Senior Fiduciary Tax Specialist
NACBA
Bank of America, located in Chicago, IL, is seeking a highly skilled fiduciary/estate tax professional to provide technical tax expertise for Private Bank client teams. The role focuses on accurate tax reporting, applying tax knowledge to client needs, and resolving tax issues arising from fiduciary and estate transactions. The candidate will review complex fiduciary income tax returns and estate tax forms, ensure compliance with federal/state tax laws, and serve as a tax resource within the #J-18808-Ljbffr NACBA
- At Bank of America in Chicago, you will provide crucial technical fiduciary tax expertise to Private Bank client teams. This involves delivering timely tax reporting, understanding client needs, and maintaining compliance with all fiduciary tax reporting requirements. Your...Suggested
$66.6k - $124.2k
BMO U.S. is looking for a Fiduciary Tax Administrator in Chicago, IL to oversee trust and estate tax law. This role involves preparing trust income tax returns, managing workflows, and ensuring timely tax reporting. Candidates should have a strong accounting background,...Suggested$130k - $160k
A leading law firm in Chicago is seeking a Fiduciary Accountant responsible for trust and estate accounting tasks, including tax return preparation and client interaction. This role, which allows hybrid working, requires a bachelor's degree and significant experience. The...Senior- ...entrepreneurial Financial Advisor to expand a local practice within a true fiduciary family office model. This W2 role focuses on growing client... ...engine, and delivering integrated retirement, investment, tax, and estate planning solutions. #J-18808-Ljbffr Trajan Wealth LLCSeniorWork at officeLocal area
- Jobot is seeking a Senior Tax Accountant for a full-time hybrid role in Oakbrook Terrace, IL. You will engage with clients to drive proactive tax planning and prepare and review business, fiduciary, and individual tax returns while strengthening client relationships. Ideal...SeniorFull time
- Crowe is seeking a Senior Staff in Tax Accounting Services to join our TAS practice. You will prepare and review income tax provisions, document tax positions, and coordinate experts across international, state/local, and M&A domains. You will mentor staff, manage multiple...SeniorRemote jobLocal area
$87.5k - $133k
...with opportunities to learn, grow, and make an impact. Join us! Job Description This job is responsible for providing technical fiduciary tax expertise to Private Bank client teams, focused on differentiating client service and expanding client relationships. Key...Work at officeFlexible hoursShift workDay shift- Mowery & Schoenfeld LLC is seeking a Tax Senior Associate for our business tax team. You will prepare entity returns, communicate with clients and leadership, and participate in the full taxation process while mentoring junior staff. The ideal candidate has 3+ years of...SeniorRemote job
- ...Private Client practice group. The ideal candidate will have a strong tax-focused trusts and estates practice, advising high-net-worth... ...on complex estate, gift, generation-skipping transfer, and fiduciary income tax matters. Illinois license is required. #J-18808-Ljbffr...SeniorPrivate practice
$80k - $110k
Senior Tax Accountant $80000 - $110000 per year | Oakbrook Terrace, IL | Hybrid | Permanent Hybrid Work Schedule in Oakbrook Terrace,... ...to drive proactive tax planning Prepare and review business, fiduciary, and individual tax returns Manage income tax correspondence...SeniorPermanent employmentTemporary workCasual workLocal area- Strongpoint Partners in Chicago seeks a 3(16) fiduciary administrator to serve as the primary contact for a portfolio of fiduciary clients, handling eligibility, contribution monitoring, and participant notices while ensuring ERISA compliance. You will collaborate with...Senior
$175k - $227.5k
...stakeholder.What you’ll be responsible for:Circle is seeking a seasoned Senior Manager of Internal Audit to lead the strategic development and... ...Audit, this individual will serve as a key leader in executing fiduciary audits.What you'll work on:Lead Circle National Trust’s...SeniorWork at officeFlexible hours- Cohen & Co in Chicago seeks a Senior in the M&A Tax practice to play a hands-on role supporting complex transactions from due diligence through structuring. You’ll work with Managers and Partners on sophisticated M&A tax matters, building technical expertise, client exposure...Senior
- ...Job Description Job Description Senior Director of Fiduciary Administration If you're the person everyone calls when the answer starts with, "Well, it depends…," and you believe fiduciary risk is best managed before it becomes a headline, we should talk. Our...Senior
- AXIS Capital seeks a Senior Claims Specialist for EPL and Fiduciary claims within its North America Claim Team. You will manage primary and excess claims, investigate coverage and coordinate with brokers, underwriters, and outside counsel to assess settlements. The role...Senior
$130k - $160k
...real estate, structured finance and securitization, transactional tax planning, private credit and private wealth. Katten represents... ...number of government and nonprofit organizations and individuals.Fiduciary AccountantThe Fiduciary Accountant is responsible for handling...Temporary workWork experience placementWork at officeRemote work- U.S. Bank invites qualified professionals to join a leadership role in the Controller - Investment & Fiduciary Services. This position oversees accounting for trust, wealth management, asset management, and other fiduciary ventures, ensuring accurate monthly, quarterly,...Senior
$130k - $160k
AXIS in Chicago, IL, seeks a Senior Claims Specialist focusing on Employment Practices Liability and Fiduciary Claims to lead complex claims, assess coverage, and mentor junior adjusters. You will collaborate with underwriting, actuarial, and outside counsel while maintaining...SeniorWork at office3 days per week$66.6k - $124.2k
The Fiduciary Tax Administrator is responsible for trust and estate tax law, including managing workflows and preparing and reviewing trust income tax returns (Forms 1041, 990, 5227, and 1099). The role requires understanding asset income taxability, strong written and...Part timeLocal area$100k - $105k
...career advancement opportunity as they prefer to promote from within. Position OverviewThe primary focus of this role is on corporate tax for small to mid-sized U.S. subsidiaries of multinational companies. In addition, the role includes exposure to individual income tax...Senior- Hightower Advisors in Chicago seeks a Senior Trust Officer to manage a book of trust accounts, interpret documents, and uphold fiduciary duties while building strong client relationships... ...accounts, coordinate with investments, tax, legal and compliance, and participate in...Senior
$90k - $110k
SummaryHarbor Capital Advisors is seeking an experienced Tax Accountant to join its collaborative Tax and Corporate Accounting & Finance teams. This role will focus on asset management tax compliance, reporting, and planning across corporate and fund tax matters, including...SeniorFull timeWork at officeLocal area$120k - $125k
...dreamed of.Job Description:Successful candidates will be proactive, detail-oriented, collaborative, and capable of clearly communicating tax concepts. They should demonstrate strong analytical abilities, meticulous attention to detail, and the ability to effectively manage...SeniorLocal area$31 - $34.5 per hour
...locations across the United States. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to... ...SonicJobs Privacy Policy at and Terms of Use at PandoLogic. Category:Finance, Keywords:Tax Specialist, Location:Oak Brook, IL-60523...SeniorLocal area$31 - $34.5 per hour
...locations across the United States. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to... ...SonicJobs Privacy Policy at and Terms of Use at PandoLogic. Category:Finance, Keywords:Tax Specialist, Location:Cicero, IL-60804...SeniorLocal area$77k - $214k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelSenior AssociateJob Description & SummaryAt... ...through digitization, automation and increased efficiencies. As a Senior Associate you shall analyze complex problems, mentor others, and...SeniorFull timeSecond jobH1b$77k - $214k
...companies with a range of business advisory needs such as audit, tax compliance, and planning to help improve their operational... ...successful and progress in our careers, now and in the future.As a Senior Associate, you'll work as part of a team of problem solvers, helping...SeniorFull timeH1b$55k - $151.47k
...ApplicableSpecialismIFS - FinanceManagement LevelSenior AssociateJob Description & SummaryThe OpportunityAs a PwC Internal Partnership Tax Team - Mobility Senior Associate, you will play a pivotal role in providing strategic tax consulting services, focusing on tax planning,...SeniorFull timeH1bLocal area$77k - $214k
...LevelSenior AssociateJob Description & SummaryAt PwC, our people in tax services focus on providing advice and guidance to clients on... ...digitization, automation and increased efficiencies. As a Senior Associate you are to analyze complex problems, mentor others, and...SeniorFull timeH1b$100k - $130k
...join our team as we help shape a brighter way forward. Indirect Tax Specialist - JLLLocation: ChicagoWhat this job involves:Join JLL's Tax... ...of various tax-related balance sheet accounts.Partner with the Senior Indirect Tax Manager and Tax Technology team to identify, design...SeniorFull timeWork at officeLocal area
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