• Tax Senior - Private Wealth

    Deloitte (Dayton, OH)
    …Recruiting for this role ends on May 31, 2026. What You'll Do As a Tax Senior in our Private Wealth Tax practice, you will perform high-level reviews of tax research ... of individual, fiduciary , partnership, closely-held corporations, estate, and gift work papers...clients make more informed, strategic decisions relevant to their personal financial comfort, business and investment needs, family legacy,… more
    Deloitte (10/25/25)
    - Related Jobs

  • Audit Manager - Asset Management

    KeyBank (Brooklyn, OH)
    …Summary** The Asset Management Audit Manager, while under the general direction of senior management, will oversee the completion of the team's portion of the annual ... KeyBank's Asset Management business, including wealth management, investment advisory, and fiduciary services. The Audit Manager will be responsible for the… more
    KeyBank (01/06/26)
    - Related Jobs

  • Client Administrator

    KeyBank (Brooklyn, OH)
    …outside RIA's, etc. + Read and understand standard institutional client trust /custody agreements and documents for administrative and fiduciary purposes. ... Brooklyn Ohio The Client Administrator (CA) is accountable to assist a Senior Institutional Advisor (SIA)/Relationship Manager (RM), and other SIA/RM, as needed… more
    KeyBank (12/02/25)
    - Related Jobs