Senior Tax Manager, High Net Worth Clients
Wipfli LLP
Wipfli LLP in Chicago seeks a Tax Manager to lead tax compliance engagements. The ideal candidate will have over 5 years of relevant experience and a CPA certification. Responsibilities include managing tax engagements, maintaining industry-specific expertise, and providing proactive client communication. A variety of competitive benefits are offered, ensuring the well-being of associates. #J-18808-Ljbffr Wipfli LLP
$110k - $180k
A leading accounting firm is looking for a Tax Senior Manager in Chicago, Illinois. This role involves supervising teams and fostering client relationships while overseeing tax planning for ultra-high net worth individuals. The ideal candidate will have at least 8 years...SeniorHigh net worth- A reputable financial services firm in Chicago is seeking a Tax Senior Manager to lead tax compliance and consulting services for high-net-worth clients. This role involves managing engagements, supervising associates, and ensuring high-quality service. The ideal candidate...SeniorHigh net worth
$140k - $190k
A leading financial advisory firm in Chicago seeks a Tax Senior Manager for its Private Client Services. This role involves managing tax compliance and consulting engagements for high net-worth individuals and families. Candidates should have a Bachelor's degree in a relevant...SeniorHigh net worth$110k - $180k
Tax Senior Manager - Private Client Services page is loaded## Tax Senior Manager - Private Client Serviceslocations: Elgin: Chicagotime type: Full... ...tax planning and compliance functions for ultra-high net worth individuals and their families, with a particular emphasis...SeniorHigh net worthTemporary workPrivate practiceWork at officeLocal areaRemote work$146k - $200k
Tax Senior Manager, Private Client Services Chicago, IL, United States and 5 more Job Description Job Summary: Private... ...practice within our firm. Offering a high touch approach, we have extensive experience serving high net-worth individuals, their families, family...SeniorHigh net worthPrivate practiceWork at office$120 - $150 per hour
Ernst & Young Oman is seeking a Seasonal Tax Senior Manager in Chicago. In this role, you'll review complex tax returns, provide income tax planning for high-net-worth individuals, and ensure partnership tax compliance. You will work remotely within the United States and...SeniorHigh net worthRemote jobHourly paySeasonal work- ...consulting firm in Chicago is seeking an experienced tax professional to review various tax returns. The ideal... ...7 years of U.S. tax compliance experience, including management duties. Responsibilities include client relationship management, tax research, and project oversight...SeniorHigh net worthRemote jobFlexible hours
$105k - $130k
...services firm is seeking an experienced tax consultant in Chicago. In this role, you will manage tax planning and consulting engagements for high-net-worth individuals and families.... ...supervising associates, and maintaining client relationships. The ideal candidate will...High net worth$90 - $120 per hour
Ernst & Young Oman is seeking a Seasonal Tax Manager for Private Client Services, offering remote work within the United States. The role involves... ...individual tax returns and income tax planning for high-net-worth clients, with expectations discussed during the interview...High net worthRemote jobHourly paySeasonal work$102k - $190k
...financial institution is seeking a seasoned professional to manage client relationships and deliver exceptional wealth management solutions... ...collaborating with teams to provide tailored solutions to high net worth clients and achieving business goals. A competitive salary...SeniorHigh net worth$164.6k - $288k
Northern Trust in Chicago is seeking a Senior Relationship/Trust Advisor in Wealth Management to manage complex client relationships, particularly high net worth (HNW) and ultra-high net worth (UHNW) clients. This role requires 12-15 years of experience in trust administration...SeniorHigh net worth- JPMorganChase is seeking a Client Specialist in Chicago to focus on high net worth clients’ wealth needs. This role involves marketing and selling wealth management services and collaborating with a team for client engagement. Candidates should have 7+ years in the industry...SeniorHigh net worth
- Judson Group is seeking a Senior Client Advisor - Wealth Management in Chicago, IL. This role involves serving as the primary advisor for High-Net-Worth clients, delivering personalized financial planning strategies. Candidates should possess at least a Bachelor's degree...SeniorHigh net worth
- ...institution in Chicago seeks a dedicated Relationship Manager to provide advisory-based sales and relationship management... ...execute a business development strategy to enhance client experiences and manage high-net-worth relationships. This position requires strong...SeniorHigh net worth
$164.6k - $288k
Northern Trust is looking for a Senior Portfolio Advisor II in Chicago to manage complex investment accounts for high-net-worth clients. This role requires at least 12 years of investment management experience and a strong ability to forge relationships. The advisor contributes...SeniorHigh net worth$85k - $100k
A major insurance brokerage in Chicago is seeking an experienced insurance professional to manage and retain high-net-worth client accounts. The ideal candidate will have at least 8 years of experience in Personal Lines Property & Casualty Insurance and a strong understanding...SeniorHigh net worth$175k - $200k
...practice. The ideal candidate will have over 10 years of experience serving high-net-worth clients, licensed to practice in Illinois, and possess extensive knowledge in Estate Planning and Wealth Management. This role offers a competitive salary package ranging from $175,000...SeniorHigh net worthFlexible hours- ...Chicago is seeking a PWM Private Wealth Advisor to oversee high net worth client relationships. You will be responsible for building a team... ...cater to clients’ needs while offering expert advice in wealth management. The ideal candidate should have over 10 years of wealth...SeniorHigh net worthFull time
$102k - $208k
A major banking institution is seeking a Private Bank Wealth Advisor IV in Chicago to manage high-net-worth client relationships and deliver tailored wealth plans. Candidates should have at least 5 years of experience in financial advisory, and relevant licenses within...SeniorHigh net worthWork at officeFlexible hours$106.5k - $195.1k
...Hoboken, Irvine, Los Angeles Manager - Private Tax (Financial Services... ...wealth management—including high‑net‑worth individuals, succession, governance... ...structures. Support clients in wealth transfer, succession... ...; confidence to challenge senior colleagues. Understanding...High net worthRemote workFlexible hours$98.4k - $199k
A regional financial institution seeks a Senior Portfolio Manager in Chicago to manage high net worth client investment activities. You will collaborate within Wealth Management to ensure compliance with investment strategies. Successful candidates will have at least 8...SeniorHigh net worth$125k - $160k
A global asset management firm is seeking a VP, Wealth Advisor in Chicago to serve as the primary contact for Wealth Management clients. The role entails building client relationships, providing investment recommendations, and coordinating Wealth Management services. The...SeniorHigh net worth$90k - $125k
BDO USA is looking for a Tax Manager for their Private Client & Family Office Services in Oak Brook, Illinois. The role involves managing the full-life cycle of finance and accounting engagements, ensuring client satisfaction, and leading staff assignments. Candidates...SeniorWork at office- BDO USA is seeking a Tax Manager for Private Client & Family Office Services in Chicago, IL. This role involves managing the full life-cycle of assigned... ...finance and accounting outsource engagements, ensuring high-quality client service delivery and developing strong...SeniorWork at office
$95k - $110k
...Senior Tax Accountant / Tax Supervisor – REMOTE (Atlanta... ...CPA Firm) Who: A highly skilled tax professional... ...experience. What: Manage and execute complex tax... ...REMOTE. Why: Growing client demand and succession... ...business owners and high-net-worth individuals. This is a...SeniorHigh net worthWork at officeImmediate startRemote work$124k - $335k
...Business (EPB) - General Management Level Senior Manager Job Description & Summary... ...needs such as audit, tax compliance, and planning to... ...transition. Our team helps our clients design and implement... ...entities, entrepreneurs, and high net worth individuals. You’ll be assisting...SeniorHigh net worthFull timeH1b$66k - $123.1k
Senior Client Advisor Our not‑so‑secret sauce. Award‑winning, inclusive, Top Workplace culture... ...information about their risk management needs and financial loss tolerance will... ...personal lines insurance experience with High‑Net‑Worth clientele Property & Casualty (P&C) License...SeniorHigh net worthMinimum wageNight shift$91k - $321.5k
...Applicable Specialism IFS - Finance Management Level Senior Manager Job Description &... ...At PwC, our people in tax services focus on providing advice and guidance to clients on tax planning, compliance... ...and compliance services to high-net-worth individuals and privately-...SeniorHigh net worthFull timeH1b$100k - $160k
Withum is seeking a Corporate Tax Manager based in Chicago to lead tax engagements and build client relationships. The role involves managing tax provisions, guiding clients on tax accounting, and mentoring staff. Candidates should have a Bachelor's Degree in Accounting...Senior$76k - $125.3k
...technically demanding tax planning and compliance... ...for a wide range of clients and colleagues. This is... ...planning and advising of high net worth individuals and... ...and local tax and asset management to deliver comprehensive... ...confidence to challenge senior colleagues and...SeniorHigh net worthWork experience placementSummer holidayLocal areaFlexible hours
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