Lawyer Personal Planning Jobs in Chicago

Personal Financial Services Tax - Manager - National The candidate will help private companies with a range of business advisory needs such as audit, tax compliance, and planning to help improve ..

UHNW Planning Analyst Duties: Responsible for the ... software programs to create comprehensive Personal Wealth Analysis Reports (the “plan”). ... Monte Carlo, wealth transfer, philanthropic planning and asset protection. Supervised..

Tax Director Duties: Lead a team that provides tax compliance and planning services to the firm’s family office clients. Collaborate with family office peers (attorney, financial planner, and wealth advisor) and ..

Assistant General Counsel The candidate will be responsible for working at the direction of Legal Department leadership to support the execution of the assigned function within the Legal Department, assist in ..

Global Director of Accounting Financial Planning & Analysis Duties: Responsible for implementing and maintaining a system of internal controls that will ensure that company assets are adequately safeguarded and that financial ..

... credentialed specialists to provide wealth planning, investments, private banking, risk management, ... in AUM, Loans, Deposits, Estate Planning, and Wealth Planning. Acts as the Core Team ... relationships. Develops..

Relationship Manager The candidate will manage client relationships and the portfolio to maximize client retention and grow the business in accordance with the investment objectives of the individual clients, and the ..

Research and Development Tax Credit Manager The candidate will perform tax planning and research, resolve complex tax issues, and give recommendations to clients, as it relates specifically to the R&D credit. ..

Assistant General Counsel - Governance, Transactions & Finance The candidate serves as a critical advisor to corporate function, including support of governance, transaction, and finance matters, assisting in the assessment of ..

Corporate Counsel Duties: Responsible for navigating and leading complex commercial transactions and agreements. Draft, structure, review, interpret, and negotiate a broad range of commercial agreements and contracts supporting a variety of ..

Advanced Wealth Planning Strategist Responsibilities: Work with advisors ... worth prospects through high-level sophisticated planning concepts. Present and illustrate specific ... and illustrate specific advanced wealth planning concepts such as,..

Talent Manager The candidate will act as the holistic owner of the Consulting Team employment experience with a close focus on the business needs of firms and the professional development of ..

Estate and Tax Planning Analyst The candidate will be ... for collecting, reviewing, and synthesizing personal and wealth profile data and ... Collect, organize and maintain client personal and estate..

... on quarterly and year-end tax planning and projections. Provide tax solutions ... fund investments, intra-family gifting and planning, deferred compensation, and related technical ... law changes. Responsible for engagement..

Tax Manager-Individual Tax Services The candidate will perform technical review of complex individual tax returns and all supporting tax documents. Lead multiple engagements that deliver proactive tax planning and strategic consulting. ..

Tax Manager-Individual Tax Services The candidate will perform technical review of complex individual tax returns and all supporting tax documents. Lead multiple engagements that deliver proactive tax planning and strategic consulting. ..

Tax Manager - Private Client Services The candidate will serve family offices, closely held businesses and their owners, ultra-high net worth individuals and their multi-generational families and private equity fund owners. ..

Tax Leader | Private Client The candidate will be partnering with the financial planners, Wealth Strategists, and Innovation teams expand the flexibility to help clients grow, preserve and protect wealth. Serving ..

... seeking a highly motivated Mid-Level Personal and Succession Planning Associate Attorney to join its ... a strong background in estate planning, business succession planning, and charitable giving strategies, with..

Legal Counsel- Design Build Experience The candidate will be providing advice and support at all stages during the review, negotiation, and management of Design-Build contracts (including Teaming Agreements, Tender Agreements, Delivery ..

Advanced Wealth Planning Strategist, SVP The candidate will ... report to the SVP, Wealth Planning Manager and will work under ... worth prospects through high-level sophisticated planning concepts. Present and..

Aon is looking for a Pension Governance Attorney, Associate Partner The associate partner will provide consulting advice on a wide array of governance consulting services to our clients, including but not ..

Estate Planning Paralegal Clancy & Associates Full-Service ... law firm is dedicated to planning for individuals with special needs ... through legal, educational, and life planning. We bring peace of..