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Accounting Subject Matter Expert
The candidate responsibilities and accountabilities will include: CPE Curriculum Development; Update existing CPE courses; Write new CPE courses; Review CPE courses developed by other SMEs; Write and/or review CPE course questions and glossaries; Write CPE course descriptions; Determine appropriate visual images to include in CPE courses; Completes other duties as assigned; CPA Curriculum Development; Updating existing CPA course content; W...
Associate Director Of Gift Planning Services
The candidate will report to the Director of Gift Planning Services (Director) and is responsible for the general marketing of planned gifts and the support of Development staff in promoting and setting up deferred gifts to the College as follows. Will assist the Director and the Regional Directors of Development in the process of presenting, explaining, and closing deferred gifts with specific deferred gift prospects. Assist th...
The candidate should have tax expertise. Travel throughout the U.S. to firm clients. J.D. required, CPA, MST or LLM a plus. Big four, law firm or other appropriate experience preferred.
The candidate should have 3-5 yearsâ€™ experience with a heavy concentration in estate planning and estate administration. Must have experience in income tax law. Must be licensed to practice law in Illinois.
Responsibilities: Manage tax advisory services, tax compliance, and tax provision to pass-through and C-corporation entities with an emphasis on manufacturing and distribution, construction and real estate, professional services, technology and financial institutions. Help develop, build and manage client relationships. Represent in the professional and business community. Participate in the proposal process for prospective clients. Contribute to sponsored tech...
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Lead Tax Manager
The candidate will be responsible for the following job duties which are focused around three core concepts (Technical & Quality Expertise, People & Talent Management, and Client Service/Business Development): Serve as a Career Advisor, mentor or coach to one or more employees, which will include providing honest and timely performance feedback; Train and develop staff members; Provide detailed review and analysis of complex tax returns; Work on multiple c...
Tax - Senior Manager
The candidate will be responsible for the following job duties which are focused around three core concepts (Technical & Quality Expertise, People & Talent Management, and Client Service/Business Development): Serve as a Career Advisor, mentor or coach to one or more employees, which will include providing honest and timely performance feedback; Train and develop staff members; Work on multiple complex issues while communicating in a non-technical mann...
Financial Services (Asset Management) Tax Manager
The candidate should have a Bachelor's degree in Accounting. CPA, Enrolled Agent or membership of the Bar required. Must have 5+ years of experience. Thorough knowledge of compliance and consulting for investment partnerships including hedge funds, mutual funds and private equity funds required. Considerable knowledge of structuring of funds and fund management companies to best limit tax liability needed. Thorough knowledg...
High Net Worth Tax Partner
The candidate will service, lead, and grow the Midwest Region practice. Will provide tax planning and consulting to our firm's high net worth clients for estate, wills and trusts taxation, and individual income taxes. Interact closely with client's other advisors such as attorneys and financial asset managers. Research and consult on tax matters, primarily in the federal estate, gift, charitable planning, and generation-skipping tax and individua...