Category: Accounting / Finance
Relevant Work Experience: Finance, Accounting, Analysis, great communication skills,
Education Level: 4 year degree required
Job Status: Full time
Location: Chicago, North Suburb
Consider joining a team of seasoned financial counselors advising high net worth clients. Your client base will be a niche market of clients that corporate will bring to you. You will counsel on complicated tax, estate planning, benefits and compensation along with investment opportunities. Your work will include preparing exhibits for estate planning analyses, income tax projections, asset allocations models, total return calculations and long - term cash flow projections. Your efforts will be comprehensive as you review with clients on a quarterly basis. The team you will be part of have multiple finance, accounting, and economics degrees, advanced designations and law degrees. Are you ready to bring your experience and energy to a busy productive environment?
