• Private Wealth Services…

    Grant Thornton (Cleveland, OH)
    As the Private Wealth Services Tax Manager, you'll conduct primary and secondary reviews of complex tax returns and provide income, estate, and gift ... support to help you excel. You'll collaborate with the Private Wealth Services Tax...tax accounting/technology skills + You have exceptional client service and communication skills with a demonstrated ability to… more
    Grant Thornton (11/08/25)
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  • Tax Senior - Private Wealth

    Deloitte (Dayton, OH)
    …charitable giving during their lifetime and through estate planning. Learn more about Deloitte Private Wealth Tax Services . Qualifications Required: + ... Do As a Tax Senior in our Private Wealth Tax practice, you...3 days per week + 3+ years' experience providing tax planning services or preparing and reviewing… more
    Deloitte (10/25/25)
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  • Tax Manager - Private Wealth

    Deloitte (Dayton, OH)
    …charitable giving during their lifetime and through estate planning. Learn more about Deloitte Private Wealth Tax Services . Qualifications Required + ... taxation? Do you excel at delivering compliance and consulting services to individual clients and their trusts, estates, family...Do As a Tax Manager in our Private Wealth Tax practice, you… more
    Deloitte (10/25/25)
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  • Senior Wealth Strategist

    Fifth Third Bank, NA (Columbus, OH)
    …multi-generational trusts, closely held business entities, corporate executives, and private foundations. Provides professional consulting / advisory services ... in banking at Fifth Third Bank. GENERAL FUNCTION: Serves as the primary Wealth Planning expert and resource for high net worth prospects and client relationships… more
    Fifth Third Bank, NA (12/10/25)
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  • Applications Sales Manager - Financial…

    Oracle (Columbus, OH)
    …Trading, Insurance, Risk and Compliance, Financial Crime, Analytics, Revenue Management, Private Wealth Management, and Cash & Profitability Management **The ... We are seeking a Sales Executive for Oracle's Financial Services Global Industry Unit. **Who we are:** Oracle is...Health care and dependent care Flexible Spending Accounts 6. Pre- tax commuter and parking benefits 7. 401(k) Savings and… more
    Oracle (12/04/25)
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  • KPB Trust Officer

    KeyBank (Brooklyn, OH)
    …**Fiduciary Expertise and Trust Administration** + Maintains deep expertise in fiduciary, investment, tax , and other related wealth issues + Designs and delivers ... + A minimum of 5 years client advisory experience to ultra-affluent, business owners; tax or legal services to clients regarding trust and fiduciary matters, and… more
    KeyBank (12/09/25)
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