Wealth Management Advisor
2 weeks ago
Join our team as a Wealth Advisor, responsible for providing expert financial guidance to our clients. As a key member of our Wealth Management team, you will work closely with our clients to understand their financial goals and develop personalized plans to achieve them.
Key Responsibilities:- Provide expert financial planning and investment management services to clients
- Develop and implement customized financial plans to meet client goals
- Manage client relationships and communicate effectively with clients and internal teams
- Collaborate with our tax team to provide comprehensive financial solutions
- Stay up-to-date with industry trends and best practices to deliver exceptional client service
- Series 65 license required
- Experience in financial planning and investment management
- Strong communication and interpersonal skills
- Ability to work independently and as part of a team
- Proficiency in financial planning software and tools
- Competitive base salary
- Opportunities for professional growth and development
- Collaborative and dynamic work environment
- Recognition and rewards for outstanding performance
We are an equal opportunity employer and welcome applications from diverse candidates. If you are a motivated and experienced financial professional looking for a new challenge, please submit your application.
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Tax Manager
2 weeks ago
Lincolnshire, Illinois, United States Mowery & Schoenfeld Full timeJoin Our Team as a Tax ManagerMowery & Schoenfeld is a leading accounting, advisory, and IT services firm seeking an ambitious and curious tax manager professional with expertise in private wealth engagements, mentoring younger staff, and providing exemplary client service.About the RoleAs a Tax Manager, you will lead engagements, develop recommendations,...
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Tax Manager
2 weeks ago
Lincolnshire, Illinois, United States Mowery & Schoenfeld Full timeLeadership Opportunity in Tax ManagementMowery & Schoenfeld is seeking a highly skilled and experienced Tax Manager to join our team. As a leader in private wealth engagements, you will be responsible for mentoring younger staff, providing proactive advice, and developing recommendations based on your expertise in tax law.Key Responsibilities:Lead...
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Tax Manager
2 weeks ago
Lincolnshire, Illinois, United States Mowery & Schoenfeld Full timeJoin Our Team as a Tax ManagerMowery & Schoenfeld is a leading accounting, advisory, and IT services firm seeking an ambitious and curious tax manager professional with expertise in business and corporate tax, mentoring younger staff, seeking ongoing learning, and providing exemplary client service.About the RoleAs a Tax Manager, you will operate as a leader...
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Transaction Advisory Services Senior Associate
2 weeks ago
Lincolnshire, Illinois, United States Mowery & Schoenfeld Full timeAbout Mowery & SchoenfeldMowery & Schoenfeld is a leading accounting, advisory, and IT services firm with a strong presence in the Midwest. Our firm is headquartered in Lincolnshire, Illinois, with satellite offices in the Chicago Loop, Downtown Miami, and the Philippines.Job SummaryWe are seeking an ambitious and curious accounting professional to join our...
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Financial Relationship Manager
4 weeks ago
Lincolnshire, Illinois, United States Wintrust Financial Full time**About Us**Wintrust Financial Corporation is a financial holding company with approximately $50 billion in assets under management and traded on the NASDAQ: WTFC. We are built on the 'HAVE IT ALL' model, offering sophisticated technology and resources of a large bank while focusing on providing service-based community banking to each and every...
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Tax Manager
1 month ago
Lincolnshire, Illinois, United States Mowery & Schoenfeld Full timeUnlock Your Potential as a Tax Manager at Mowery & SchoenfeldMowery & Schoenfeld is a leading accounting, advisory, and IT services firm seeking an ambitious and curious Tax Manager to join our team. As a Tax Manager, you will lead engagements, develop recommendations, and provide proactive advice based on your knowledge of tax law, particularly within the...
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Tax Manager
2 weeks ago
Lincolnshire, Illinois, United States Mowery & Schoenfeld Full timeJob Title: Tax ManagerMowery & Schoenfeld is seeking a highly skilled and experienced Tax Manager to join our team. As a Tax Manager, you will be responsible for leading engagements, developing recommendations, and providing proactive advice based on your knowledge of tax law, particularly within the private wealth and high-net worth realm.Key...
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Tax Manager
1 month ago
Lincolnshire, Illinois, United States Mowery & Schoenfeld Full timeJob Title: Tax ManagerMowery & Schoenfeld is seeking a highly skilled and experienced Tax Manager to join our team. As a Tax Manager, you will be responsible for leading engagements, developing recommendations, and providing proactive advice based on your knowledge of tax law, particularly within the private wealth and high-net worth realm.Key...
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Tax Senior or Manager
6 days ago
Lincolnshire, Illinois, United States Jobot Full timeAbout the JobAs a Tax Senior or Manager, you will be responsible for providing top-notch tax services to individuals, corporations, and non-profits. Our firm is built on providing exceptional financial guidance and solutions, especially in underserved communities. We aim to empower our clients with expert tax strategy, financial planning, and business...
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Senior Associate
3 weeks ago
Lincolnshire, Illinois, United States Mowery & Schoenfeld Full timeUnlock Your Potential as a Client Advisory Services AssociateMowery & Schoenfeld, LLC is a leading accounting, advisory, and IT services firm seeking a highly motivated and detail-oriented Client Advisory Services Associate to join our dynamic team. As a key member of our Client Advisory Services / CFO Advisory team, you will have the opportunity to work...
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Tax Partner
3 weeks ago
Lincolnshire, Illinois, United States Mowery & Schoenfeld Full timeAbout the RoleMowery & Schoenfeld, LLC is seeking a seasoned Tax Partner to lead our Private Client Services team. As a trusted advisor, you will work closely with affluent and ultra-high net worth families to provide comprehensive tax planning and compliance services.Key ResponsibilitiesDevelop and implement tax strategies for high-net-worth clients,...
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Tax Partner
1 month ago
Lincolnshire, Illinois, United States Mowery & Schoenfeld Full timeAbout the RoleMowery & Schoenfeld, LLC is seeking a seasoned Tax Partner to lead our Private Client Services team. As a trusted advisor, you will work closely with high-net-worth individuals and families to provide tailored tax solutions and strategic guidance.Key ResponsibilitiesDevelop and implement tax strategies for affluent clients, ensuring compliance...
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Senior Internal Auditor
1 week ago
Lincolnshire, Illinois, United States Zebra Technologies Full timeJob Summary:We are seeking a highly skilled Senior Internal Auditor to join our team at Zebra Technologies. As a Senior Internal Auditor, you will be responsible for leading financial, operational, and compliance audits for our domestic and international operations.Key Responsibilities:Plan, lead, and execute financial, operational, and compliance...
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HR Shared Services Supervisor
3 weeks ago
Lincolnshire, Illinois, United States Zebra Full timeJob Title: HR Shared Services SupervisorAt Zebra, we are a community of innovators who come together to create new ways of working to make everyday life better. United by curiosity and care, we develop dynamic solutions that anticipate our customer's and partner's needs and solve their challenges.Job Summary:The Supervisor of HR Shared Services (HRSS) leads...
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Wealth Advisor
2 weeks ago
lincolnshire, United States StevenDouglas Full timeWealth Management * Financial Planning * Family Office * Tax ServicesMowery & Schoenfeld Wealth Management – Helping Our Clients Grow and Succeed.475 Half Day Road, Suite 500Lincolnshire, IL 60069Mowery & Schoenfeld – Wealth AdvisorType: In OfficeRole:The Wealth Advisor must have experience working with clients, they need to be able to step into the...
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Wealth Advisor
2 weeks ago
Lincolnshire, United States StevenDouglas Full timeWealth Management * Financial Planning * Family Office * Tax ServicesMowery & Schoenfeld Wealth Management – Helping Our Clients Grow and Succeed.475 Half Day Road, Suite 500Lincolnshire, IL 60069Mowery & Schoenfeld – Wealth AdvisorType: In OfficeRole:The Wealth Advisor must have experience working with clients, they need to be able to step into the...
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Wealth Advisor
3 weeks ago
Lincolnshire, United States StevenDouglas Full timeWealth Management * Financial Planning * Family Office * Tax ServicesMowery & Schoenfeld Wealth Management – Helping Our Clients Grow and Succeed.475 Half Day Road, Suite 500Lincolnshire, IL 60069Mowery & Schoenfeld – Wealth AdvisorType: In OfficeRole:The Wealth Advisor must have experience working with clients, they need to be able to step into the...
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Tax Senior Manager
1 week ago
Lincolnshire, Kentucky, United States Mowery & Schoenfeld Full timeWe are seeking a highly skilled Tax Senior Manager to join our team at Mowery & Schoenfeld. As a leader in our firm, you will be responsible for managing private wealth engagements, mentoring younger staff, and providing exceptional client service.With a strong background in tax law, particularly in the private wealth and high-net worth realm, you will lead...
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Tax Manager
1 week ago
Lincolnshire, Kentucky, United States Mowery & Schoenfeld Full timeWe are seeking a highly skilled Tax Manager to join our team at Mowery & Schoenfeld. As a Tax Manager, you will lead engagements, develop recommendations, and provide proactive advice based on your knowledge of tax law, particularly within the private wealth and high-net worth realm.Key responsibilities include:Leading private client engagements and...
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Information Security Auditor, Advisor
2 weeks ago
Lincolnshire, Kentucky, United States Zebra Technologies Full timeJob SummaryZebra Technologies is seeking an experienced Information Security Auditor, Advisor to join our team. As a key member of our Information Security department, you will be responsible for managing the execution of risk-based operational and Sarbanes-Oxley (SOX) audits.You will work closely with our Information Security Director to influence business...
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Territory Sales Manager
4 weeks ago
Lincolnshire, United States Staples, Inc. Full timeQuill is a valuable part of the Staples family of brands. Since 1956, Quill has held its position as a leader in office supplies. Acquired by Staples in 1998, Quill delivers the essential services, solutions, and award-winning customer support to help our customers – and our people – thrive. When you partner with Quill, as a customer or as an...
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Tax Associate
2 weeks ago
Lincolnshire, United States Alight Solutions Full timeOverall purpose of the role To assist with various tax reporting and accounting activities. This role is a hands-on Associate role which is required to produce a high standard of reporting from our shared service center, acting as an intermediary to our tax advisors, tax authorities, local finance teams and leadership across Alight group. Main...
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Inside Sales Account Manager
4 weeks ago
lincolnshire, United States Staples, Inc. Full timeQuill is a valuable part of the Staples family of brands. Since 1956, Quill has held its position as a leader in office supplies. Acquired by Staples in 1998, Quill delivers the essential services, solutions, and award-winning customer support to help our customers – and our people – thrive. When you partner with Quill, as a customer or as an...
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Tax Professional
4 weeks ago
Lincolnshire, Kentucky, United States Mowery & Schoenfeld Full timeAbout the RoleMowery & Schoenfeld is seeking a highly motivated and detail-oriented Tax Associate to join our team. As a Tax Associate, you will be responsible for preparing individual, entity, and trust returns, communicating effectively with clients and team members, and providing exceptional client service.Key ResponsibilitiesPrepare individual, entity,...
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Relationship Banker
2 months ago
Lincolnshire, United States Wintrust Financial Full timeWintrust is a financial holding company with approximately $50 billion assets under management and traded on the NASDAQ:WTFC. Built on the "HAVE IT ALL" model, Wintrust offers sophisticated technology and resources of a large bank while focusing on providing service-based community banking to each and every customer. Wintrust operates fifteen community bank...
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Tax Professional
1 week ago
Lincolnshire, Kentucky, United States Mowery & Schoenfeld Full timeWe are seeking a highly motivated and detail-oriented Tax Associate to join our team at Mowery & Schoenfeld. As a Tax Associate, you will be responsible for preparing individual, entity, and trust returns, communicating effectively with clients and team members, and providing exceptional client service.About the Role:Prepare individual, entity, and trust...
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Tax Professional
6 days ago
Lincolnshire, Kentucky, United States Mowery & Schoenfeld Full timeAbout the Role:Mowery & Schoenfeld is seeking a skilled tax professional to join our team. As a Tax Associate, you will work closely with our engagement team to prepare individual, entity, and trust returns. You will also communicate effectively with clients, team members, and regulatory bodies.Key Responsibilities:Preparing individual, entity, and trust...
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Associate - Client Advisory Services
1 month ago
Lincolnshire, United States Mowery & Schoenfeld Full timeMowery & Schoenfeld, LLC is adding a Client Advisory Services (CAS) Senior Associate to our growing CAS / CFO Advisory team. Current audit associates and senior audit associates within public accounting firms are strongly preferred as their experience and client-facing polish align well with this opportunity! Our diverse client base offers a wide range of...
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Field Sales Executive
4 weeks ago
Lincolnshire, United States Staples, Inc. Full timeQuill is a valuable part of the Staples family of brands. Since 1956, Quill has held its position as a leader in office supplies. Acquired by Staples in 1998, Quill delivers the essential services, solutions, and award-winning customer support to help our customers - and our people - thrive. When you partner with Quill, as a customer or as an associate,...
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Field Sales Executive
4 weeks ago
Lincolnshire, United States Staples, Inc. Full timeQuill is a valuable part of the Staples family of brands. Since 1956, Quill has held its position as a leader in office supplies. Acquired by Staples in 1998, Quill delivers the essential services, solutions, and award-winning customer support to help our customers - and our people - thrive. When you partner with Quill, as a customer or as an associate,...
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Public Sector Sales Representative
4 weeks ago
LINCOLNSHIRE, United States Staples, Inc. Full timeQuill is a valuable part of the Staples family of brands. Since 1956, Quill has held its position as a leader in office supplies. Acquired by Staples in 1998, Quill delivers the essential services, solutions, and award-winning customer support to help our customers – and our people – thrive. When you partner with Quill, as a customer or as an...
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Field Sales Executive
4 weeks ago
LINCOLNSHIRE, United States Staples, Inc. Full timeQuill is a valuable part of the Staples family of brands. Since 1956, Quill has held its position as a leader in office supplies. Acquired by Staples in 1998, Quill delivers the essential services, solutions, and award-winning customer support to help our customers – and our people – thrive. When you partner with Quill, as a customer or as an...
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Field Sales Executive
4 weeks ago
Lincolnshire, United States Staples, Inc. Full timeJob DescriptionQuill is a valuable part of the Staples family of brands. Since 1956, Quill has held its position as a leader in office supplies. Acquired by Staples in 1998, Quill delivers the essential services, solutions, and award-winning customer support to help our customers – and our people – thrive. When you partner with Quill, as a customer or...
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Field Sales Executive
4 weeks ago
Lincolnshire, United States Staples, Inc. Full timeQuill is a valuable part of the Staples family of brands. Since 1956, Quill has held its position as a leader in office supplies. Acquired by Staples in 1998, Quill delivers the essential services, solutions, and award-winning customer support to help our customers – and our people – thrive. When you partner with Quill, as a customer or as an associate,...