Private Client Tax Manager - Estate & Wealth Planning
BDO USA LLP
BDO USA, LLP is a leading accounting firm offering Private Client Services to high net‑worth individuals and families. The Tax Manager role focuses on tax compliance and advisory work for sophisticated estates and trusts, with collaboration across clients and advisors. The position emphasizes leadership, client management, and development of staff, with ongoing professional education and firm contributions. Illinois residents are encouraged to apply. #J-18808-Ljbffr BDO USA, LLP
- ...Chicago, IL seeks an experienced Private Client Tax Manager / Senior Manager to lead tax engagements... ...individuals, families, trusts, estates, and private wealth clients. The ideal candidate has... ...with leadership on sophisticated tax planning and advisory strategies to #J-188...Private client
$130k - $170k
...are looking for a Tax Manager for our Chicago... ...to join our Gift, Estate, and Trust team.... ...providing advanced tax planning, compliance, and... ...directly with clients, firm leaders, and... ...consult clients on wealth transfer strategies... ...experience from a private client service...Private client$130k - $200k
Private Client Tax Manager / Senior Manager ( Full-Time ) Chicago, IL - DK Chicago,... ...worth individuals and private wealth clients. Review and oversee... .... Develop proactive tax planning strategies for individuals, families, trusts, and estates. Provide advisory support related...Private clientFull timeLocal area$106.5k - $195.1k
...Services Organization. In the Private Tax practice, we serve... ...business structures. Support clients in wealth transfer, succession planning, and governance... ...individuals and families. Manage and deliver processes, solutions... ...understanding of estate and wealth planning....Private clientWork experience placementPrivate practiceSummer holidayImmediate startFlexible hours- Jobot is seeking a seasoned tax professional to join our Chicago private client tax practice. The role emphasizes estate, gift and trust tax with UHNW and investment partnership experience valued. Expect busy seasons with 50-55 hour weeks, generous bonus potential, and...Private clientPrivate practice
$103.1k - $214.9k
...side with a range of clients from our most... ...Capital Markets, Wealth and Asset Management, Insurance, Real Estate, Hospitality and Construction... ...dedicated tax technical services... ...EY's FSO EDGE Private practice provides... ...technically demanding tax planning and compliance...Private clientFull timePrivate practiceSummer holidayLocal areaFlexible hours$106.5k - $221.7k
...by side with a range of clients from our most venerable... ...and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality and Construction... ...dynamic FSO team! Private Tax is a growing practice... ...transfer, succession planning, and governance...Private clientFull timeWork experience placementSummer holidayImmediate startFlexible hours$126.1k - $253k
...change, empowering our clients and people to... ...or require complex estate and income tax planning and compliance. Our... ...goals. As a Tax Senior Manager, you will be responsible... ...services including wealth transfer, charitable... ...with an emphasis on private client taxation including...Private clientFull timeWork experience placementInternshipLocal area$95.4k - $180.4k
...change, empowering our clients and people to... ...nowhere like RSM.RSM’s Private Company team is... ...for a dynamic Tax Manager to join our expanding... ...to strategic tax planning, business advisory... ...succession planning, wealth transfer planning,... ...regarding Estate and Gift planning,...Private clientFull timeWork experience placementInternshipPrivate practiceLocal area$150k - $230k
...style */ Department Tax/*generated inline style... ...performance, manage risk, and maximize value... ...solutions to address clients’ unique business goals... ...to join our Trust & Estate Tax team within our National... ...and estates;Provide wealth transfer tax planning and tax consulting to...Work at officeLocal areaRemote workFlexible hours- ...and experienced Senior Manager to join our Housing and... ...expertise in Historic Tax Credits (HTC) and New Markets... ...transactions.Cultivate client relationships and... ...colleagues on strategic planning to assist in growing the... ..., tax, consulting, and wealth management firms. But...Full timeRemote workFlexible hours
$95.4k - $180.4k
...change, empowering our clients and people to... ...they are along their wealth journey and assist... ...education, risk management, privacy/data... ...Exposure to strategic tax planning, business advisory... ...fiduciary, and gift / estate taxation. This... ...: Experience with private client or business...Private clientFull timeWork experience placementInternshipWork at officeLocal area- Capital Group is seeking a Private Wealth Advisor to work with high‑... ...comprehensive wealth plans and investment strategies... ...specialists in trust and estate, investment management and wealth planning, building... ...network and delivering tailored client solutions with exceptional...Private client
$100.35k - $205k
...services to individual clients and their trusts, estates, family offices,... ...solutions to complex tax issues? Do you not only... ...Deloitte’s growing Private Wealth practice! Recruiting... ...You’ll Do As a Tax Manager in our Private... ...projects related to tax planning opportunities and the...Private practiceWork at officeLocal area$124k - $335k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelSenior... ...an Asset & Wealth Management - Renewable Energy Tax Senior... ...pivotal role in advising clients on their local and... ...development of innovative tax planning solutions and methodologies...Full timeH1bLocal area$125k - $170k
HNW/Private Client Tax Manager (Hybrid) $125000 - $170000 per year | Prairie View, IL | Hybrid | Permanent... ...services, transaction advisory, wealth management, and business advisory - each... ...private client management; particularly estate, gift & trust tax UHNW & investment...Private clientPermanent employmentLocal area- ...you have a passion for tax work with HNW clientele... ...curious tax or senior tax manager with particular interest and expertise in private wealth and high-net worth... ...and providing exemplary client service. Tax Managers operate... ...of Individual, Gift, Estate, and Trust income tax...Private clientWork at officeImmediate start
- Wealth ManagementAcross Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach... ...provide financial planning, investment management... ..., data and design.Private Wealth Management (... ...which may include tax and estate planning,...Private clientApprenticeship
- ...conducting a confidential search for a Private Client Associate Attorney to join a respected... ...a sophisticated private client and wealth planning practice. This opportunity is ideal for... ..., business owners, and fiduciaries on estate planning, wealth #J-18808-Ljbffr MB Attorney...Private clientWork at office
$99k - $266k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelManagerJob Description... ...advice and guidance to clients on tax planning, compliance, and strategy. These... ...member’s unique strengths, and managing performance to deliver on client...Full timeH1b$120k
...00.00 - $120,000.00Category: Private Client Coverage, Professional, WealthCompany: CitiThe Senior Wealth Advisor SAFE Act is a strategic... ...base in the United States.Manage accounts of high net worth investors... ...--------Job Family:Financial Planning Services---------------------...Private clientFull time- The Client Specialist is a sophisticated wealth expert that focuses on holistically... ...in wealth management and effectively... ...’ wealth and planning needs.Your new... ...advisors and private client bankers,... ...investing, trust and estates, financial... ...family wealth, tax considerations,...Private client
- ...Private Wealth Planner The Private Client experience at J.P. Morgan offers a pathway to Wealth Management through comprehensive, expert planning. The Private Wealth Planner (PWP) role is central... ..., trusts & estates, individual tax rules (both transfer and...Private clientWork at office
- Wealth Advisor - High Net‑Worth Clients Talent Focus is proud to partner with a prestigious national wealth management firm to appoint a high-caliber Wealth Advisor... ...High Net‑Worth Private Client practice in Chicago... ..., investment, and estate planning advice. Leverage institutional...Private clientPrivate practiceWork at office
$68k - $73k
...Bernstein Private Wealth Management Associate Bernstein Private Wealth Management... ...and ultra-high-net-worth clients. As an industry leader, we... ..., and wealth and legacy planning for high-net-worth individuals... ...training on trusts & estates, wealth planning, investment...Private clientFlexible hours- J.P. Morgan Wealth Management - Vice President - Private Wealth PlannerJ.P. Morgan Wealth Management... ...) to join the Wealth Planning and Advice team as a... ...with advisors and clients to deliver holistic, goals... ..., trusts & estates, individual tax rules (both transfer and...Private clientWork at office
$121k - $162k
...values every day: Integrity, Client Focus, Diverse... ...new ones Role summary The Private Client Relationship Manager role is responsible for the... ...influence; ensures service plan is established and achieved... ...target market with Private Wealth Advisor (PWA); leverage data...Private clientTemporary workLocal areaFlexible hours- Our client is a leading private wealth and banking organization with a significant presence in Chicago, serving... ..., commercial banking, and wealth management services. In Chicago, our client... ...of influence, and delivering a planning-led client experience. Private Wealth...Private clientLocal areaRelocation package
$112k - $150k
Private Client Services at BDO is a boutique practice within... ...others with complex tax and financial... ...experienced in all aspects of estate, income, gift, and... ...and life insurance planning. Job Summary A Tax Manager, Private Client... ...chance to grow their wealth over time as their...Private clientWork at office$154k - $219k
...Boundless Horizons of Tax, Valuation, and... ...extraordinary clients spanning every industry... ...The Role Senior Managers in our Private Client Services (... ..., Trusts and Estates. Senior Managers... ...changes, wealth transfer techniques... ...buy/sell agreement planning, etc. The Requirements...Private clientFull timeWork experience placementInternshipPrivate practiceH1bLocal areaWork visa
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