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12 jobs found for

Illinois Trusts And Estates Attorney jobs in In-House

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Job info
Company
In-House
Experience
Min 8 yrs required
Location
Chicago, IL
Posted Date
Feb 21, 18
Info Source
Employer
Total Views
22
Private Wealth Advisor The candidate will identify prospects and convert them into clients. Managed relationships include investment management accounts, estates, trusts, guardianships, and agency accounts. Cultivates and expands customer relationships to grow revenue commensurate with sales targets. Works toward full-relationship banking within portfolio including coordinating with other lines of business. Actively prospects for new business by leveraging strong establish... read more
Company
In-House
Experience
8-10 yrs required
Location
Chicago, IL
Posted Date
Feb 21, 18
Info Source
Employer
Total Views
5
Wealth Management, Assistant Tax Counsel, Executive Director The candidate will report directly to the Tax Liaison Team Fiduciary Tax Lead and will involve frequent interaction with senior management, Deloitte Tax LLP and front office advisors (e.g., Trust officers, bankers, investors, wealth advisors, etc). Will have the following responsibilities: Maintain knowledge of relevant federal, state and international laws and the impact to trusts and estates and charitable enti... read more
Company
In-House, First Busey Corporation
Experience
Min 5 yrs required
Location
Urbana, IL
Posted Date
Feb 20, 18
Info Source
Employer
Total Views
52
Wealth Management Senior Fiduciary Officer Duties/Responsibilities: Manage assigned account base of wealth management clients by working with client service team, clients, and their professional advisors to develop a thorough understanding of the clients’ needs and goals. Exhibit depth of knowledge of trust and estate agreements, governing documents, and account agreements. Able to show extensive knowledge of fiduciary duties and applicable laws, including trust and tax ... read more
Company
In-House
Experience
Min 5 yrs required
Location
Chicago, IL
Posted Date
Feb 20, 18
Info Source
Employer
Total Views
12
Senior Trust Officer The candidate will partner with Private Client Advisors in closing new business and will provide high level advisory consultation to clients. Partner with PCAs to drive business development / close new Trust business in prospecting activities. Proactively identify and harvest opportunities to deepen relationships within current client base. Meet with key clients periodically to maintain relationships and identify issues / new business opportunities, an... read more
Company
In-House
Experience
Min 3 yrs required
Location
Chicago, IL
Posted Date
Feb 20, 18
Info Source
Employer
Total Views
27
Global Mobility Services Senior Associate The candidate will work with a team that has extensive experience helping multinational organizations manage the process of deploying an international workforce from start to finish, including complex tax, planning, administrative and strategic aspects. Must have 3+ years of experience and Bachelor's degree in Accounting or business related field provided all of the minimum requirements are met for CPA licensure per respective stat... read more
Company
In-House
Experience
Min 5 yrs required
Location
Chicago, IL
Posted Date
Feb 19, 18
Info Source
Employer
Total Views
17
Tax Manager - High Net Worth / Private Client Services The candidate will 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 As... read more
Company
In-House
Experience
5-7 yrs required
Location
Chicago, IL
Posted Date
Feb 16, 18
Info Source
Employer
Total Views
41
Trust and Investments Wealth Management Sales Consultant The candidate sells trust products and services to individuals characterized by complex or sensitive financial situations. Seeks prospects, presents products and services in calling presentations, and follows through to complete sale. Maintains ongoing contact with clients and promotes relationship enhancement opportunities through relationship managers. Utilizes an understanding of federal, state, and local laws and... read more
Company
In-House
Experience
Min 5 yrs required
Location
Chicago, IL
Posted Date
Feb 16, 18
Info Source
Employer
Total Views
55
Risk Advisory, Internal Audit Manager (focus on Trusts) Duties: Responsible for providing internal audit and internal control services to bank trust departments and private trust companies. The Manager will be responsible for assisting senior and associate consultants in planning and managing engagements, conducting fieldwork, discussing findings and observations during client exit meetings, reviewing staff work papers, and preparing written internal audit reports. Will al... read more
Company
In-House
Experience
Min 5 yrs required
Location
Chicago, IL
Posted Date
Feb 16, 18
Info Source
Employer
Total Views
2
Private Client Services Tax Manager The candidate will assist in providing tax compliance and consulting services to our high net worth clients. Should have significant knowledge of taxation related to personal income, estate and gift taxation and wealth retention strategies, as well as taxation of entities owned by business owners (partnership and corporate taxation), is required. Must have a Bachelor’s degree in Accounting or other relevant field. A Master’s in Accou... read more
Company
In-House, BMO Financial Group.
Experience
Min 10 yrs required
Location
Chicago, IL
Posted Date
Feb 15, 18
Info Source
Employer
Total Views
294
Private Wealth Advisor II - Grade 8 The candidate will act as the primary point of contact for the prospect and client relationship. This sales and relationship management role will attract, retain and grow a portfolio of prospect and client relationships by providing a consistently exceptional prospect and client experience and expanding the bank’s share of wallet. Demonstrate the understanding of and care for the client through the proactive delivery of holistic advice... read more
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