Executive Director Job at Confidential, Chicago, IL

V1NJRHNlT3kvNHVSVTFGYlIzQ1J6WUJw
  • Confidential
  • Chicago, IL

Job Description

Executive Director

About the Company

Diverse financial services firm & investment bank

Industry
Financial Services

Type
Public Company

Founded
2000

Employees
10,001+

Categories

  • Financial Services
  • Finance
  • Banking
  • Wealth Management
  • Banking & Mortgages
  • Asset Management
  • Investment Banking
  • Investment Management
  • Venture Capital
  • Consulting & Professional Services
  • B2B
  • Business
  • Corporations
  • JPMorgan Chase
  • Currencies
  • New York City
  • Economics
  • Insurance
  • Credit

Specialties

  • consumer & community banking
  • corporate and investment bank
  • asset management
  • private banking
  • and commercial banking

Business Classifications

  • B2B

About the Role

The Company is seeking a Senior Tax Strategist to join its Private Advisory team. The successful candidate will be part of a cross-disciplinary group of global specialists dedicated to delivering innovative strategies and working closely with private bank advisors to assist clients in making informed decisions. The role involves engaging with clients and prospects to develop bespoke solutions for complex tax and wealth structuring situations, as well as authoring thought leadership and participating in presentations to share wealth planning advice. The Senior Tax Strategist will also be responsible for collaborating with internal partners, acting as a subject matter expert on legislative and regulatory issues, and providing education and training on important tax topics. Applicants must have a Bachelor's degree, a JD or CPA, and at least 6 years' experience in an analytically demanding role within the financial services industry, with a focus on high net worth individuals. The role requires in-depth knowledge of income taxes, transfer taxes, estate planning, and fiduciary law. The ideal candidate will be a proactive team player with the ability to work independently, possess strong communication skills, and have a good understanding of the Microsoft Office suite. A willingness to travel and the ability to build and maintain professional relationships are also essential.

Hiring Manager Title
Head of Tax Strategy for the Private Bank

Travel Percent
Less than 10%

Functions

  • CEO/President
  • Non-Profit Management
  • Operations
  • General Management
  • Strategy
Confidential

Job Tags

Similar Jobs

DLM PRO

Recruiter - Work from Home Job at DLM PRO

 ...Description We seek a motivated and self-driven Independent Contractor Recruiter to join our team. Successful candidates will have the unique...  ...budget to generate leads (note: leads will not be provided)- Work aggressively to pursue and attract candidates for open... 

Peace Over Violence

Domestic Violence Specialist/Case Manager I Family Justice Center Job at Peace Over Violence

Domestic Violence Specialist/Case Manager I Family Justice Center(Co-located/Non remote)SALARY$47,000 to $49,000 a year, Full Time non-exempt$25.82 to $26.92 HourlyBENEFITSHealth Insurance (partial payment), Dental, and Vision, Generous Vacation and Holiday... 

Jackson Hewitt - EDY

Experienced Tax Preparer Job at Jackson Hewitt - EDY

 ...schedule Opportunity for advancement Signing bonus Training & development Calling all Experienced Tax Preparers ! Join our team for an exciting seasonal opportunity that offers flexible schedules . Leverage your tax expertise, business background, and... 

Healthwaze

Pediatric Physician Assistant Opportunity in Tampa Job at Healthwaze

Job DescriptionPediatric Physician Assistant Opportunity in South TampaOutpatient Only32-40 Hours per weekMonday - Friday8 am - 5 pmPaid Time OffRequirements Pediatric ExperienceFlorida Medical LicenseBilingualBenefits Complete Comprehensive Benefit Package4... 

Family Dollar

Full Time Assistant Manager Job at Family Dollar

Full Time Assistant Manager Location Hudson Falls, NY : General Summary : Work where you love to shop! Family Dollar is hiring in your neighborhood. Avoid long commutes and set your own course to success by applying today. We offer generous benefits, flexible work schedules...