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Senior Estate Planning – UHNW Families – Senior Associate
Only for registered members
This firm is seeking a highly experienced estate planning professional to design and deliver advanced wealth transfer, estate, and business succession strategies for ultra-high-net-worth (UHNW) families and family offices nationwide. · This senior role requires advising UHNW clie ...
Chicago, Illinois, , United States1 week ago
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We are seeking an experienced Tax Partner to join our leadership team. This role focuses on overseeing tax operations and guiding high-level client engagements. · ...
Chicago, IL1 week ago
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· ...
Chicago, IL1 month ago
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This role supports ultra-high-net-worth principals within a long-established private family office. · The Wealth Planner partners closely with senior leadership to deliver tax planning services while managing ongoing advisory relationships. · ...
Chicago, IL $65,000 - $160,000 (USD) per year4 days ago
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We seek an exceptional Family Wealth Advisor with demonstrated ultra-high-net-worth (UHNW) expertise to join our team. This individual will act as the primary relationship manager and strategic advisor to a select group of families, delivering holistic, multi-disciplinary wealth ...
Chicago, IL1 week ago
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· About DB Tax & Accounting (DBTA) · What truly sets DBTA apart is our entrepreneurial culture, commitment to people, and focus on long-term professional growth. We are a team of highly skilled accounting professionals who value collaboration, curiosity, and continuous learning. ...
Remote $55,000 - $125,000 (USD) per year3 days ago
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· Manage and review complex tax returns for individuals trusts partnerships corporations private foundations and international entities · Ensure full compliance with federal state and international tax regulations · ...
Chicago, IL2 weeks ago
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Job Details · Please make sure you read the following details carefully before making any applications. · Level: Experienced · Job Location: Chicago Office - Chicago, IL 60606 · Salary Range: $175, $200,000.00 Salary/year · About Cresset · Cresset is a firm built by clients, for ...
Chicago $180,000 - $300,000 (USD) per year7 hours ago
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+Cresset is seeking a Director of Tax Services to join its growing Tax Services team. · +Lead and execute client tax compliance engagements... · + · ...
W Lake Street STE Chicago, Illinois, United States1 week ago
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This position is responsible for serving as the lead advisor for ultra-high net worth families and developing deep trust and confidence with clients. · ...
Chicago, IL6 days ago
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Description · About Cresset · Cresset is a firm built by clients, for clients. As an independent, award-winning multi-family office and private investment firm, we are reimagining the way wealth is experienced. Our purpose is to help ensure that both wealth and life are fully opt ...
W Lake Street STE Chicago, Illinois, United States $175,000 - $200,000 (USD) per year3 days ago
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Tax Manager DBTA is seeking a motivated and experienced Tax Manager to join our expanding team In this role you will manage tax compliance and planning engagements for our UHNW clients while leading and mentoring a team of tax professionals This is an opportunity to join a firm w ...
Chicago, IL1 month ago
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Enventure is redefining how founder-led and family-owned businesses transition, modernize, and scale across the U.S.–India corridor. · ...
Greater Chicago Area1 month ago
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Description · Position Overview · Cresset is seeking an Associate Director of Family Governance with a focus on wealth education, rising generation engagement, and family culture. · Reporting to the Head of Family Governance, this position offers the opportunity to quickly grow i ...
W Lake Street STE Chicago, Illinois, United States22 seconds ago
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We are inviting a select group of leaders to join as Equity Buy-In Partners. This is not a role. This is a seat at the table. · A chance to build a platform, shape a firm, and write a legacy. · ...
Greater Chicago Area1 month ago
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The Sr. Trust Advisor, Global Family Office is responsible for managing a complex book of relationships consisting of principal and single-family office clients that require a mix of fiduciary, asset servicing, advisory services, banking, technology & reporting, and investment so ...
Chicago, IL1 month ago
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Syntax Talent Solutions busca un gestor de impuestos experimentado para unirse a nuestro equipo en expansión. · ...
Chicago4 weeks ago
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This role supports ultra-high-net-worth principals within a long-established, multi-generational private family office. · Serve as a primary planning partner to family members and related entities · ...
Chicago1 month ago
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Cresset is seeking a Director of Tax Strategy to join our Tax Strategy team. · Conduct in-depth research and analysis of individual, trust, partnership,and corporate income tax issues relevant to UHNW clients. Evaluate clients existing entity structures,includings family limited ...
Chicago1 month ago
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We are seeking a Family Wealth Strategist to exclusively work with UHNW families with a net-worth of greater than $25MM. · This individual will serve as the primary point of contact for internal and external referrals for FW prospects, · and have a command of the Family Wealth va ...
Chicago $160,000 - $334,000 (USD) Full time1 month ago
Director of Tax Strategy for UHNW Advisory - Chicago - Cresset Capital
Description
A leading investment firm in Chicago is seeking a Director of Tax Strategy to join their Tax Strategy team.Find out more about the daily tasks, overall responsibilities, and required experience for this opportunity by scrolling down now.
This senior advisory role focuses on sophisticated income tax planning for ultra-high-net-worth individuals, involving designing advanced tax mitigation strategies.
The ideal candidate will have extensive experience with UHNW clients, strong expertise in income tax matters, and a collaborative mindset.
Offering a competitive compensation package, this position is pivotal in enhancing the firm's tax strategy capabilities.
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Senior Estate Planning – UHNW Families – Senior Associate
Only for registered members Chicago, Illinois, , United States
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Tax Partner
Only for registered members Chicago, IL
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Tax Partner
Only for registered members Chicago, IL
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Wealth Planner
Only for registered members Chicago, IL
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Family Wealth Advisor
Only for registered members Chicago, IL
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Seasonal Tax Professional
Only for registered members Remote
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Seasonal Tax Professional
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director, tax strategy
Cresset Capital- Chicago
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Director, Tax Services
Only for registered members W Lake Street STE Chicago, Illinois, United States
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Key Private Bank Family Wealth Strategist
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Director, Tax Strategy
Only for registered members W Lake Street STE Chicago, Illinois, United States
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Tax Manager
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Equity Partner
Only for registered members Greater Chicago Area
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Associate Director, Family Governance
Only for registered members W Lake Street STE Chicago, Illinois, United States
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Equity Partner
Only for registered members Greater Chicago Area
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Sr. Trust Advisor, Global Family Office
Only for registered members Chicago, IL
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Tax Manager
Only for registered members Chicago
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Wealth Planner
Only for registered members Chicago
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Director, Tax Strategy
Only for registered members Chicago
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Key Private Bank Family Wealth Strategist
Full time Only for registered members Chicago
