- Deloitte (Dayton, OH)
- …to individual clients and their trusts, estates, family offices, investment vehicles, charitable pursuits, and closely-held business concerns, while providing ... decisions relevant to their personal financial comfort, business and investment needs, family legacy, and charitable giving during their...the CPA + If not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial… more
- Deloitte (Dayton, OH)
- …to individual clients and their trusts, estates, family offices, investment vehicles, charitable pursuits, and closely-held business concerns, while providing ... decisions relevant to their personal financial comfort, business and investment needs, family legacy, and charitable giving during their...the CPA + If not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial… more
- Fifth Third Bank, NA (Cincinnati, OH)
- …with internal Fifth Third Business Partners and Client's trusted advisors (eg attorney , accountants) + Ensure that customer relationships are managed to maximize the ... + Underwriting experience preferred. + Proven track record of partnership with investment bankers to provide strategic and capital market advice. + Strong business… more
- Deloitte (Columbus, OH)
- …on the potential benefits and eligibility requirements related to: + IRC section 48 Investment Tax Credit + IRC section 45 Production Tax Credit + IRC section 45Q ... eligible to sit for the CPA + If not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial… more
- Deloitte (Cincinnati, OH)
- …if eligible to sit for the CPA + If not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + CMI (Certified Member of the Institute for ... of Appraisers) + CRE (Counselor of Real Estate) + CCIM (Certified Commercial Investment Member) + Licensed Texas Senior Property Tax Consultant + Ability to travel… more
- Deloitte (Cincinnati, OH)
- …if eligible to sit for the CPA + If not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + CMI (Certified Member of the Institute for ... of Appraisers) + CRE (Counselor of Real Estate) + CCIM (Certified Commercial Investment Member) + Licensed Texas Senior Property Tax Consultant + Ability to travel… more
- Deloitte (Cincinnati, OH)
- …on the potential benefits and eligibility requirements related to: + IRC section 48 Investment Tax Credit + IRC section 45 Production Tax Credit + IRC section 45Q ... eligible to sit for the CPA + If not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial… more
- Travelers Insurance Company (Columbus, OH)
- …including Private-Non-Profit, Public Companies, Financial Institutions, Insurance Companies, Investment Advisors, and Professional Liability. As a valued member ... you also will provide legal advice to our underwriting colleagues and non- attorney claim colleagues, and participate in BSI claim strategic initiatives. **What Will… more
- Fifth Third Bank, NA (Cincinnati, OH)
- …filing investor/insurer claims within required guidelines in order to recoup 5/3's investment in the property, may include loan principal, accrued interest, and ... zero through chargeoff and appropriate MortgageServ system settings. + Work with attorney network to ensure evictions, redemption, title issues, mobile home issues,… more
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