- Deloitte (Cleveland, OH)
- …If not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Ability ... Hedge funds-Are you a leader and passionate about financial products and understand tax planning and returns,...build relationships as they coordinate and communicate with the client contacts to gather information. They also train, mentor… more
- Deloitte (Columbus, OH)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... regulations related to renewable energy and sustainability, as well as implement client outreach strategies. Responsibilities: + Manage renewable energy client … more
- Deloitte (Dayton, OH)
- …not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + ... to renewable energy and sustainability, as well as implement client outreach strategies. Responsibilities will include: + Support renewable...of business tax services is relevant for public and private companies, and range from tax planning to tax… more
- Clearsulting (OH)
- …in-person work per month, allowing flexibility choosing these days to accommodate client meetings, team syncs and individual schedules. + Travel Expectations: 20-40% ... bring experience and technical capabilities across the spectrum of finance, including financial close, digital reporting, risk advisory, treasury, source to pay and… more
- Grant Thornton (Cincinnati, OH)
- …tools + Deep understanding of one or more of our key industries: Financial Services (Banking, Insurance, Private Equity), Professional Services, Real Estate & ... to create meaningful connections between our service offerings and client needs. Your Day-to-Day May Include: + Partnering with...stated goals + Demonstrated ability to be a trusted advisor , consistently sought out for advice by leadership and… more
- Confluent (Columbus, OH)
- …for a Customer Success Technical Architect (CSTA) to act as a trusted technical advisor and advocate to work with our customers. The primary objective of this role ... + Strong service delivery, time, project and priority management skillsExperience in project financial fundamentals + Love for work in a fast growing and dynamic… more
- Deloitte (Cleveland, OH)
- …not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + ... projects related to tax planning opportunities. + Coordinating and communicating with client contacts as required to gather information to complete their tax… more
- Lumen (Columbus, OH)
- …proposing solutions to our customers with a goal to become a trusted advisor by highlighting how our products solutions enabling digital business strategies. **The ... business and technology objectives, conduct full technical discovery, and architect client solutions to meet gathered requirements. Assess business and operations… more
- Deloitte (Dayton, OH)
- …attorney + Enrolled Agent + Project Management Professional (PMP) + Chartered Financial Advisor (CFA) Preferred: + Bachelor's degree in accounting, finance, ... a vast array of taxpayers and industries? Do you enjoy legal research and client advocacy? Do you have a passion for applying your knowledge of federal interest… more
- Leaffilter (Hudson, OH)
- …win together. Leaf Home has been consistently named one of the fastest growing private companies by Inc 5000 and recognized as a top employer nationally. Benefits of ... I Free gym membership I Employee assistance programs, including legal, financial planning, and counseling I Employee discount marketplace I Employee Resource… more