- Deloitte (Cincinnati, OH)
- …who likes solving complex federal tax issues? Do you have experience serving real estate owners and operators? Are you a leader who has a solid understanding of ... Subchapter K, partnership allocation methodologies, and Real Estate Investment Trust qualification rules? Are you looking for...+ Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred + Advanced degree such as Masters of… more
- Deloitte (Columbus, OH)
- …opportunity to help develop and use the latest tax technologies in the real estate industry to serve clients? Does this describe your ideal tax position? If you've ... Subchapter K, and the tax compliance process for real estate funds, then we have an exciting opportunity for...+ Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred + Advanced degree such as Masters of… more
- Fifth Third Bank, NA (Cincinnati, OH)
- …analysis, and models, which may encompass business transitions, tax planning, estate and trust planning, retirement, investments, and risk management. Responsible ... current state analyses (Net Worth Statements, Current Cash Flow, Estate Plan Reviews, Tax, etc.) based upon the clients'/prospect's...Knowledge of Private Banking, Brokerage, Insurance and/or Trust + CFP , CPA, or JD + Graduate degree in business,… more
- Guardian Life (Columbus, OH)
- …funds and annuities, by: + Preparing business valuations and model income and estate tax reductions strategies + Reviewing 1040 returns as well as 1120/1120S/1065 ... sales opportunities and financial products in the business, personal, estate , executive benefits, asset protection, retirement planning and charitable planning… more
- US Bank (Seven Hills, OH)
- …financial objectives. Our teams advise clients holistically on wealth and estate planning, investments, banking, credit, insurance, charitable giving, and fiduciary ... alongside a broad knowledge of investments, banking, wealth and estate planning, and trust services to frame, acquire, and...business owner - Professional designation such as CFA or CFP is preferred **Location** The role offers a hybrid/flexible… more
- US Bank (Hamilton, OH)
- …Designation is required and may include, but is not limited to: CTFA, CFP , JD, CPA and/or Graduate of National Trust School Program Preferred Skills/Experience - ... Advanced knowledge of estate settlement, income, estate and multi-generational taxation and trusts - Thorough knowledge of fiduciary law, tax implications and… more
- Deloitte (Dayton, OH)
- …equity, healthcare, tech, financial products, oil & gas, green energy, real estate , consumer products, and other various industries. + Deliver value to client ... by the Strategic Partnership Solutions practice include private equity, real estate , telecom, technology, healthcare, media & entertainment, energy, retail, and… more
- Deloitte (Dayton, OH)
- …high-level reviews of tax research of individual, fiduciary, partnership, closely-held corporations, estate , and gift work papers and tax returns, as well prepare ... needs, family legacy, and charitable giving during their lifetime and through estate planning. Learn more about Deloitte Private Wealth Tax Services. Qualifications… more
- Deloitte (Dayton, OH)
- …high-level reviews of tax research of individual, fiduciary, partnership, closely-held corporations, estate , and gift work papers and tax returns, as well prepare ... legacy, and charitable giving during their lifetime and through estate planning. Learn more about Deloitte Private Wealth Tax...+ Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred + Advanced degree such as MST, JD,… more
- JPMorgan Chase (Columbus, OH)
- …behalf **Preferred Qualifications, Capabilities, and Skills** + MBA, JD, CFA, or CFP preferred + Proactive, takes initiative, and uses critical thinking to solve ... and alternative investments, including Hedge Funds, Private Equity and Real Estate JPMorganChase, one of the oldest financial institutions, offers innovative… more