Senior Tax Manager, Private Client Services | HNW Wealth
ACM
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 has a Bachelor's degree, at least seven years of related experience, and a CPA or EA certification. The firm values innovation, leadership, and client relationships, offering competitive compensation and benefits. #J-18808-Ljbffr ACM
$154k - $219k
...Boundless Horizons of Tax, Valuation, and... ...presence among professional services organizations. You'll... ...with extraordinary clients spanning every industry... ...success! The Role Senior Managers in our Private Client Services (PCS)... ...legislative changes, wealth transfer techniques,...SeniorPrivate clientFull timeWork experience placementInternshipPrivate practiceH1bLocal areaWork visa$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...SeniorPrivate clientHigh net worth- A premier accounting firm in Chicago is looking for an experienced Tax Manager to provide tax compliance and consulting services to high-net-worth clients. You will manage tax engagements and supervise junior staff while conducting advanced tax research and developing sound...Private clientHigh net worth
$146k - $200k
...Tax Senior Manager, Private Client Services Chicago, IL, United States and 6 more Job Description Job Summary: Private Client Services at BDO is a boutique... ...stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with...SeniorPrivate clientHigh net worthPrivate practiceWork at office$110k - $250k
...Voight. Salary $110,000 - $250,000 per year. If you are a Tax Manager with at least 3 years experience in High Net Worth (HNW) individuals, read on. Why join us? Do you want to work with some of the nation's best clients and enjoy a GREAT work/life balance? We do too....SeniorPrivate clientHigh net worthLocal areaRemote workFlexible hours$110k - $180k
...we give you the tools you need to succeed and the autonomy to reach your goals. EisnerAmper is seeking a Tax Senior Manager to join the Private Client Services (PCS) practice in Elgin, IL.. We are looking for a dynamic individual with the capacity to efficiently...SeniorPrivate clientHigh net worthTemporary workPrivate practiceWork at officeLocal area$162k - $190k
...Private Client Services Tax Senior Manager Private Client Services at BDO is a boutique practice within our firm. Offering a high touch approach, we have extensive experience serving high net-worth individuals, their families, family offices, C-Suite executives, athletes...SeniorPrivate clientHigh net worthPrivate practiceWork at office- Wipfli LLP in Chicago seeks a Tax Manager to lead tax compliance engagements. The ideal candidate will have over 5 years of relevant experience... ...industry-specific expertise, and providing proactive client communication. A variety of competitive benefits are offered,...SeniorHigh net worth
$110k - $215k
Bank of America is seeking a qualified professional to manage and expand client relationships in Chicago. This role involves identifying financial opportunities and providing advisory services to high-net-worth clients. Applicants should have a minimum of 7 years of experience...SeniorPrivate clientHigh net worth- ...Specialist The Client Specialist is a sophisticated wealth expert that focuses... ...experience in wealth management and effectively... ...JPMorgan Chase wealth services to best meet the objectives... ...advisors and private client bankers, you... ..., family wealth, tax considerations, and...Private clientHigh net worth
$120k
...The Senior Wealth Advisor SAFE Act is a strategic professional who stays... ...of financial and investment services to an Ultra high Net Worth client base in the United States. Manage accounts of high net worth... ...financial strategies with the Private Bankers. Conduct...SeniorPrivate clientHigh net worthFull time$68k - $73k
...Bernstein Private Wealth Management Associate Bernstein Private Wealth Management... ...and ultra-high-net-worth clients. As an industry leader, we... ...Wealth Associates are client service professionals who exhibit drive... ...and network with senior professionals throughout the...Private clientHigh net worthFlexible hours$110k - $250k
A leading accounting firm based in Chicago is seeking a Tax Manager with at least 5 years of experience in Public Accounting and specific... ...from $110,000 to $250,000 annually. Join us to work with top clients while enjoying a great work/life balance and opportunities for...SeniorPrivate clientHigh net worthRemote jobFlexible hours$106.5k - $195.1k
...the global financial services marketplace and the... ...side with a range of clients from our most... ...and Capital Markets, Wealth and Asset Management, Insurance, and Real... ...our dynamic FSO team! Private Tax is a growing practice... ...confidence to challenge senior colleagues and...Private clientHigh net worthWork experience placementSummer holidayImmediate startFlexible hours$68k - $73k
Position Overview Bernstein Private Wealth Management is a premier investment... ...worth and ultra‑high‑net‑worth clients. As an industry leader, we... ...Wealth Associates are client service professionals who exhibit... ...Collaborate and network with senior professionals throughout...Private clientHigh net worth$120k - $180k
As the Private Wealth Services Tax Manager, you’ll conduct primary and secondary reviews of complex tax returns and provide income, estate, and gift... ...high net worth, closely held business and family business clients - all with the resources, environment, and support to...High net worthWork at office$150k - $190k
...solutions in accounting, assurance, tax, advisory, and private client services. At Sorren, we believe... ...and build strong relationships. By managing responsibilities effectively and aligning... ...a high-impact team, including senior managers and managers, through coaching...SeniorPrivate clientHigh net worthFull timeLocal areaShift work$166k - $280k
...Boundless Horizons of Tax, Valuation, and... ...professional services organizations.... ...extraordinary clients spanning every... ...member of the Private Client Services... ...clients to manage expectations, ensure... ...Associates, Senior Associates, and... ...legislative changes, wealth transfer...Private clientWork experience placementPrivate practiceWork at officeLocal area- Armanino LLP in Chicago, Illinois is seeking a Tax Consultant with a strong background in tax consulting and compliance to manage client relationships and teams. Ideal candidates hold a Bachelor’s degree in Accounting or a related field, along with a CPA or EA license....High net worthFlexible hours
$90k - $110k
...autonomy to reach your goals. EisnerAmper is seeking Tax Senior Associate to join the Private Client Services (PCS) team. We are seeking someone who thrives in a... ...in the industry You will have the flexibility to manage your days in support of our commitment to work/life...SeniorPrivate clientHigh net worthTemporary workLocal area$170k - $210k
Tax Director page is loaded## Tax Directorlocations: Chicago... ...assurance, tax, advisory, and private client services.At Sorren, we believe that... ...build strong relationships. By managing responsibilities effectively... ...high-impact team, including senior managers and managers,...SeniorPrivate clientHigh net worthFull timeLocal areaShift work$164.6k - $288k
SENIOR PORTFOLIO ADVISOR II, WEALTH MANAGEMENT OH: R152404 Position manages a set of fee‑producing investment accounts... ...execution of our Goals Driven client experience, emerging technology capabilities... ...with the broader client service team. The Senior Portfolio Advisor...SeniorHigh net worthH1bLocal area$110k - $170k
...to 90% of the top 30 asset managers in the private markets, and more than 6,00... ...JOB DESCRIPTION: The Client Experience Lead reports into... ...and ongoing evolution. This senior leadership role requires a... ...market-leading, AI-native servicing experience. This role demands...SeniorPrivate clientLocal areaFlexible hours- ...in Chicago, IL, responsible for managing investment activities for high net worth clients. The ideal candidate will have a... ...of 6 to 8 years of experience in wealth management and hold a CFA... ..., collaborating with the client service team, and continuously providing...SeniorHigh net worth
- Northern Trust Corp is seeking a Senior Relationship Advisor to manage complex wealth management client relationships in Chicago. This... ...handling high net worth (HNW) and ultra-high net worth (UHNW... ...exceptional fiduciary and advisory services while ensuring the highest level...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
$84k - $110k
Private Client Services - Tax Senior Private Client Services at BDO is a boutique practice within our firm. Offering a high touch approach, we have... ...professional experience, as well as communication, time‑management, leadership, technical, business development, and...SeniorPrivate clientHigh net worthWork at office- ...Solutions is seeking a Business Development Manager in Hinsdale, Illinois, to lead the... ...have significant experience in managing client relationships and advising high-net-worth... ...position requires a strong knowledge of wealth management and provides opportunities for...SeniorHigh net worth
$66k - $123.1k
...Senior Client Advisor Our not-so-secret sauce. Award-winning, inclusive... ...& benefits, retirement, and private client insurance solutions... ...we combine the personalized service model of a local consultant... ...about their risk management needs and financial loss tolerance...SeniorPrivate clientHigh net worthMinimum wageLocal areaNight shift- A leading financial institution in Chicago seeks an experienced Client Manager to drive business growth and manage client relationships. The successful candidate will have over 12 years in private banking, exceptional interpersonal skills, and the ability to influence...SeniorPrivate client
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