Tax and Wealth Transfer Partner

Key ResponsibilitiesEstate Planning: Advise clients on tax-efficient ownership structures, forming family entities, and managing investments.Wealth Transfer: Plan for the succession of management of family-owned businesses, using multi-generational wealth transfer techniques.Tax Expertise: Assist executors with estate administration, including preparation of...

Lead Estate Planning PositionWe are looking for a seasoned Tax and Wealth Transfer Specialist to lead our Estate Planning team at Denovo Review. The successful candidate will have exceptional leadership skills, a strong ability to interact and build relationships with clients, and the drive to develop additional client relationships and business.The position...

Gould & Ratner LLP is a respected law firm seeking an experienced Estate Planning & Wealth Transfer Equity Partner to join its Tax and Wealth Transfer Practice Group. This attorney will have significant experience advising closely held businesses and high-net worth individuals and families in complex and sophisticated estate planning, wealth transfer,...

We are seeking an experienced Estate Planning & Wealth Transfer Partner to join our dynamic Tax and Wealth Transfer Practice Group at De Novo Review Inc in Chicago, IL. As a key member of our team, you will advise high-net-worth individuals, families, and businesses on complex estate planning, wealth transfer, and business succession matters.This role offers...

Kai Wealth LLC seeks an Investor Relations Associate to drive our investor outreach and client relationship management efforts. As a key member of our team, you will coordinate online events, investor meetings, and prepare meeting collateral sourced from various team members. This role presents an exciting opportunity to join a dynamic business with strong...

Experienced Attorney Sought for Tax and Wealth Transfer Practice GroupA reputable Law Firm in Chicago, Illinois seeks a seasoned Estate Planning & Wealth Transfer Partner to join its esteemed Tax and Wealth Transfer Practice Group.This attorney will provide expert guidance to high-net-worth individuals, families, and businesses on sophisticated estate...

About Our TeamWe are a dynamic team of professionals dedicated to delivering exceptional client service and expert guidance in the areas of wealth management and financial advisory services. We are seeking an experienced Tax Manager to join our team.The successful candidate will have a strong background in tax planning and preparation, with expertise in...

We are seeking a highly motivated and experienced Wealth Management Advisor to join our team at RK Partners. As a Wealth Management Advisor, you will be responsible for providing comprehensive financial planning and investment advice to clients covering wealth management, estate planning, retirement planning, insurance & tax strategies.The ideal candidate...

About the RoleAs a Senior Financial Analyst in our GLM Wealth Accounting team, you will be responsible for supporting the Wintrust Finance Corporate Controller Department. Your key responsibilities will include daily cash monitoring, general ledger entries, financial and investor-accounting analysis, bank and GL analysis, day-to-day cash management...

As a Private Bank Wealth Advisor IV, you will play a crucial role in developing and executing comprehensive wealth plans that cater to the diverse needs of high-net-worth clients at Huntington National Bank.Main Responsibilities:Develop and implement personalized wealth plans aligned with each client's goals and objectives.Nurture relationships with key...

Company OverviewRanked among the top accounting firms, Jobot is a trusted partner for individuals and growing organizations seeking expert tax advice. Our firm offers a unique approach, fostering connections with dedicated professionals backed by a wealth of expertise and resources.

Wealth Planning Associate OpportunityECG Resources, a premier Single-Family Office, seeks a detail-oriented and results-driven Wealth Planning Associate to support the delivery of exceptional wealth management services to UHNW clients.This entry-level professional will contribute to a high-performing team, learning from experienced advisors and developing...

We're looking for a highly motivated Wealth Services Associate to join our team at RK Partners. In this role, you'll play a crucial part in supporting our clients and Wealth Advisors with administrative and operational assistance.You'll need a degree in finance or a related field and at least 5 years of experience in client service. A Series 65 license is...

As a Private Wealth Associate at Bernstein Private Wealth Management, you will play a critical role in providing exceptional client service and support. Your primary responsibility will be to partner with Financial Advisors to build their business and provide service and support functions such as portfolio analysis, account creation and maintenance, and...

About Cerity PartnersCerity Partners is a leading national registered wealth management and institutional consulting firm serving high-net-worth individuals, businesses, and nonprofit organizations. Our mission is to positively impact the financial well-being of our clients by delivering objective financial advice. We believe in a simple formula that drives...

Company OverviewWe at West Monroe Partners are passionate about creating measurable value for our clients. Our unique approach combines business and technology expertise to deliver real-world solutions that generate lasting impact.Salary RangeBase salary ranges vary based on your location, experience, skills, education, and internal equity. Learn more about...

Transform Your Career as a Senior Tax AdvisorWe are seeking an experienced Senior Tax Advisor to join our team, focusing on providing exceptional tax services to high net worth individuals and families.About the Role:This is a dynamic opportunity to work with a diverse portfolio of clients, delivering comprehensive solutions to their complex tax needs. As a...

Job OverviewWe are seeking a talented Wealth Advisor who is looking to contribute to a growing investment management and trust company. As a key member of our team, you will be responsible for creating and growing long-term, trusted relationships with prospects, clients, and credit union partners in and/or near Chicago, Illinois.Your primary focus will be on...

**About First Community Trust**FCT is a leading nationally chartered trust company offering wealth advisory services, including investment, retirement, and trust management. Our primary focus is on serving the needs of credit unions and their members.**Our Goal**We strive to help clients achieve their personal, financial, and estate planning objectives. With...

Judson Group has partnered with a reputable financial advisory practice in the Chicago area to find an experienced Wealth Operations and Practice Management Strategist. This role plays a crucial hands-on part, responsible for daily operation efficiencies, client services, and office procedures.The ideal candidate has strong communication and technological...