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Mid-size Chicago law firm with busy probate, estate planning, and corporate practice seeks attorney with a minimum of two to five years experience in the area of probate and estate administration. Estate planning experience also helpful. Firm is also able to provide support to clients of candidate in all other areas of civil practice. read more
Director of Planned Giving
Duties: Provides technical and legal expertise in estate planning to prospective and current donors and to their advisors, regarding the tax and charitable aspects of planned giving. Provides expertise and is a key development officer in the construction and evaluation of complex gift agreements, for gifts both outright and planned. Develops and implements a multi-year strategic marketing plan to maximize income by securing a range of planned g...
Tax Manager - High Net Worth / Private Client Services
Duties: Serve as members of various client service teams and must possess strong technical knowledge of individual, trust and partnership income tax planning, consulting and compliance. In addition to the preparation and review of tax returns, Tax Managers participate in identifying client issues and communicating with clients and financial managers. Conduct research on various client issues, and supervise Associates a...
Estate & Trust Tax Manager
Responsibilities: Develop effective income and estate tax planning methodologies and comprehensive compliance solutions for our clients. Become the in-house estate, gift & trust tax expert. Prepare and review complex trust, gift, estate, and foundation tax returns. Research tax law, prepare tax memorandums on technical topics, and develop tax saving strategies. Manage all aspects of client accounts and foster client relationships. Consult with ...
Federal Tax Manager - Private Client Services
The candidate will be responsible for preparation and/or review of federal and state tax returns including fiduciary income tax, personal income tax, gift tax and estate tax. BS degree in Accounting required. CPA required. Masters in Taxation or LLM is a plus. Must have 8+ years of experience in public accounting with emphasis on estate, gift, trust and personal tax return preparation. Knowledge of fiduciary, gift and estate ta...
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Chief Trust Officer
The candidate will be accountable for oversight of the administration groups of the Personal Trust discipline’s product and service delivery, profitability and growth. As the most senior line of business (LOB) expert, accountable to lead and influence Trust Professionals in conjunction with the National Head of Trust & Estate Services to achieve business goals. Accountable for ensuring that the LOB adheres to policies and procedures including complian...
National Trusts and Estate Planning Associate
Candidate must have excellent academic credentials. Must be admitted to the Illinois Bar. Law review or journal experience strongly preferred, and 3+ years of estate planning experience at a national law firm is required.
Trust Advisor Team Lead
Duties: Manages client relationships and delivers high quality fiduciary services. Assumes primary responsibility for overall client satisfaction as the relationship manager by collaborating with the service team and appropriate NT resources to ensure timely delivery of high quality fiduciary service, issue resolution, effective communication of client needs to partners, and development of advisory relationships with clients. The partner in this rol...
Trusts and Estates Attorney
The candidate will provide tailored solutions to estate planning, estate settlement, and trust administration problems. Should have 2+ years of Trust and Estates experience in a law firm environment. Knowledge of wills, creation of planning documents, federal estate and gift tax, charitable trusts, power of attorney, etc. In general, a broad array of planning skills is preferred.