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Our clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries. EisnerAmper is seeking a Tax Director to join our Real Estate Tax practice with a primary focus on privately held real estate owners, developers, operators, family offices, and closely held real estate businesses.

TAG EisnerAmper, LLC (Inactive)

Tax Director - Real Estate

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Recognized by Barron's among the nation's top RIA firms, and as one of the industry's best places to work,* Cresset is guided by long-term relationships, shared success, and a belief that wealth should serve a life well lived. The role involves collaborating with internal teams and external service providers (Administrators, Auditors, Tax Preparers, Legal etc.) to gather necessary information and address any discrepancies.

Cresset Capital

Associate, Fund Accounting

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The FCM will be responsible for building, developing, and leading a team that is focused on providing clients with an exceptional client experience and deepening relationships through service and client service follow up. Open deposit accounts, accept and key loan applications, close loans, and assist, coach, and lead the branch team's execution of growing accounts; loans and deposits, both consumer and business.

YEAR

First Financial Bank NA

Financial Center Manager II (Deerfield)

Financial Center Manager II (Joliet)

Works with the Trust Officer to complete daily tasks including utilizing proper forms, processes and procedural elements that pertain to specific daily workflow, work with internal operations staff regarding account openings, closings, and asset transfers (if applicable) and basic daily tasks including opening and sorting incoming mail, process outgoing mail, and phone coverage. Under general supervision, the Trust Associate I is responsible for clerical administrative support for one or more Trust Administrators who manage accounts including investment management agency, custody and personal trusts, by performing a wide variety of tasks related to serving trust clients by handling daily transaction workflow, creation and maintenance related responsibilities.

HOUR

Wintrust Financial Corp

Trust Associate I

Facilitate new client onboarding process - open and maintain client accounts, manage account paperwork, track and record client correspondence, generate various performance and activity reports, along with other operational activities. Great Lakes Advisors LLC, and The Chicago Deferred Exchange Company LLC, we offer comprehensive wealth management solutions, including investment, trust, and asset management services.

Financial Assistant

FULL_TIME

Drive revenue growth on existing and new clients through development of a strategic consultative sales plan in conjunction with producer including identifying and executing cross-sell opportunities when appropriate. Exceptional interpersonal skills capable of interacting with private equity and C-suite clients to cultivate strong relationships through effective communication and trust.

NFP Corp

VP, Client Executive, Private Equity

[AW]-iCims

In addition, the Trust Tax Associate performs traditional trust administration support functions, including account maintenance, transaction processing, document management, account reviews, and client service activities. This position is responsible for assisting with fiduciary tax reporting/tracking, tax document coordination, tax payment processing, account onboarding and closing, and communication with internal partners and external tax vendors.

Wintrust Financial Corp.

Trust Associate (Tax)

We serve clients in all 50 states with more than 200 branch banking locations in Illinois, southwestern Florida, northwestern Indiana, west Michigan and southern Wisconsin and commercial banking offices in Chicago, Denver, Milwaukee, Grand Rapids, Mich., and in key branch banking locations throughout Illinois. Partner closely with leaders and team members to develop and execute people strategies that support business objectives, including talent management, employee engagement, performance management, leadership development, compensation, succession planning, employee relations, and workforce planning.

Senior HR Business Partner

Maintenance of all aspects of portfolio accounting system (APX/Advent) including daily reconciliation, trade affirmation/settlement, security setup, pricing/account valuation, corporate actions, system automation, data workflow/custom reporting. Assist in supporting the Head of Performance & Data with GIPS compliant composites; provide support for periodic production of portfolio/composite performance data and portfolio risk statistics (performance attribution, etc.).

Director of GLA Investment Operations

Position Overview: Responsibilities will include providing administration of real estate assets within accounts such as personal trust accounts, estates, guardianships, and agencies, up to and including moderately complex situations. Great Lakes Advisors LLC, and The Chicago Deferred Exchange Company LLC, we offer comprehensive wealth management solutions, including investment, trust, and asset management services.

Vice President, Real Estate

SKILLS FOR SUCCESS: Qualified candidates will possess an intermediate degree of proficiency (typically from 7+ years of work or practical experience), in: Decision Making: Exercises sound judgment in estate settlement matters, balancing client needs and fiduciary risk considerations. DOING THE RIGHT THING: Our employees take pride in doing the right thing for customers and colleagues as well as being accountable for risk by openly exchanging ideas and opinions, elevating concerns, and following policies and procedures that protect all our valuable assets - including you.

Fifth Third Bank

Manager, Estate Settlement

The ideal candidate enjoys the technical and analytical side of wealth management, is highly organized, and is passionate about delivering exceptional planning support. The Financial Planning Assistant will provide analytical and planning support to the advisory team through retirement analyses, investment proposals, insurance illustrations, portfolio reviews, and case preparation.

Greater Chicago

Financial Planning Assistant

Lead the billing workstream for mergers, from pre-close due diligence through post-close integration, including evaluating incoming firms' billing practices, transition planning and execution, and conversion to the firm's billing platform. Billing & Revenue Manager oversees day-to-day billing and revenue management activities and leads a team of eight, with responsibility for accurate and timely billing, strong controls, and team leadership.

Cerity Partners LLC

Billing & Revenue Manager

Paid Time Off• Generous PTO with optional rollover• Personal/Sick Time• 10 Holidays with additional half days off for specific holidays throughout the year• Summer Perks• Bereavement Time -inclusive time off for a loved one, unborn child, or pet.• The Senior Performance Analyst is responsible for calculating and analyzing a diverse portfolio of client performance using various performance and analytical tools as well as assisting with broad team processes and development.

Sr. Performance Analyst

Role Overview: The RFP (Request for Proposal) Team Analyst plays a key role in supporting the business development and client acquisition processes by creating compelling, accurate, and timely responses to RFPs and RFIs (Request for Information). This role requires strong analytical skills, attention to detail, and the ability to manage multiple projects simultaneously while collaborating with subject matter experts and sales teams.

RFP Analyst

Paid Time Off• Generous PTO with optional rollover• Personal/Sick Time• 10 Holidays with additional half days off for specific holidays throughout the year• Summer Perks• Bereavement Time -inclusive time off for a loved one, unborn child, or pet.• We provide a comprehensive platform that brings together wealth management, institutional consulting and business management, empowering clients to navigate complexity with clarity and confidence.

Performance Associate

Preferred Experience and Credentials: Experience with bank or credit union wealth management programs, broker-dealers, registered investment advisers, insurance distribution organizations, asset managers, third-party program managers, technology providers, or associations serving these markets. BISA is the leading financial services industry association serving firms and leaders involved in delivering investment, insurance, advisory, retirement, technology, and related wealth management solutions through banks and credit unions.

SmithBucklin Corporation

Executive Director - Bank Insurance & Securities Association

Ultimate responsibility for all aspects of the relationship including worldwide custody and other asset servicing needs, investments, banking, credit, insurance investment accounting, treasury management services and proper introductions to Wealth Management as appropriate. As a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust (Nasdaq: NTRS) is proud to guide the world's most successful individuals, families, corporations and institutions.

Northern Trust Corp

Client Executive Insurance Solutions

As a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust (Nasdaq: NTRS) is proud to guide the world's most successful individuals, families, corporations and institutions. Partner with vendors and internal stakeholders to assess innovative surveillance capabilities and rapidly validate value through proofs of concept (POCs) and pilot programs.

Wealth Management Advisor Jobs in Chicago, IL

Tax Director - Real Estate TAG EisnerAmper, LLC (Inactive)

Associate, Fund Accounting Cresset Capital

Financial Center Manager II (Deerfield) First Financial Bank NA

Financial Center Manager II (Joliet) First Financial Bank NA

Trust Associate I Wintrust Financial Corp

Financial Assistant Wintrust Financial Corp

VP, Client Executive, Private Equity NFP Corp

Trust Associate (Tax) Wintrust Financial Corp.

Senior HR Business Partner Wintrust Financial Corp.

Director of GLA Investment Operations Wintrust Financial Corp

Vice President, Real Estate Wintrust Financial Corp

Manager, Estate Settlement Fifth Third Bank

Financial Planning Assistant Greater Chicago

Billing & Revenue Manager Cerity Partners LLC

Sr. Performance Analyst NFP Corp

RFP Analyst NFP Corp

Performance Associate NFP Corp

Executive Director - Bank Insurance & Securities Association SmithBucklin Corporation

Client Executive Insurance Solutions Northern Trust Corp

Compliance SW Engg Northern Trust

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