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Estate Planning Attorney
The candidate responsibilities will include: Meeting with clients, analyzing their goals and needs and advising them in all aspects of their estate plans; Preparation of estate planning documents including powers of attorney, simple wills, pour-over wills, wills with testamentary trusts, self-declarations of trust, family trusts, tax savings trusts, gift trusts, irrevocable trusts and charitable trusts, and trust funding documents; Handling trust a... read more
The candidate should be a recent law school graduate. Having passed the Illinois Bar is required. Prior experience in a law firm with similar areas of concentration is preferred. Firm areas of concentration include commercial litigation, corporate transactions, estate planning, and probate. read more
Wealth Transfer Senior Manager
The candidate work will include: Personal income tax preparation and planning for wealthy individual client’s and their family’s tax needs. Preparation of fiduciary income tax and the planning related to establishment and management of the various types of trusts. Supervise and review work of Wealth Transfer staff. Research and consult on various tax matters. Maintain and continue developing relationships with clients, including involveme... 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...
Assistant Attorney General
The candidate must have 2+ years of litigation experience representing creditors in miscellaneous tort litigation and general collection work. Experience in domestic relations, probate, real estate, bankruptcy, workers' compensation, state and local taxation, and supplementary citation proceedings preferable. Should be licensed by the State of Illinois at the time of application.
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.
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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...
Tax Manager - Trust and Estates
The candidate will provide high level personal financial and estate planning services. Will review trust, estate and foundation tax returns. Research tax laws, prepare tax memorandums on technical topics, and develop tax savings strategies. Manage all aspects of client accounts and foster client relationships. Expand services to existing clients and develop new business relationships. Provide appropriate and timely performance feedback to th...
Tax Manager - Private Client Services
The candidate will work with the tax team to do tax technical review of tax returns (Individuals (1040), Trusts (1041 and 5227), Partnerships (1065), S and C-corps (1120), Gift (709) Charitable Organizations (990-PF)). Will provide timely, high quality client service that meets or exceeds client expectations. Provide training, professional development, career mentorship and performance feedback for staff. Provide budgets and coordinate...
Trust and Estates - Mid-Level Associate
The candidate must have 3-5 years of solid trusts and estates experience. Should preferably have experience working with ultra high net-worth individuals in the design and drafting of their estate plans, including wills, revocable and irrevocable trusts, powers of attorney, nuptial agreements, and other estate planning documents. Illinois license is preferred.