- Robert Half Legal (Cincinnati, OH)
- Description Our client is a prominent law firm seeking a highly motivated, experienced Estate Planning & Trust Administration Attorney to join their team. ... This position will handle all forms of estate planning, probate, and trust administration. The...Conduct client meetings and recommend strategies. Develop and implement estate plans, wills and trusts, powers of attorney… more
- Deloitte (Cincinnati, OH)
- …has a solid understanding of Subchapter K, partnership allocation methodologies, and Real Estate Investment Trust qualification rules? Are you looking for an ... federal tax issues? Do you have experience serving real estate owners and operators? Are you a leader who...the CPA + If not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial… more
- American Electric Power (Columbus, OH)
- …keen attention to detail and the ability to navigate complex legal documents, including trust documents and powers of attorney (POAs). The coordinator will read, ... will serve in a co-lead role with the Real Estate Records Coordinator Senior position. This position is responsible...responsible for the development and maintenance of all real estate records which deal with the acquisition, sales, leasing… more
- Deloitte (Dayton, OH)
- …and consulting services to individual clients and their trusts, estates , family offices, investment vehicles, charitable pursuits, and closely-held business ... of tax research of individual, fiduciary, partnership, closely-held corporations, estate , and gift work papers and tax returns, as...the CPA + If not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial… more
- Deloitte (Cleveland, OH)
- …and consulting services to individual clients and their trusts, estates , family offices, investment vehicles, charitable pursuits, and closely-held business ... high-level reviews of tax research of individual, fiduciary, partnership, closely-held corporations, estate , and gift work papers and tax returns, as well prepare… more
- Grant Thornton (Cincinnati, OH)
- …You will work with a variety of entities such as corporations, partnerships, estates , trusts, and non-profits. In addition, you will be exposed to a variety ... of industries including real estate , consumer industrial products, financial services, and healthcare. Procedures...hours to be eligible for CPA licensure or licensed attorney status + Excellent analytical, communication (written and verbal),… more
- Fifth Third Bank, NA (Akron, OH)
- …to provide wealth planning, investments, private banking, risk management, and trust services. Ensures delivery and execution of Private Bank experience and ... profile clients and issues to identify client needs that result in AUM, Loans, Deposits, Estate Planning, and Wealth Planning. + Acts as the Core Team Member for One… more