High Net Worth Client Advisor

As a Senior Tax Advisor at Jobot, you will play a crucial role in preparing and reviewing tax returns for high net worth individuals, trusts, and partnerships. With a deep understanding of tax laws and regulations, you will provide expert advice on tax planning and consultation services to help clients optimize their tax positions and achieve their financial...

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...

About the Opportunity:We are excited to offer a challenging and rewarding opportunity for a highly skilled High Net Worth Trusts and Estates Attorney to join our team at 5 Legal.Job Summary:This role will involve providing expert advice to high net worth individuals and families on trusts and estates planning, tax-efficient transactions, and other related...

About the Job We are seeking a highly motivated and experienced Senior Tax Consultant to join our team at Jobot. As a key member of our tax department, you will be responsible for preparing and reviewing tax returns for high net worth individuals, trusts, and partnerships. Responsibilities: Prepare and review tax returns for individuals, trusts, and...

Join Our Team We are a dynamic and growing law firm looking for a skilled Tax Professional to join our team. As a member of our tax team, you will have the opportunity to work with high net worth clients and individuals, providing expert tax advice and guidance. If you are passionate about tax law and want to make a real difference in the lives of our...

We are seeking a highly motivated and experienced tax professional to join our team at Jobot, a reputable estate, tax, and business law firm in Chicago. The ideal candidate will have a passion for working with numbers and thrive in a fast-paced environment.Job SummaryThe successful candidate will be responsible for preparing and reviewing tax returns for...

Job OverviewWe are a fee-only wealth management firm based in Chicago, IL.Our mission is to provide full-service investment advisory, tax planning, return preparation, estate, and financial planning services tailored to meet the individual needs of each of our valued clients.About the PositionThis role involves developing and implementing strategic tax plans...

Job Overview:At Global Nexus Staffing, we are seeking a highly skilled Tax Management Professional to join our team. This is an exceptional opportunity for a motivated individual with experience in tax management and leadership to take their career to the next level.About the Role:This Sr. Tax Manager position involves providing high-quality tax services to...

Job DescriptionWe are a fee-only wealth management firm based in Chicago, IL. As a Registered Investment Advisor (RIA), we provide full-service investment advisory, tax planning, return preparation, estate, and financial planning services tailored to meet the individual needs of each of our valued clients.The ideal candidate will play a crucial role in our...

We are seeking an experienced Senior Trusts and Estates Attorney to join our team at LHH in Chicago, IL.Role OverviewThis is a senior-level role that requires a strong background in trusts and estates law, with a focus on high net worth clients. As a Senior Trusts and Estates Attorney, you will work closely with partners across the firm to develop business...

About the RoleWe are seeking a highly skilled and experienced Senior Account Manager to join our team in Chicago. As a key member of our Private Client Group, you will be responsible for managing a book of business worth approximately $2-3M in premium.The ideal candidate will have a proven track record of success in personal lines and high net worth...

About the RoleAt Brown Brothers Harriman, we are seeking a highly experienced and skilled Relationship Manager IV to join our Private Banking Wealth Management team in Chicago. In this role, you will serve as the primary point of contact for high-net-worth clients, providing exceptional client service and guiding them in achieving their strategic investment...

About the Role:We are seeking a skilled and experienced Tax Senior to join our dynamic team. As a Tax Senior, you will play a crucial role in overseeing tax projects, mentoring junior staff, and contributing to our firm's growth and success.Responsibilities:Prepare and review complex tax returns for high net worth individuals, corporations, and S...

Are you a highly motivated and experienced Tax Professional looking for a challenging role? Do you have a passion for providing expert advice on tax planning and consultation services to high net worth clients? If so, we encourage you to apply for the Senior Tax Advisor position at Jobot.About the Position:Prepare and review tax returns for individuals,...

We are looking for a highly skilled Licensed Client Service Associate to join our team at Citigroup Inc. As a key member of our Private Client Coverage group, you will be responsible for delivering wealth management services to high net worth individuals and families. You will work closely with our Banker teams to assess risk, analyze data, and communicate...

We are seeking an experienced Team Lead to manage a team of client advisors and ensure exceptional client experience in our Private Client Services team. The successful candidate will be responsible for developing, implementing, and monitoring workflows and procedures to guarantee high-quality service and compliance with agency standards.The ideal candidate...

Job OverviewThe role of Senior Tax Advisor at a prestigious accounting firm in downtown Chicago offers a unique opportunity to work with high-net-worth clients, providing tax planning and compliance services for over 40 years. With a focus on delivering exceptional client experience, the ideal candidate will possess a bachelor's degree in accounting and at...

Curi RMB Capital LLC is a leading investment advisory firm seeking a highly motivated Wealth Management Associate to join its team in the Chicago office.About the RoleThis is an excellent opportunity for a driven individual to train as a Wealth Advisor and perform administrative and financial planning functions associated with servicing high net worth...

Job SummaryPrepare and review complex tax returns for high net worth individuals, corporations, and S Corps.Provide strategic tax planning advice to clients and implement tax minimization strategies.Maintain and develop strong relationships with clients, ensuring their tax compliance and advisory needs are met.A minimum of 3 years of experience in public...

Job DescriptionWe are seeking a skilled Tax Planning Manager to join our team at Jobot. This is an exciting opportunity for a seasoned professional to provide strategic tax planning and return preparation services to our diverse clientele.The ideal candidate will possess a deep understanding of current tax laws and the ability to apply advanced tax...