High Net Worth Client Relationship Specialist

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...

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...

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...

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 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...

About This OpportunityWe are seeking an experienced Client Relationship 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 industry,...

Fidelity Investments seeks a Client Relationship Developer to join their team. This pivotal role involves fostering client relationships and finding opportunities to deepen the relationship in meaningful ways.Job OverviewThe Client Relationship Developer will work closely with Financial Consultants to keep them organized and ensure that daily work is carried...

About UsCIBC is a leading North American bank that aims to create an inclusive environment where all team members and clients feel like they belong.Job OverviewWe are seeking a Senior Financial Relationship Manager to join our Private Banking team in Chicago. The successful candidate will be responsible for establishing program guidelines for cross-border...

Job OverviewWe are seeking a dedicated Client Relationship Specialist to join our team at John Kim - State Farm Agent. This role is ideal for individuals who thrive in sales environments and possess excellent communication skills.About the RoleAs a Client Relationship Specialist, you will be responsible for establishing strong relationships with clients,...

At Family Office Exchange (FOX), we are seeking a highly skilled Senior Relationship Professional to join our team. This role offers a unique opportunity to work with enterprise families, family office executives, and their trusted advisors. As a key member of our team, you will be responsible for building and maintaining relationships with assigned clients,...

**Role Overview**The Senior Client Services Manager role is a pivotal position that focuses on receiving and enhancing client relationships. Key responsibilities include client relationship management, retention and relationship repair, utilizing firm resources, client support and advisory, team leadership and development, and operational excellence.Key...

Job SummaryWe are seeking an experienced Family Office Tax Specialist to join our team at RSM US LLP. As a Senior Tax Advisor, you will be responsible for providing expert tax guidance to high-net-worth families and their offices.About the RoleThe successful candidate will have a strong background in taxation, with experience in managing client engagements...

Job Title: Tax Professional LeaderAbout Us: We are a dynamic and innovative firm, dedicated to delivering exceptional tax services to high-net-worth individuals and businesses.Salary: $90,000 - $110,000 per year, depending on experience.Job Description:We are seeking an experienced Tax Manager to join our team in Deerfield, IL. As a Tax Manager, you will...

Join Our Team as a Net Framework SpecialistAbout the Job:Compunnel Inc. is seeking a highly skilled Net Framework Specialist to join our team in Chicago, IL. As a key member of our team, you will be responsible for designing, developing, testing, and deploying applications and systems using .NET Core / C# and AWS. You will also participate in requirements...

We're seeking a seasoned professional to join our Private Banking team as a Cross Border Lending Strategist. As part of this role, you will be responsible for cultivating new and servicing existing bank relationships, resulting in the efficient delivery of credit and other bank services.This includes active portfolio management, providing banking and...

Job OverviewThe Goals Driven Wealth Management platform is a showcase product for Northern Trust's Wealth Management business providing holistic advice on wealth management to high net worth and ultra high net worth clients.

About the RoleThe Goals Driven Wealth Management (GDWM) platform is a showcase product for eTek IT Services, Inc., providing holistic advice on wealth management to high net worth and ultra high net worth clients.Key ResponsibilitiesLeveraging 8-12 years of experience in Financial Services Domain, predominantly Wealth Management, to drive business...

Job OverviewWe are seeking a highly skilled Tax Planning Specialist to join our team in downtown Chicago.Estimated Salary Range: $90,000 - $110,000 per yearAbout Our ClientOur client is a renowned firm providing tax planning, compliance, and family office services to high-net-worth clients for over 40 years. They value expertise and experience in tax...

At Huntington Bank, we're seeking a highly skilled High-Level Relationship Manager to join our team. In this role, you'll be responsible for developing and maintaining strong relationships with clients in the private equity sector.About the RoleThe ideal candidate will have 5+ years of experience in a private equity related sector and 3+ years of experience...

Job OverviewWe are seeking a skilled Senior Tax Professional to join our dynamic team at a top-ranked public accounting firm.About the RoleThis exciting opportunity involves overseeing tax projects, mentoring junior staff, and contributing to the firm's growth and success. As a key member of our team, you will play a crucial role in delivering exceptional...