- 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
- 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 (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
- Grant Thornton (Cincinnati, OH)
- …solution families, State and Local Tax , International Tax , and Private Wealth Service lines. ESSENTIAL DUTIES AND RESPONSIBILITIES + Reviewing ... LLC (not a licensed CPA firm), which exclusively provides non-attest offerings, including tax and advisory services . In 2025, Grant Thornton formed a… more
- Fifth Third Bank, NA (Cincinnati, 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
- PNC (Columbus, OH)
- …valued and have an opportunity to contribute to the company's success. As a Wealth Strategist III within PNC's Private Bank organization, you can be based ... OPT for this position. **Job Description** + Develops, consults on and implements tax , estate and financial plans for clients, including those of greater complexity.… more
- Huntington National Bank (Columbus, OH)
- …member of the Trust Tax Services team and assists the Wealth Advisors, Trust Administrators, and Service Specialists in Huntington's Private Bank ... movement and account reconciliation. Beyond technical duties, the Trust Tax Services team assists a field of...o Delivers technical guidance and conducts research on trust tax issues to support Private Bank colleagues… more
- KeyBank (Pepper Pike, OH)
- …ESSENTIAL JOB FUNCTIONS: Fiduciary Expertise - Maintains deep expertise in fiduciary, investment, tax , and other related wealth issues. - Designs and delivers ... require complex strategies to protect, grow and transition personal and family wealth . Actively manages trust and agency accounts, in accordance with established… more
- KeyBank (Toledo, OH)
- …JOB FUNCTIONS:** **Fiduciary Expertise** + Maintains deep expertise in fiduciary, investment, tax , and other related wealth issues. + Designs and delivers ... require complex strategies to protect, grow and transition personal and family wealth . Actively manages trust and agency accounts, in accordance with established… more
- UMB Bank (Columbus, OH)
- …I** **I** , you will execute on responsibilities to deliver unique asset administration services to Private Wealth Management clients. Primary focus will be ... escalations. + You will manage unique assets held in Private Wealth accounts, including real estate, oil/gas,...service providers. + You will help identify value-added services that Personal Trust and Custody can provide. +… more