52 estate planning jobs at 37 companies in Chicago, IL
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Estate Planning Attorney
New York City or Fairfield or Hackensack or San Francisco or Washington or Denver or Chicago or Atlanta or Boston or Dallas or Los Angeles or Minneapolis or Nashville or Overland Park or Topeka
$150k-$175k/yrRemoteFull Time
Aprio: Provides business advisory, accounting, and tax services globally.
5+ YOEJ.D. and active bar license (or willingness to waive), 5+ years estate planning experience, client-facing counsel, drafting estate documents, knowledge of estate/gift tax, and proficiency with legal research and practice management software.
Atlanta or Dallas or New York City or Schaumburg or Chicago
$90k-$130k/yrRemoteFull Time
Mercer Advisors: Provides integrated wealth management and financial planning for families.
2+ YOEJuris Doctor and law license in at least one state required. Estate planning legal experience preferred; must interpret complex topics, support wealth teams, and travel up to 25%.
Harrison LLP: A law firm specializing in private wealth planning and related practices.
5+ YOE6-8+ years tax/estate planning experience; IL Bar; JD; CPA and/or LLM in Tax; Subchapter C/K/J/S, 1031, 1202; private client and closely held business work.
American Cancer Society: Provides cancer research funding, patient support, and health education.
3+ YOEBachelor's degree or equivalent experience, 3+ years in nonprofit fundraising or relationship building, valid driver's license, reliable vehicle and internet; planned giving experience preferred.
American Cancer Society: Provides patient support services and funds cancer research.
3+ YOEBachelor's degree or equivalent experience, 3+ years in nonprofit fundraising or relationship building, valid driver's license, reliable vehicle and internet; planned giving and Salesforce experience preferred.
Senior Real Estate Planning & Development Program Manager
Evanston or Columbia or Washington
$119k-$164k/yrOnsiteFull Time
UL Standards & Engagement: Develops safety standards and advocates for public safety policies.
8+ YOE4+ MgmtBachelor's in related field, PMP desired; minimum 8 years in real estate/capital program delivery with $100M+ programs and at least 4 years people leadership; experience building program controls and using PMIS; strong governance and communication skills.
McDonald'sNYSE: MCD: Operate and franchise a global chain of quick-service restaurants.
Experience in commercial real estate, title/survey/site-plan review, contract and lease interpretation, strong Microsoft Office skills, EST-based availability, and willingness to travel periodically.
Senior Manager, Financial Planning & Analysis-Real Estate and Cyber Business
Grand Rapids or Schaumburg or Uniondale or Chicago or Naperville or West Hartford or New York City
$152k-$205k/yrOnsiteFull Time
Acrisure: Provides AI-powered insurance, financial, and business risk solutions.
7+ YOEBachelor's in finance/economics/accounting,7+ years FP&A experience,real estate industry experience,advanced financial modeling,planning platform and BI tool experience,excellent communication and process improvement skills.
Microsoft Excel, Adaptive, Anaplan, Oracle EPM, Power BI, Tableau, Looker
Strauss Malk & Feder: Provides legal services in estate planning and corporate law.
2+ YOEMinimum 2 years Trusts & Estates experience, JD, licensed to practice in Illinois, strong drafting and communication skills, ability to manage multiple matters and meet deadlines.
Prospect Equities: Full-service real estate brokerage providing residential and commercial services.
Licensed Illinois real estate leasing agent, broker, or managing broker; 1099 independent contractor; commission-based plans; training and lead generation tools.
MicrosoftNASDAQ: MSFT: Develops software, services, devices, and cloud computing solutions.
3+ YOEBachelor's degree or 5+ years experience, 3+ years with degree; experience in real estate and facilities management, budgeting, vendor management, strategic planning, negotiation, and strong communication and analytical skills.
Brookfield PropertiesNYSE: BN: Global developer and manager of commercial real estate assets.
5+ YOE5+ years commercial real estate or facilities experience, HS required (Bachelor's preferred), strong Excel and BI skills (Power BI or Tableau), familiarity with AI analytics, capital planning and building systems knowledge.
Brookfield Properties: Developing and managing a global real estate portfolio.
5+ YOE5+ years commercial real estate or facilities experience; knowledge of building systems and capital planning; advanced Excel and BI (Power BI or Tableau); familiarity with AI-enabled analytics; strong project management and communication skills.
Vice President, Financial Planning Director - Mid America Region
Chicago, Illinois, United States
$140k-$200k/yrOnsiteFull Time
Morgan StanleyNYSE: MS: Global financial services firm providing investment and wealth management.
5+ YOEBachelor's degree and CFP required, 5+ years delivering financial plans for HNW clients, strong tax/estate and insurance knowledge, proficiency with MoneyGuidePro and proprietary planning tools, Series 7/66 preferred or must be obtained.
Atlanta or Charlotte or Chicago or Dallas or Houston or Miami or New York
$100k-$160k/yrRemoteFull Time
JLLNYSE: JLL: Global commercial real estate and investment management services.
5+ YOEBachelor's degree (finance/engineering/construction preferred),5+ years real estate/construction program experience,AACE level 4-5 cost evaluation ability,AdaptiveWork and Excel/Smartsheet experience,PMP preferred,authorized to work in US.
AdaptiveWork capital planning module, Microsoft Excel, Smartsheet, BI
Managing Director, Head of Financial Planning & Analysis (FP&A)
Chicago, Illinois, United States
$250k-$300k/yrOnsiteFull Time
Blue Owl CapitalNYSE: OWL: Provides alternative asset management and private capital solutions.
12+ YOE12+ years FP&A or corporate finance experience with deep REIT/real estate expertise, advanced financial modeling, earnings/ investor reporting, and leadership experience.
Microsoft Excel, Anaplan, Adaptive, Hyperion, Tableau, Power BI
Zonal Program Manager – Federal Real Estate Services
Washington or Atlanta or Boston or Chicago or Ft. Worth or Denver or Kansas City or Los Angeles or New York or Philadelphia or Seattle
HybridFull Time
The Building People: Provides technology-infused real estate and facilities management services.
5+ YOE2+ MgmtExperience leading complex programs in commercial real estate and/or government leasing; knowledge of GSA lease processes; strong leadership, planning, and stakeholder management.
IFF: Provides lending and real estate solutions to strengthen nonprofit organizations.
5+ YOEBachelor's degree preferred in real estate, planning, architecture, public policy, or related field; 5+ years applicable experience, real estate development, complex project management, client consulting, finance, lending, and nonprofit knowledge.
Financial Services Tax - Real Estate Senior Manager
New York City or Raleigh or Charlotte or Chicago or Cincinnati or Cleveland or Columbia or Columbus or Dallas or Baltimore or Richmond or Rochester or Rosemont or Sacramento or Boston or St. Louis or Salt Lake City or San Antonio or San Diego or San Jose or San Juan or Seattle or Spartanburg or Albany or Stamford or Tampa or Toledo or Austin or Tulsa or Washington or Denver or Des Moines or Detroit or Buffalo or Florham Park or Fort Worth or Greensboro or Hartford or Houston or Grand Rapids or Indianapolis or Irvine or Jacksonville or Kansas City or Las Vegas or Little Rock or Los Angeles or Louisville or Birmingham or Fayetteville or Melville or Miami or Milwaukee or Minneapolis or Montpelier or Nashville or New Orleans or United States or Oklahoma City or Philadelphia or Phoenix or Pittsburgh or Portland
$124k-$335k/yrHybridFull Time
PwC: Providing audit, tax, and management consulting services to businesses.
6+ YOEBachelor's degree, at least 6 years of experience, and CPA, bar membership, or another tax, technology, or finance credential; expertise in tax planning and cross-border engagements.
Private Client Senior Associate / Of Counsel - Chicago
Chicago, Illinois, United States
$265k-$380k/yrOnsiteFull Time
Taft Stettinius & Hollister: A full-service law firm providing comprehensive legal counsel.
10+ YOE10+ years of experience advising high net worth clients on advanced estate, gift, and GST tax planning, lifetime gifting, QSBS planning, fiduciary counsel, and trust and estate administration; mentoring and collaborating with associates and partners.