- Deloitte (Dayton, OH)
- …not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + ... client . The Team At Deloitte Tax LLP, our Private Wealth team focuses on the specialized needs of...make more informed, strategic decisions relevant to their personal financial comfort, business and investment needs, family legacy, and… more
- KeyBank (Cleveland, OH)
- … client aspirations and further position Key as the client 's trusted advisor . + Interfaces with other Key Private Bank advisors and team members as ... on appropriate investment strategies and constructs and customizes portfolios according to client needs or preferences. Maintains a high level of collaboration with… more
- Deloitte (Cincinnati, OH)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + ... solution development, and implementation of clients' tax objectives. You will manage the client relationship by delivering tax advisory services to the client .… more
- Deloitte (Columbus, OH)
- …not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... solution development, and implementation of clients' tax objectives. You will manage the client relationship by delivering tax advisory services to the client .… more
- Bober Markey Fedorovich (Akron, OH)
- …+ Responsible for a variety of roles that assist in the preparation of client financial statements in compliance with official guidelines and requirements for ... with a long history of serving leading public and private organizations in Northeast Ohio, and was recently recognized...+ Performs various analyses to assure the accuracy of client financial statements. + Performs monthly accounting… more
- KeyBank (Brooklyn, OH)
- …related field or equivalent experience + Advanced degree or Certified Trust and Financial Advisor preferred + Ability to advance business success of his/her ... quality administration with emphasis on high technical competence and client service to ensure that needs of High Net...is to act as a player coach to the Private Bank specialty trust team to develop a holistic… more
- Deloitte (Cincinnati, OH)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + ... consulting services to Real Estate Investment Trusts, Real Estate Private Equity Funds, and real estate joint ventures and...Estate industry sector. You will work directly with the client , manage the tax engagement team, have access to… more
- Deloitte (Cleveland, OH)
- …sales. As an IT Diligence Senior Consultant, you will serve as a trusted advisor to corporate and private equity clients. Deloitte's Senior Consultants are ... at every stage of their journey, helping them navigate challenges, avoid financial pitfalls, and implement practical solutions before, during, and after major… more
- Deloitte (Dayton, OH)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... your industry experience by working on a plethora of various industries including private equity, healthcare, tech, financial products, oil & gas, green energy,… more
- Huntington National Bank (Columbus, OH)
- …business leaders across Syndicated & Leveraged Finance, Credit Products, Capstone Partners, Private Banking, and local coverage leaders to drive new revenue growth ... and differentiated pitch materials to enhance existing relationships and develop new client relationships. + Interact, connect, and win new business with owners and… more