Connect Search, LLC
Senior Associate | Multi-Family Wealth Management (Chicago)
Connect Search, LLC, Chicago, Illinois, United States, 60290
Multi-Family Office
with close ties to private equity hiring
Senior Associate
to support exciting growth. Unique opportunity to pivot from public tax/audit, OR from another wealth management firm. Supports and interacts with a portfolio of ultra high net worth clients.
Keys to an interview: Senior Associate | Multi-Family Wealth Management CPA or CFP 5 to 10 years' experience in Public Accounting (Tax, Audit) or Wealth Management Interest in pursuing a career in financial services and wealth management
Key responsibilities: Senior Associate | Multi-Family Wealth Management Prepare and review individual, trust, partnership, and S-corporation tax projections and returns. Contribute to and review financial planning and investment deliverables for UHNW families. Execute client service plans on complex engagements; participate in both scheduled and unscheduled client conversations. Support Firm Leadership in delivering a seamless client experience that exceeds expectations. Help lead workflow and mentor associates; provide quality review and oversight. Identify opportunities for process improvement and leverage technology to enhance efficiency and accuracy.
with close ties to private equity hiring
Senior Associate
to support exciting growth. Unique opportunity to pivot from public tax/audit, OR from another wealth management firm. Supports and interacts with a portfolio of ultra high net worth clients.
Keys to an interview: Senior Associate | Multi-Family Wealth Management CPA or CFP 5 to 10 years' experience in Public Accounting (Tax, Audit) or Wealth Management Interest in pursuing a career in financial services and wealth management
Key responsibilities: Senior Associate | Multi-Family Wealth Management Prepare and review individual, trust, partnership, and S-corporation tax projections and returns. Contribute to and review financial planning and investment deliverables for UHNW families. Execute client service plans on complex engagements; participate in both scheduled and unscheduled client conversations. Support Firm Leadership in delivering a seamless client experience that exceeds expectations. Help lead workflow and mentor associates; provide quality review and oversight. Identify opportunities for process improvement and leverage technology to enhance efficiency and accuracy.