Estate Planning Jobs in Oak Park (IL)

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Search Results - Estate Planning Jobs in Oak Park (IL)

Senior Director, Wealth Management

Teachers Insurance and Annuity Association-Oak Park (IL)-yesterday

and seamless client experience • Coordinate with cross-functional stakeholders (NCC, Retail Operations, Technology) to advocate for client needs • Leverage estate planning, portfolio management, and insurance planning resources for clients • Review and assign...

Senior Wealth Advisor - Chicago

SNFOut-Oak Park (IL)-1 week ago

family office is adding a senior advisor to guide family members through complex investment, tax and estate planning decisions. Hybrid schedule in Chicago. Your Day-to-Day • Own relationships with family members and their related entities • Run client...

Private Client Services Associate Attorney - Midlevel

Perkins Coie-Oak Park (IL)-5 days ago

Overview In this role you help clients with sophisticated estate and tax planning within a collaborative, growth‑oriented firm. You will contribute to administering trusts, estates, and family offices, while handling complex transfer tax issues...

Estate Planning & Estate Tax Attorney

Hire Counsel-Chicago, 10 mi from Oak Park (IL)-yesterday

We are working with a boutique full services law firm in Burr Ridge, Illinois, a Chicago suburb, seeking an experienced Estate Planning Attorney (5 – 10 yrs.) for its Estate Planning, Tax, and Probate Practice Group. The attorney hired will provide...

Senior Relationship Advisor, Wealth Management

Northern Trust-Oak Park (IL)-3 days ago

discipline initiatives • Collaborate with internal and external advisors to design and implement advice-driven solutions Key requirements • 12-15 years’关系经理经验 in trust administration, estate administration, estate planning, or related fields • Experience...

Estate Planning Paralegal

Taylor Root-Chicago, 10 mi from Oak Park (IL)-2 days ago

Estate Planning Paralegal - Mid-size Law Firm - Chicago, IL - Hybrid Details: • Location: The Loop, Chicago, IL • Area of Practice: Estate Planning • Salary: $100,000 - $125,000 plus overtime • Hybrid Schedule • Great benefits! Qualifications...

Tax Manager- High Net Worth

Plante Moran-Oak Park (IL)-1 week ago

Overview In this role you drive the tax planning process for high net worth clients, partnering with advisory teams to optimize wealth goals. You will manage tax returns and estate planning activities, shaping strategies with client management...

Attorney (Estate Planning Strategist) - Central or Mountain Time

Mercer Advisors-Chicago, 10 mi from Oak Park (IL)-yesterday

and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron's to use the ranking in marketing. Please see important information about the ranking criteria methodology here. Job Summary: The Estate Planning...

Tax Partner

CyberCoders-Oak Park (IL)-1 week ago

Advise on federal, state, and local tax matters for businesses, individuals, trusts, and estates • Counsel on tax-efficient transactions, M&A, restructurings, and wealth transfer strategies • Guide tax planning, compliance, audits, examinations...