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
$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
$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$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$126.1k - $253k
..., empowering our clients and people to realize... ...like RSM.RSM’s Private Company team is... ...looking for a dynamic Tax Senior Manager to join our... ...to strategic tax planning, business advisory... ...succession planning, wealth transfer planning... ...regarding Estate and Gift Planning...Private clientFull timeWork experience placementInternshipPrivate practiceLocal area- ...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$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- 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
$71.3k - $80.5k
...Wealth Client Relationship Manager Wealth Management Client Relationship Managers at TIAA spend their time partnering with Wealth Management Advisors... ...was your understanding of the importance of financial planning. • Thrives in an environment of empowerment and...Full timeWork experience placementWork at office$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$133.1k - $295.67k
...one of the worlds top tax firms. Enjoy a... ...helping high-profile clients understand, analyze,... ...multinational global private equity real estate investments, including... ...process and other risk management activities; lead teams... ...acquisitions and/or federal tax planning at a law firm or...Full timeLocal area$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$95.4k - $180.4k
...change, empowering our clients and people to... ...like RSM. RSM’s Private Company team is looking... ...for a dynamic Tax Manager to join our expanding... ...to strategic tax planning, business advisory... ...planning, wealth transfer planning,... ...specialists regarding Estate and Gift planning,...Private clientWork experience placementInternshipPrivate practiceLocal area- 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 Associates Bernstein Private Wealth Management is a premier investment management... ...ultra-high-net-worth clients. As an industry leader... ...and wealth and legacy planning for high-net-worth individuals... ...training on trusts & estates, wealth planning,...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
$156k - $200k
...Tax Senior Manager, Private Client Services The Tax Senior Manager, Private Client Services assists... ...related to personal income, estate and gift tax and wealth retention strategies, as well as... ...developments Identifies tax planning and consulting opportunities...Private clientWork at office- J.P. Morgan Wealth Management - Vice President - Private Wealth Planner J.P. Morgan Wealth... ...CFP) to join the Wealth Planning and Advice team as a Vice... ...with advisors and clients to deliver holistic, goals... ...diversification, trusts & estates, individual tax rules (both transfer...Private clientWork at office
- JPMorgan Chase & Co. seeks a Private Client Advisor in Chase Wealth Management to deliver comprehensive financial planning and advised solutions for individuals and families in Chicago. You’ll build client relationships, provide investment guidance, and partner referrals...Private client
- ...skilled professional to lead tailored tax advice and compliance solutions for private clients. The ideal candidate will have... ...you will guide tax professionals, manage complex client relationships, and support wealth transfer and planning strategies. A hybrid work model is...Private client
- JPMorganChase in Chicago is seeking a Private Client Advisor in Chase Wealth Management. You will offer comprehensive financial planning and advice to individuals and families, providing personalized investment solutions while focusing on building client relationships....Private client
$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- JPMorgan Chase & Co. seeks a Private Client Advisor in Chase Wealth Management to deliver comprehensive financial planning and tailored investment solutions to individuals and families. You will build and deepen client relationships, leveraging a broad platform and digital...Private client
- J.P. Morgan Wealth Management seeks a Certified Financial Planner to join the Planning Center of Excellence as Vice President, Private Wealth Planner. You will partner... ...J.P. Morgan Private Clients. The role requires... ...allocation, trusts and estates, education planning,...Private client
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