• Tax Manager - Private Wealth

    Deloitte (Dayton, OH)
    …+ Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) + Bachelor's degree in accounting, finance, or other business-related field ... + Experience reviewing partnership and/or trust documents + Experience managing projects including scheduling, budgeting, client correspondence, and billing + Strong communication, interpersonal, and organizational skills + Excellent research and writing… more
    Deloitte (10/25/25)
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  • Tax Manager - Nat'l Federal Tax Services…

    Deloitte (Columbus, OH)
    …Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred: + Advanced degree such as master's in science of tax ... (MST), JD, or LLM + Previous Big 4 or large CPA firm experience + Aptitude in MS Project, Word, Excel, and Visio + Numerical-problem-solving focus + Proven management experience indicating strong organizational skills and the ability to plan and manage budgets… more
    Deloitte (10/25/25)
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  • Tax Senior - Federal / Corporate Tax

    Deloitte (Cincinnati, OH)
    …Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred + Advanced degree such as Masters of Tax, JD, and/or LLM ... + Experience working in a virtual and/or global environment + Passion for leveraging technology and exploring new technology solutions + Experience with accounting for income taxes in accordance to ASC740 + Previous Big 4 or large CPA firm experience +… more
    Deloitte (10/25/25)
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  • Tax Senior - Private Wealth

    Deloitte (Dayton, OH)
    …Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred + Advanced degree such as MST, JD, or LLM + Prior ... Big 4 experience + Strong communication, interpersonal, and organizational skills + Strong analytical and communication skills; and able to articulate conclusions, planning opportunities, and risks identified through research projects The wage range for this… more
    Deloitte (10/25/25)
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  • Tax Senior - Sustainability - Renewable Energy

    Deloitte (Cleveland, OH)
    …Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred + Advanced degree such as Masters of Tax, JD, and/or LLM ... + Strong organizational and time management skills with a demonstrated ability to work independently and manage multiple, competing priorities + Experience working in a virtual and/or global environment + Passion for leveraging technology and exploring new… more
    Deloitte (10/25/25)
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  • Tax Manager - Renewable Energy

    Deloitte (Cleveland, OH)
    …Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred: + Advanced degree such as MST, MAcc, LLM, or JD, or ... related field + Experience with tax technical research (eg, CCH, Hein, Lexis, RIA, etc.) + Experience with Federal or State and Local C&I + Experience with sustainability technologies or environmental sciences + Previous Big 4 or large CPA or law firm… more
    Deloitte (10/25/25)
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  • Key Private Bank Senior Relationship Manager

    KeyBank (Akron, OH)
    …S63 and + FINRA License S65 (preferred) + Certified Financial Planner ( CFP ) (preferred) + Certified Investment Management Analyst (CIMA) (preferred) + Certified ... Public Accountant (CPA) (preferred) + Chartered Financial Analyst (CFA) (preferred) + Licensed Attorney/JD (varies by state) (preferred) + Certified Wealth Strategist (CWS) (preferred) **Skills** + Ability to build trust by taking a proactive client centric… more
    KeyBank (10/25/25)
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  • Entry Level - Financial Advisor - Cincinnati (OH)…

    Equitable (Cincinnati, OH)
    …to pursue professional designations such as CERTIFIED FINANCIAL PLANNER (TM) ( CFP (R)), Chartered Financial Consultant (ChFC) and Equitable Advisors' own Credentialed ... Holistic Financial Coach program **Compensation & Benefits** * Sign-On Payment: Based on the time it takes you to complete the company sponsored required FINRA licenses and registrations and enter PEP * Stable Pay: Biweekly pay for eligible financial… more
    Equitable (10/15/25)
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  • Entry Level - Financial Advisor

    Equitable (Cincinnati, OH)
    …to pursue professional designations such as CERTIFIED FINANCIAL PLANNER (TM) ( CFP (R)), Chartered Financial Consultant (ChFC) and Equitable Advisors' own Credentialed ... Holistic Financial Coach program **Compensation & Benefits** + **Sign-On Payment** : Based on the time it takes you to complete the company sponsored required FINRA licenses and registrations and enter PEP + **Stable Pay** : Biweekly pay for eligible financial… more
    Equitable (10/12/25)
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  • HFA Financial Advisor Senior - Branch

    Huntington National Bank (Chillicothe, OH)
    …7, 63, 65/66 and Life and Health Licenses Preferred Qualifications: + Bachelor's Degree + CFP + At least 2-3 years of experience in an investments area + Experience ... coaching, influencing and developing individuals in a team environment + Track record of exceeding expectations as well as assigned goals and targets + Ability to effectively communicate with a wide range of prospects and clients, attention to detail in… more
    Huntington National Bank (10/10/25)
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