Tax Estate Planning Attorney Jobs in Cincinnati

Part-time Instructor, Certified Financial Planning The candidate will be responsible for all aspects of CFP education course delivery. Will serve as subject matter expert and student advocate while delivering exceptional classroom ..

Part-time Instructor, Certified Financial Planning The candidate will serve as ... 5+ Years' experience in financial planning, specifically client facing. Must be ... for CFP© education course in tax or..

Attorney The candiadate should have 2+ years of experience to handle corporate, business and tax matters, estate planning and probate/trust administration. Existing business or clients is desirable but not required...

Tax Senior - Business Tax Services - Investment Management - ... will perform high-level reviews of tax research of individual, fiduciary, partnership, ... individual, fiduciary, partnership, closely-held corporations, estate, and..

VP Charitable Estate & Gifts Planning Duties: Reporting to the President ... Mercy Health Foundation, lead gift planning resource for the Bon Secours ... Health Foundation responsible for designing, planning,..

... and reviews and monitors all estate planning documents periodically to ensure that ... bank and to provide well-coordinated estate, tax and financial planning alternatives to meet client’s needs. .....

... experience and knowledge in Probate, Estate Planning and/or Real Estate. Must be proficient in the ... helpful to have experience in attorney billing and tax...

Senior Wealth Planning Analyst The candidate will work ... Worth Statements, Current Cash Flow, Tax, etc.) based upon the clients’/prospect’s ... and prospects current financial structure (estate & wealth transfer,..

Tax Senior Manager - Business Tax Services - Investment Management - ... will perform high-level reviews of tax research of individual, fiduciary, partnership, ... individual, fiduciary, partnership, closely-held corporations, estate,..

Estate Planning and Probate Paralegal The candidate ... with all aspects of probate, estate planning, and tax matters. Preparation of probate pleadings ... with and securing documents regarding estate assets..

... serves as the primary Wealth Planning expert and resource for high ... includes proactive, high impact, multi-generational planning solutions based upon each client’s ... pieces focused on various financial..

... Covington, KY, is seeking a Tax and Transactional Associate Attorney to work with supervising attorneys ... clients in a variety of tax and transactional matters. The role ... matters...

Tax Consultant II - Investment Management ... Investment Management - Private Wealth Tax Duties: The candidate will perform ... will perform high-level reviews of tax research of individual, fiduciary, partnership,..

... Cincinnati, OH, is seeking an Estate Associate Attorney with strong interpersonal and communication ... should be a licensed Ohio attorney with 1-3 years of experience, ... years of experience,..

Indirect Tax Credits and Incentives Manager - ... approaches to improve our clients’ tax activities. Researching our clients’ business ... data gathering and analysis, real estate and capital investment planning,..

Senior - Business Tax Services - Investment Management - ... will perform high-level reviews of tax research of individual, fiduciary, partnership, ... individual, fiduciary, partnership, closely-held corporations, estate, and gift..

Senior - Real Estate Tax The candidate will work within ... accounting and taxation to provide tax compliance and consulting services to ... management clients. Will identify complex tax issues..

Tax Specialist Duties: Consult with high ... net worth clients on income tax, estate, trusts, and inheritance tax planning and compliance. Conduct research using ... Reuters Checkpoint, BN and CCH..

... their families, anticipating clients’ wealth planning and Private Bank service needs ... develop, interpret, communicate and facilitate estate planning matters as part of the ... Senior Trust Advisors on..

Global Compliance and Reporting Real Estate Senior The candidate will work ... candidate will work on multiple tax engagements and will contribute to ... to the delivery of quality tax..

Estate Planning Associate Attorney The candidate's duties include: Drafting ... execute wills, trust, and other estate planning documents. Maintain client relationships, meeting ... Understanding of state and federal tax laws,..

... future cash flow needs, investment planning, insurance analysis, income tax planning, education planning, charitable planning, business succession planning, stock option planning, asset protection, and estate and wealth transfer planning...

... delivering business succession, transactional advisory, estate, and financial plans to high ... (Financial, Private CPA, JD Practice) planning experience. Juris Doctorate, CPA & ... strongly preferred. Comprehensive knowledge on..