Lawyer Referral Service Jobs in Toledo

Tax Principal The candidate will manage all aspects of the annual tax compliance for business, individual, and fiduciary clients. Review tax returns for S-corporations, C-Corporations, Partnerships, and individuals for accuracy and ..

KPB Family Wealth Strategist Duties: The candidate will be the senior advisor that exclusively works with UHNW families with a net worth of greater than $25MM. Serves as the primary point ..

Senior Wealth Strategist Duties: The candidate serves as the primary Wealth Planning expert and resource for high net worth prospects and client relationships (> $10MM investable and/or $15 million in net ..