• Tax Manager - Private Wealth

    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 (10/25/25)
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  • Tax Senior - Private Wealth

    Deloitte (Dayton, 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
    Deloitte (10/25/25)
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  • CRE Loan Coordinator

    UMB Bank (Columbus, OH)
    …having their voices heard. With UMB Loan Administration; the REG (Real Estate Group) Commercial Loan Closing Coordinator associates focus their work toward non-owner ... occupied commercial real estate loans to ensure all closing requirements are gathered,...review of loan documentation for both internal documentation and attorney prepared documentation and work with loan accounting teams… more
    UMB Bank (11/22/25)
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  • Wealth Management Advisor II

    Fifth Third Bank, NA (Columbus, OH)
    …to provide wealth planning, investments, private banking, risk management, and trust services. Ensures delivery and execution of Private Bank experience and ... to profile clients and issues spot client needs that result in AUM, Loans, Deposits, Estate Planning, and Wealth Planning. + Acts as the Core Team Member for One… more
    Fifth Third Bank, NA (11/21/25)
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