Tax Manager High Net-Worth - Chicago

This is an exceptional opportunity for an business development focused advisor to work with one of the world's most respected private client platforms, · 5–10 years' success advising high-net-worth clients · An established book of business or network of HNWI prospects · ...

Tax Manager - High Net-Worth & Entity Focus · Location: Fully Remote · Salary: $130,000 - $170,000 + Annual Merit Increases & Discretionary Bonus · We are a prominent certified public accounting firm operating across the Midwest and Denver regions. We deliver comprehensive attes ...

Want to learn more about this role and Jobot? Click our Jobot logo and follow · our LinkedIn page · Job details: · No book of business required · This Jobot Job is hosted by: Colleen Gormley · Are you a fit? Easy Apply now by clicking the "Easy Apply" button · and sending us your ...

We are searching for a highly skilled and experienced Estate Planning Attorney to join our prestigious legal firm. The ideal candidate will be a dynamic individual with a deep understanding of high-net-worth estate planning and an unwavering commitment to client service. · ...

Want to learn more about this role and Jobot? Click our Jobot logo and follow our LinkedIn page · Job details · No book of business required · This Jobot Job is hosted by Colleen Gormley · Are you a fit? Easy Apply now by clicking the "Easy Apply" button and sending us your resum ...

We are seeking a highly skilled High Net Worth Tax Senior to join our team. · ...

Acrisure is seeking a HNW Personal Lines Client Advisor to join our growing team.The HNW Personal Lines Client Advisor is a performance driven individual that delivers white gloves service and advisory strategies to affluent and ultra-high-net-worth clients,focusing on reducing i ...

This position offers the opportunity to work in a sophisticated environment and collaborate with partners across multiple offices including Chicago, New York and DC. · ...

Tax Manager supporting high net worth individuals and families with sophisticated tax planning and compliance services. · ...

Estate Planning Associate Attorney · Work directly with high net worth individuals, business owners and family offices on sophisticated estate planning and tax strategies. Build a broad skill set across estate planning, trust administration, corporate, real estate and tax matters ...

Wealth Advisor, UHNW · Succession Planning · Chicagoland · Overview · Independent, multi-billion-dollar multi-family office / registered investment advisor in the Chicago metro area is seeking a Senior Wealth Advisor to serve as a trusted partner and primary relationship manager ...

Wealth management associate sought to support client advisors in delivering comprehensive wealth management services to ultra-high-net-worth families. · Organize and prepare materials for regular client meetings. · Attend and participate in all Chicago-area client meetings. · ...

We are seeking an experienced and driven Lead Financial Advisor to join our team. This role is heavily focused on business development with approximately 75% of time dedicated to identifying and engaging new clients within an upscale market. · Proven experience in a client-facing ...

We are seeking a highly motivated professional to support Client Advisors in delivering comprehensive wealth management services to sophisticated ultra-high-net-worth (UHNW) families. This role plays a key part in ensuring an exceptional client experience across all aspects of th ...

· Job Title: Lead Financial Advisor · Location: Greater Chicago Area – Hybrid (in-office 2-3 days per week) – Potential for 100% Remote · Overview · Our client, a respected insurance-focused advisory firm, is seeking an experienced and driven Lead Financial Advisor to join their ...

A downtown Chicago law firm with a collaborative private client law practice is seeking an Illinois-licensed Trusts & Estates Associate Attorney with 2–5 years of experience. The firm represents high-net-worth individuals, business owners, and entrepreneurs, and is composed of at ...

Sps global talent is actively recruiting mid-level private client trusts estates associates 3+ years of experience for multiple law firm clients across key u.s. markets. · ...

Lateral Link is partnering with a prestigious Chicago law firm on a confidential search for an attorney to join its highly regarded Trusts & Estates / Private Wealth Group. · This is a standout opportunity to join one of the region's most respected T&E teams known for advising hi ...

I'm working with a premier, privately held bank in the · Western Suburbs of Chicago · seeking a Client Advisor to serve high-net-worth clients. · Join a growing Wealth Management team as the primary relationship lead for high-net-worth clients. You'll deliver comprehensive, goals ...

We are a Top Registered Investment Advisory/RIA Firm with over 1200 employees and over $80 billion in Assets Under Management and growing each and every year. We work exclusively with High Net Worth and Ultra High Net Worth clientele. · ...