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 office... ...to join our Gift, Estate, and Trust team.... ...advanced tax planning, compliance, and advisory... ...directly with clients, firm leaders, and... ...consult clients on wealth transfer... ...experience from a private client service group...Private client$106.5k - $195.1k
...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... ...our dynamic FSO team! Private Tax is a growing practice... ...transfer, succession planning, and governance strategies...Private clientWork experience placementSummer holidayImmediate startFlexible hours$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$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$146k - $200k
...Tax Senior Manager, Private Client Services Chicago, IL, United States and 6 more Job... ...experienced in all aspects of estate, income, gift, and trust... ...retirement, and life insurance planning. A Tax Senior Manager,... ...the chance to grow their wealth over time as their shares...Private clientPrivate practiceWork at office- RK Partners in Chicago is looking for a Relationship Manager to support high-net-worth clients alongside Wealth Advisors. You will deliver exceptional client experiences while contributing to financial planning and advisory processes. Qualified candidates should hold a...
- Rk-Partners in Chicago is seeking a Relationship Manager to enhance client experiences for high-net-worth clients. In this role, you will partner with Wealth Advisors and contribute to financial planning initiatives, providing exceptional service and support. Qualified...Work at office
- Goldman Sachs Bank AG is seeking a Wealth Management Professional in Chicago, IL, who will provide exceptional client service and operational support. The role involves direct client interaction, managing relationships, onboarding, and overseeing assets, all while working...Private client
$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 tax planning strategies for your high net worth, closely held... ...and family business clients - all with the resources,...Work at office$99k - $266k
...Specialty/Competency: Industry Tax Practice Industry/Sector: Asset and Wealth Management Time Type: Full time Travel Requirements: Up to 40%... ...services focus on providing advice and guidance to clients on tax planning, compliance, and strategy. These individuals...Full timeH1b$68k - $73k
...Position Overview Bernstein Private Wealth Management is a premier investment... ...and ultra-high-net-worth clients. As an industry leader, we... ...analytics, and wealth and legacy planning for high-net-worth... ...Advanced training on trusts & estates, wealth planning, investment...Private clientFlexible hours$120k
...The Senior Wealth Advisor SAFE Act is a strategic professional... ...an Ultra high Net Worth client base in the United States. Manage accounts of high net... ...financial strategies with the Private Bankers. Conduct... ...Coverage Job Family Financial Planning Services Primary Location...Private clientFull time- RSM US LLP seeks an experienced tax professional to advise ultra‑high net worth clients on wealth transfer, charitable and retirement planning, and tax compliance. You will manage engagements, mentor staff, and collaborate with specialists on state, local and international...Local area
- RSM US LLP in Chicago is seeking an experienced tax professional to advise ultra-high net worth clients on wealth transfer, charitable and retirement planning, and complex estate and income tax compliance. You will lead the engagement team focusing on fiduciary and estate...Local area
$116.2k - $212.9k
...side with a range of clients from our most... ...Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality and Construction... ...! EY’s FSO tax practice provides... ...of hedge fund, private equity fund and... ...tax minimization planning, on-call advice, and...Work experience placementSummer holidayLocal areaFlexible hours- ...Specialist The Client Specialist is a sophisticated wealth expert that... ...experience in wealth management and effectively... ...' wealth and planning needs. Your... ...advisors and private client bankers,... ...investing, trust and estates, financial... ...family wealth, tax considerations,...Private client
- ...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
- 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
$78.08k - $117.12k
The Wealth Relationship Manager SAFE Act is a seasoned professional role. Applies... ...through the use of financial planning and excellent discovery and... ...financial needs of the client and offer solutions through... ...experience Job Family Group: Private Client Coverage Job Family...Private clientFull timeWork at office$68k - $73k
Position Overview Bernstein Private Wealth Management is a premier investment... ...worth and ultra‑high‑net‑worth clients. As an industry leader, we... ...analytics, and wealth and legacy planning for high‑net‑worth... ...Advanced training on trusts & estates, wealth planning, investment...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
- ...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
- Wealth Management Across 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
- Fifth Third Bank in Oak Brook, IL seeks a Wealth Management Advisor II to act as a trusted advisor and team coordinator for Private Bank clients. You will structure and guide wealth planning with a coordinated team of specialists to meet client goals, while monitoring...Private client
$215k
Private Wealth Associate (2 - 5 Years Experience) Location:... ...focused on trusts and estates matters. This is an opportunity... ...a variety of estate planning and administration... ...materials. Support client engagements with a... ...organizational skills. Ability to manage multiple assignments...Private clientPrivate practice- Wealth Management Across 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
$170k - $210k
...in accounting, assurance, tax, advisory, and private client services. At Sorren, we believe... ...strong relationships. By managing responsibilities... ...complex tax engagements, from planning through compliance, with a... ...with internal specialists (estate, SALT, international) and...Private clientFull timeLocal areaShift work- ...Private Client Advisor At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of... ...financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your...Private client
- A major financial services firm is seeking a Private Client Advisor in Chicago to deliver comprehensive financial planning and advice to clients of varying wealth levels. You will build strong client relationships while fostering a supportive culture of diversity. Successful...Private client
- JPMorgan Chase & Co. is seeking a Private Client Advisor in Chase Wealth Management in Chicago to deliver comprehensive financial planning and personalized investment guidance to individuals and families. You will work with clients at various stages of wealth, building...Private client
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