EmploymentCrossing Jobs

Vp Charitable Estate & Gifts Planning - USA-OH-Cincinnati

Tue, 29 Sep 2020 00:00:00 CDT

VP Charitable Estate & Gifts Planning Duties: Reporting to the President of ******* Foundation, lead gift planning resource for ******* Foundation responsible for designing, planning, implem...

Senior Wealth Planner - USA-OH-Cincinnati

Sat, 26 Nov 2022 00:00:00 CST

Senior Wealth Planner DUTIES: Determines the client’s goals through the initiation of unique Priorities conversations with top-tier clients. Determines their financial status by gathering, analyzing ...

Tax Specialist - USA-OH-Cincinnati

Sun, 11 Dec 2022 00:00:00 CST

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

Senior - Real Estate Tax - USA-OH-Cincinnati

Thu, 08 Dec 2022 00:00:00 CST

Senior - Real Estate Tax The candidate will work within an engagement team and draw on the experience in accounting and taxation to provide tax compliance and consulting services to investment manage...

Trust Advisor - USA-OH-Cincinnati

Sun, 27 Nov 2022 00:00:00 CST

Trust Advisor The candidate will serve as Trust Advisor for clients with over $5MM in investable assets. Work with Private Bank Team to identify fiduciary opportunities and solutions. Work with Priva...

Senior - Business Tax Services - Investment Management - Private Wealth - USA-OH-Cincinnati

Tue, 13 Dec 2022 00:00:00 CST

Senior - Business Tax Services - Investment Management - Private Wealth Duties: The candidate will perform high-level reviews of tax research of individual, fiduciary, partnership, closely-held corpo...

Indirect Tax Credits And Incentives Manager - Central And Southeast Us - USA-OH-Cincinnati

Wed, 30 Nov 2022 00:00:00 CST

Indirect Tax Credits and Incentives Manager - Central and Southeast US The candidate will be analyzing an evolving portfolio of complex business operations to provide meaningful insights into statuto...

Global Compliance and Reporting Real Estate Senior - USA-OH-Cincinnati

Wed, 30 Nov 2022 00:00:00 CST

Global Compliance and Reporting Real Estate Senior The candidate will work on multiple tax engagements and will contribute to the delivery of quality tax planning and compliance services for real est...

Estate Planning And Probate Paralegal - USA-OH-Cincinnati

Sat, 26 Nov 2022 00:00:00 CST

Estate Planning and Probate Paralegal The candidate will be assisting with all aspects of probate, estate planning, and tax matters. Preparation of probate pleadings including petitions, inventories,...

Tax Consultant Ii - Investment Management - Private Wealth Tax - USA-OH-Cincinnati

Fri, 18 Nov 2022 00:00:00 CST

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

Manager, Investment Management, Private Wealth - USA-OH-Cincinnati

Thu, 17 Nov 2022 00:00:00 CST

Manager, Investment Management, Private Wealth Duties: The candidate will perform high-level reviews of tax research of individual, fiduciary, partnership, closely-held corporations, estate, and gif...

Tax Senior Manager - Business Tax Services - Investment Management - Private Wealth Tax | Business Tax Svcs - USA-OH-Cincinnati

Wed, 16 Nov 2022 00:00:00 CST

Tax Senior Manager - Business Tax Services - Investment Management - Private Wealth Duties: The candidate will perform high-level reviews of tax research of individual, fiduciary, partnership, closel...

Tax Senior - Business Tax Services - Investment Management - Private Wealth Tax | Business Tax Svcs - USA-OH-Cincinnati

Wed, 16 Nov 2022 00:00:00 CST

Tax Senior - Business Tax Services - Investment Management - Private Wealth Duties: The candidate will perform high-level reviews of tax research of individual, fiduciary, partnership, closely-held ...

Senior Wealth Strategist - USA-OH-Cincinnati

Tue, 13 Dec 2022 00:00:00 CST

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 i...

Fiduciary Strategist - USA-OH-Cincinnati

Tue, 13 Dec 2022 00:00:00 CST

Fiduciary Strategist The candidate proactively collaborates with team members to build insights and solutions to attract, retain and grow client relationships. Advises clients in their book as well a...

Estate Planning Associate Attorney - USA-OH-Cincinnati

Wed, 23 Nov 2022 00:00:00 CST

Estate Planning Associate Attorney The candidate's duties include: Drafting documents. Work with clients to draft and execute wills, trust, and other estate planning documents. Maintain client relati...

Senior Wealth Planning Analyst - USA-OH-Cincinnati

Mon, 05 Dec 2022 00:00:00 CST

Senior Wealth Planning Analyst The candidate will work closely with prospects, clients, and the client service teams to produce key current state analyses (Net Worth Statements, Current Cash Flow, Ta...

Private Bank National Practice Leader - USA-OH-Cincinnati

Mon, 05 Dec 2022 00:00:00 CST

Private Bank National Practice Leader The candidate serves as a national leader to drive growth through the development of strategy, go-to-market program and resources. Serves as sales liaison for t...

Tax and Transactional Associate Attorney - USA-KY-Covington

Wed, 08 May 2024 00:00:00 CDT

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

Estate Associate Attorney - USA-OH-Cincinnati

Wed, 10 Apr 2024 00:00:00 CDT

A law firm in Cincinnati, OH, is seeking an Estate Associate Attorney with strong interpersonal and communication skills. The ideal candidate should be a licensed Ohio attorney with 1-3 years of ex...