Fiduciary Advisor - Chicago Metro Trajan Wealth LLCFiduciary Advisor - Chicago MetroChicago, IL$300,000–$600,000 / yearFull timeEducate prospective clients on retirement income strategies, investment management, annuities, trusts, and estate planning Build trust and credibility through a consultative, education-first approach aligned with Trajan's fiduciary philosophy Convert class attendees into long-term client relationships through a proven and repeatable process Expand and Grow the MarketServe as a lead representative of Trajan Wealth in the Houston area, building brand presence and trust locally Expand a client base through seminars, referrals, and strategic community engagement Scale a local advisory practice as part of Trajan's national growth strategy Establish yourself as a trusted resource for retirement, investment, tax, and estate planning within the community Conduct in-depth meetings with clients and prospective clients to understand their financial goals and overall financial picture Design and implement customized financial strategies integrating investment management, tax planning, and estate considerations Help clients make informed decisions and remain confident in their financial future across all market environments Collaborate with Internal TeamsYou're supported by a platform built to help you win. Leverage Trajan's CRM and operational infrastructure to manage client relationships and track opportunities Partner with internal teams across planning, client service, investment, and marketing to deliver a seamless, high-quality client experience Utilize firm resources and support systems to enhance productivity, improve client outcomes, and scale your practice QualificationsClean BrokerCheck / U4 recordBachelor's degree or equivalent experienceSecurities licenses/Certification - Series 65 or (7&66) or Professional Designation: Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), and Chartered Investment Counselor (CIC).IL Life and Annuity license5+ years of financial advisory or investment experienceStrong presentation skillsExperience working with retirement planning clientsMinimum 3 years of experience using a CRM systemProficiency in Microsoft OfficeExcellent written and verbal communication abilitiesProactive work style and strong personal ethics aligned with fiduciary responsibilityBenefitsW2 position with a $100K base salary plus uncapped variable compensation.
Wealth Business Advisor I Truist BankWealth Business Advisor IChicago, IllinoisUtilize objective and sound personal financial planning and financial advisory concepts to provide an integrated delivery of a broad range of wealth products and services including financial planning, investment management, personal trust and estate planning, insurance and risk management services, strategic credit, and general banking services to affluent clients. Completion or enrollment in professional level certification programs such as Chartered Financial Analyst (CFA), Certified Financial Planner (CFP), Accredited Asset Management Specialist, Certified Trust and Financial Advisor, Chartered Life Underwriter or Certified Public Accountant (CPA).
Advisory | Accounting | Audit | Tax | Payroll Itc WorldwideAdvisory | Accounting | Audit | Tax | PayrollChicago, IllinoisUnderstand clients' needs and expectations, their business and industry, accounting and control systems, employees, company values, and industry-related GAAP and GAAS issues. ITC Worldwide Advisors, LLP is a rapidly growing, modern provider of professional services to the middle market, operating globally.
International Tax Analyst, Senior Zebra Technologies CorpInternational Tax Analyst, SeniorIL$86,080–$129,120 / yearMinimum of 5+ years of experience in a multinational corporate income tax department or public accounting firm, with focus on direct (income) tax of multinational companies. Job Posting Statement: To protect candidates from falling victim to online fraudulent activity involving fake job postings and employment offers, please be aware our recruiters will always connect with you via @zebra.com email accounts.
Senior Consultant, Business Tax Advisory | Real Estate Solutions FTI Consulting IncSenior Consultant, Business Tax Advisory | Real Estate SolutionsChicago, ILWe provide an unsurpassed range of real estate advisory services including merger and acquisitions, due diligence, valuation, lease consulting, forensic accounting, financial outsourcing, IPO, REIT tax structuring and compliance, executive compensation, master planning and development services, cost segregation and private client services. FTI Consulting's Corporate Finance & Restructuring practice focuses on our clients' strategic, operational, financial and capital needs by addressing the full spectrum of financial and transactional challenges faced by corporations, boards, private equity sponsors, creditor constituencies and other stakeholders.
Associate Advisor Ronald Blue & Co.Associate AdvisorDeerfield, IL$85,000–$120,000 / yearExhibits technical knowledge and competency in cash flow planning and analysis (including bonus payments and stock option planning), tax and charitable gift planning, education funding, debt management, retirement, insurance, and estate planning. Travel demands depend upon client base in assigned territory and may include frequent travel by car, air, or other reasonable means of transportation, to ensure clients are served in a manner consistent with Division's client service model.
Tax Director TopstepTax DirectorChicago, IllinoisRemote$180,000–$220,000 / yearThe ideal candidate is a strategic and hands-on leader with strong technical expertise, operational rigor, and a proven ability to partner cross-functionally with Finance, Accounting, Legal, Operations, and business leadership teams. This newly created Tax Director role will be responsible for building and scaling Topstep’s in-house tax function, strengthening tax compliance and controls, managing external advisors, and creating scalable tax processes to support the company’s continued growth.
Tax Associate Curi CapitalTax AssociateChicago, Colorado$85,000–$100,000 / yearWe have locations across the country and welcome candidates to apply that live and work in one of our seven main locations: Chicago, Illinois; Denver, Colorado; Milwaukee, Wisconsin; Raleigh, North Carolina; Washington DC; St. Joe, Michigan; Edina, Minnesota. As a Tax Associate, you’ll step into a key role on our growing Tax Team, where you’ll help deliver high‑quality tax preparation, compliance, and advisory services to high‑net‑worth individuals, families, and their related entities.
Tax Manager 001_MstarInc Morningstar Legal EntityTax ManagerChicago, IllinoisLead the preparation and review of the US Income tax compliance filings and related processes, including calculation of book-tax differences, preparation of supporting documentation, coordination with external providers, review of extensions/estimated tax payments, and return-to-provision activities. Additionally, while core tax leadership is based in Chicago, the tax team operates in coordination with shared-service support teams across multiple regions.
Tax Manager MorningstarTax ManagerChicago, IllinoisLead the preparation and review of the US Income tax compliance filings and related processes, including calculation of book-tax differences, preparation of supporting documentation, coordination with external providers, review of extensions/estimated tax payments, and return-to-provision activities. Additionally, while core tax leadership is based in Chicago, the tax team operates in coordination with shared-service support teams across multiple regions.
Wealth Advisor - Director Bank of MontrealWealth Advisor - DirectorChicago, IL$102,000–$190,000 / yearServes as the primary relationship manager for high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients, delivering a comprehensive wealth management experience that integrates banking solutions, investment strategies, and holistic financial planning. Builds change management plans of varying scope and type; leads or participates in a variety of change management activities including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives.
Tax Manager Real Estate Wipfli LLPTax Manager Real EstateChicago, IL$113,000–$153,000 / yearWipfli LLP is a licensed independent CPA firm that provides attest services to its clients, and Wipfli Advisory LLC provides tax and business consulting services to its clients. The actual salary at the time of offer depends on business related factors like location, skills, experience, training/education, licensure, certifications, business needs, current associate pay, and relevant employment laws.
Wealth Advisor, Director BMO (Bank of Montreal)Wealth Advisor, DirectorChicago, IL$102,000–$190,000 / yearServes as the primary relationship manager for high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients, delivering a comprehensive wealth management experience that integrates banking solutions, investment strategies, and holistic financial planning. Builds change management plans of varying scope and type; leads or participates in a variety of change management activities including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives.
Assistant Controller | Greater Chicago Area Only BunzlAssistant Controller | Greater Chicago Area OnlyMorton Grove, ILFull timeThis individual will serve as a key business partner across departments and play an instrumental role in strengthening financial controls, scaling our financial infrastructure, and developing and implementing key priorities for the Controllership team. Success in this role will be measured not only by operational excellence, but also by the ability to expand leadership impact, influence decision-making, and help ensure depth and continuity within the accounting organization.
Tax Partner DUGGAN BERTSCH, LLCTax PartnerChicago, IL$210,000–$270,000 / yearDBTA is a full-service accounting firm dedicated to serving the complex needs of Private Clients, including ultra-high-net-worth (UHNW) and emerging-wealth individuals—entrepreneurs, athletes, entertainers, and business owners. This role is highly strategic, with responsibility for overseeing tax operations, leading complex client engagements, and shaping the continued growth of our Private Client practice.
Assistant Controller, Outsourced Accounting, Nonprofit Industry Clients Wipfli LLPAssistant Controller, Outsourced Accounting, Nonprofit Industry ClientsChicago, ILRemote$77,000–$104,000 / yearThe actual salary at the time of offer depends on business related factors like location, skills, experience, training/education, licensure, certifications, business needs, current associate pay, and relevant employment laws. Voluntary benefit offerings include critical illness & accident insurance, hospital indemnity insurance, legal, long-term care, pet insurance, ID theft protection, and supplemental life/AD&D.
Tax Manager CFSTax ManagerLombard, IL$120,000–$130,000 / yearThis role is well-suited for a CPA with strong corporate tax experience who is ready to step into a hands-on leadership position with increased visibility and influence across the organization. This is a high-impact leadership role responsible for ensuring full tax compliance while also driving strategic tax planning initiatives that support broader business objectives.
Senior Tax Analyst CFSSenior Tax AnalystDowners Grove, IL$120,000–$150,000 / yearThis a great opportunity for someone with well-rounded tax experience that likes new projects, building new processes, and client-facing but does not like public accounting hours! We are looking for a Senior Tax Accountant who combines a solid background in tax accounting and exceptional organizational skills, with the ability to prioritize and meet deadlines.
Revenue Accounting Manager Pattern Energy Group IncRevenue Accounting ManagerChicago, IL$103,000–$138,000 / yearThis is a highly visible position working across Commercial Operations, Treasury, Origination, Asset Management, and Regulatory teams to help ensure accurate revenue capture, strong financial controls, and timely execution of key accounting processes. Headquartered in the United States, Pattern has a global portfolio of more than 30 power facilities and transmission assets, serving various customers that provide low-cost clean energy to millions of consumers.
AI Compliance Monitoring & Audit Advisor Elevance Health IncAI Compliance Monitoring & Audit AdvisorChicago, IL$100,560–$165,924 / yearPreferred Skills, Capabilities, & Experiences: Working knowledge of AI tools, models, and platforms (e.g., generative AI, ML systems), including associated risks, controls, and governance consideration. Location: This role requires associates to be in-office 1 - 2 days per week, fostering collaboration and connectivity, while providing flexibility to support productivity and work-life balance.