Private Client Jobs in Palos Heights

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Full-time Experience : Min 3 yrs required

Title: Tax Expert - TurboTax Store Job Responsibilities: - Serve as a proactive community ambassador by representing TurboTax locally, engaging with new prospects, nurturing leads, and converting them into long-term clients through proactive outreach. - Lead local events with TurboTax support, participate in...

Posted On Sep 14, 26
Full-time 4 views

Title: Partnership Tax Manager, Advanced Computational Services Job Responsibilities: As a Partnership Tax Manager, you will be entrusted with advising clients on the tax implications of their business objectives, particularly focusing on partnership-specific items. Your responsibilities will include, but are not limited...

Posted On Sep 14, 26
Full-time 5 views Experience : Min 6 yrs required

Title: Partnership Experienced Tax Manager, Advanced Computational Services Job Responsibilities: 1. Tax Specialization: - Maintain and develop an in-depth understanding of technical and practical issues and opportunities related to partnership taxation. - Advise clients on tax implications of business objectives and partnership-specific...

Posted On Aug 11, 26
Full-time

Title: Partnership Tax Senior Manager, Advanced Computational Services Job Responsibilities: As a Tax Senior Manager specializing in Partnerships, the primary responsibilities involve advising clients on the tax implications of their business objectives, particularly focusing on partnership-specific items. Key duties include: - Advising on...

Posted On Sep 01, 26
Full-time 6 views Experience : Min 3 yrs required

opportunities for a diverse client base within the construction... estate industries. You will work in a highly interactive team environment, participating in the tax planning and consultation process for clients, and delivering an outstanding client experience. Key responsibilities include:......

Posted On Sep 14, 26
Full-time 4 views Experience : Min 2 yrs required

Title: Partnership Tax Senior, Advanced Computational Services Job Responsibilities: As a Tax Senior, Partnerships, you will be responsible for utilizing basic research skills and applying your educational background to assist in advising clients on the tax implications of their business objectives and...

Posted On Sep 14, 26
Full-time 5 views Experience : Min 10 yrs required

Title: Partnership Tax Managing Director, Advanced Computational Services Job Responsibilities: The Tax Managing Director, Partnerships is tasked with advising clients on the tax implications of their business objectives and various partnership-specific items. Responsibilities include, but are not limited to: -...

Posted On Sep 15, 26
Full-time 17 views Experience : 8-20 yrs required

Title: High Net Worth Tax Managing Director Job Responsibilities: - Lead compliance and consulting services for high-net-worth individuals, multi-generational affluent families, family offices, and their private businesses and/or investment entities.... - Perform technical review of complex individual, partnership, S-corp, trust,...

Posted On Sep 15, 26
Full-time 1 views

affluent families, family offices, and their private businesses and/or investment entities. -... Perform technical review of complex individual, partnership, S-corp, trust, estate, gift, and state tax returns. - Lead multiple engagements delivering proactive tax planning and strategic consulting, including federal, estate, gi...

Full-time 1 views Experience : 4-6 yrs required

Job Title: Private Client Services Associate Attorney... Midlevel Job Responsibilities: The Private Client Services Associate Attorney... within the law firm's Private Client Services Group. The... team specializes in providing sophisticated estate and tax planning services. Responsibilities include: - Assisting individuals...

Full-time 11 views Experience : Min 5 yrs required

Litigation Associate (5+ years); Private Client practice Job Responsibilities: The Fiduciary... of the law firm's Private Client Group within the... tax team. The primary responsibilities include: - Assisting with fiduciary litigation cases. - Creating, drafting, and implementing sophisticated wealth transfer plans for high-net-worth individuals. -...

Full-time 10 views Experience : Min 10 yrs required

Job Title: Attorney - Private Client Practice Group Job Responsibilities: -... Advise high net worth and ultra-high net worth clients on advanced estate, gift, and GST tax planning. - Implement lifetime gifting strategies and manage sales to grantor and non-grantor trusts. - Engage in...

Full-time Experience : Min 9 yrs required

Job Title: Private Client Counsel Job Responsibilities:... - Advise high and ultra-high net worth individuals, families, family offices, and closely held businesses on complex estate, gift, generation-skipping transfer, and fiduciary income tax matters. - Engage in sophisticated wealth transfer planning....

Full-time 3 views Experience : 1-4 yrs required

Job Title: Private Clients, Trusts & Estates... Associate Job Responsibilities: The Private Clients, Trusts & Estates... Associate will be responsible for various tasks and duties within the law firm’s Private Clients, Trusts & Estates... group. The primary responsibilities include: - Drafting, implementing, and...

Full-time 2 views Experience : Min 8 yrs required

Job Title: Private Clients, Trusts & Estates... requiring experienced assistance. The responsibilities include: - Second chairing very large matters and independently managing other cases. - Engaging in ongoing and extensive work on significant multi-line and multi-generational client matters. - Adv...

Full-time 2 views Experience : Min 5 yrs required

Title: Mid- to Senior Level Attorney - Fiduciary Litigation and Estate Planning Job Responsibilities: The position involves a mix of fiduciary litigation, estate planning, and trust administration. Key responsibilities include: - Assisting with fiduciary litigation cases. - Creating, drafting, and implementing...

Full-time 2 views Experience : 2-11 yrs required

firm seeks an experienced Private Client Services Associate Attorney... to join their team in Chicago, IL. The ideal candidate will have 4-6 years of transactional experience in trust and estate planning and administration, with strong academic credentials and excellent communication...

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