- Deloitte (Cleveland, OH)
- …prior experience to provide tax compliance and advisory services to investment management clients. You will assist clients with effective analysis, solution ... we have an exciting opportunity for you as a Tax Senior on our growing team! Recruiting...the global leader in providing professional services to the Investment Management industry, Deloitte Tax … more
- Deloitte (Cleveland, OH)
- …in accounting and taxation to provide tax compliance and consulting services to investment management clients. You will identify complex tax issues and ... we have an exciting opportunity for you as a Senior Tax Consultant on our growing team!...As global leaders in providing professional services to the Investment Management industry, Deloitte works with clients… more
- Deloitte (Cleveland, OH)
- …solving complex state and local tax issues? Are you intrigued by the tax considerations specific to investment management , private equity, real estate ... for you! We are looking for an innovative, analytical Tax Senior who is ready to seek...team's overall practice specific services include investment management services, state income and franchise tax ,… more
- Deloitte (Cleveland, OH)
- …training. The Team As global leaders in providing professional services to the Investment Management industry, Deloitte Tax LLP works with clients ... a spectrum of tax services to a broad range of Investment Management companies. Our clients include investment advisers and administrators from every… more
- Deloitte (Cleveland, OH)
- …of Real Estate) + CCIM (Certified Commercial Investment Member) + Licensed Texas Senior Property Tax Consultant + Ability to travel up to 10%, on average, ... Are you a strategic and creative Senior Tax professional who enjoys working...and streamline workflow. + Making recommendations on engagement workflow management and mentoring tax consultants and interns… more
- Deloitte (Cleveland, OH)
- …clients on the potential benefits and eligibility requirements related to: + IRC section 48 Investment Tax Credit + IRC section 45 Production Tax Credit + ... on May 31st 2026. What you'll do As a Senior within the Sustainability, Climate and Equity: Renewable Energy..., including tax credits, government incentives, and tax management consulting. Qualifications Required + Ability… more
- Eaton Corporation (Beachwood, OH)
- …processes for transactions and post-transaction requirements and for joint venture and equity investment management . * Stay current with developments in M&A law ... cross-border M&A transactions and other corporate transactions and acquisition integration, cash management , tax strategy, transfer pricing and joint venture … more
- KeyBank (Pepper Pike, OH)
- …goals. ESSENTIAL JOB FUNCTIONS: Fiduciary Expertise - Maintains deep expertise in fiduciary, investment , tax , and other related wealth issues. - Designs and ... bank. - Identifies and resolves potential trust and estate tax - related issues. - Applies sound fiduciary judgment to...- Applies sound fiduciary judgment to trust matters. Client Management - Works with Investment Sales Specialitsts… more
- Bank of America (Pepper Pike, OH)
- …Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and ... institutions. Merrill Wealth Management is one of the largest businesses of its...and supervisory requirements and corporate policies and procedures + Investment product knowledge (ie, 401K, Options, Annuities, Tax… more
- PNC (Cleveland, OH)
- …following areas of expertise: - Administration of personal fiduciary accounts (trusts, estates, investment management , IRAs, etc.) - Knowledge of 12 CFR 9, state ... laws, uniform trust code - Specialized administration (Special Assets, fiduciary tax requirements) - Support requirements for PNC Delaware Trust Company and… more
- Eaton Corporation (Beachwood, OH)
- …Eaton's transactions and post-transaction requirements and for joint venture and equity investment management . + Supports and performs, as appropriate, other ... corporate transactions (including joint ventures and equity investing) and with cash management , tax strategy, transfer pricing and joint venture management… more