Executive Director Job at Confidential, Chicago, IL

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  • 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

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