Private Client Tax Senior Analyst - Wealth Advisory
$76k - $125.3kErnst & Young Oman
Ernst & Young Oman is seeking a Tax Professional to prepare and review complex tax returns for high net worth individuals. The role involves collaboration with other specialists and providing effective tax planning strategies. Candidates should hold a Bachelor's degree in Accounting and aim for CPA licensure, with at least 3 years of relevant experience. This position offers a competitive salary between $76,000 and $125,300, along with a flexible, hybrid work environment and a comprehensive benefits package. #J-18808-Ljbffr Ernst & Young Oman
- Fifth Third Bank in Cincinnati is seeking a Wealth Management Advisor II. In this role, you will serve as a trusted advisor to Private Bank clients, managing their wealth goals and ensuring high standards of client service. Responsibilities include developing new client...SeniorPrivate client
$76k - $125.3k
...technically demanding tax planning and compliance... ...contact for a wide range of clients and colleagues. This is... ...hedge fund and Private equity K-1s Researching... ...understanding of estate and wealth planning Experience... ...confidence to challenge senior colleagues and stakeholders...SeniorPrivate clientWork experience placementSummer holidayLocal areaFlexible hours$91.1k - $150.2k
...a better working world. ITTS - International Corporate Tax Advisory - Senior The opportunity The International Tax and Transaction Services... ...of three competencies focused on advising corporate and private equity clients on all aspects of their capital agenda - Transaction Tax...SeniorPrivate clientWork experience placementSummer holidayFlexible hours- ...Senior Wealth Manager Lido Advisors is a growing and established wealth... ...and building long-term client relationships. The ideal candidate... ...planning, including tax and estate planning, investment... ...providing best-in-class wealth advisory services. We offer a unique approach...SeniorFlexible hours
$96k - $181k
KeyCorp in Cincinnati is seeking a Relationship Manager for its Key Private Bank division. This role involves serving high net worth clients, developing financial strategies, and collaborating with the advisory team. Candidates should have a minimum of 5 years of relevant...Senior$143.91k - $169.3k
U.S. Bank is seeking a PWM Private Wealth Advisor in Cincinnati, OH. This role focuses on managing high net worth client relationships and requires over 10 years of experience in wealth management. The advisor will build a team to meet client needs and is expected to drive...Senior- Us Bank in Cincinnati is seeking a Private Wealth Management professional to develop and manage relationships with high-income clients. This role requires extensive experience in the financial services industry and knowledge of private banking products. The ideal candidate...SeniorWork at officeRemote work3 days per week
$120 - $150 per hour
Seasonal Tax Senior Manager - Private Client Services Location: Anywhere in Country Private Client Services (PCS) is a growing practice within EY,... ...trust income tax A thorough understanding of estate and wealth planning Experience researching tax issues to develop effective...SeniorPrivate clientHourly paySeasonal workRemote workFlexible hours- A financial services company in Cincinnati is looking for a Private Bank Wealth Advisor II, responsible for developing and managing high-net-worth clients' Wealth Plans. Key duties include client relationship management, providing exceptional service, and acquiring new...SeniorRemote jobWork at officeFlexible hours
$77.07k - $175.5k
...Senior Consultant, Global Trade Advisory Do you enjoy providing powerful business solutions to some of the world... ...trade requirements, and align client trade functions with their business... ...a national practice within Deloitte Tax LLP's International Tax business and...SeniorWork at officeWorldwide2 days per week3 days per week- ...Tax Senior Manager, Private Client Services The Tax Senior Manager, Private Client Services assists in providing tax compliance and consulting services... ...related to personal income, estate and gift tax and wealth retention strategies, as well as taxation of entities owned...SeniorPrivate clientWork at office
- A financial services company is seeking a Wealth Planner to deliver high-quality financial planning services for clients with a net worth of $1-10M. This role involves leading financial planning engagements, conducting discovery conversations, and collaborating with internal...SeniorRemote work
- A prominent financial institution is seeking a Wealth Planner in Cincinnati, OH. The role involves providing high-quality financial planning services to clients with a net worth of $1-10M. Key responsibilities include leading financial engagements, developing customized...SeniorWork at officeFlexible hours
- Job Description Merrill Wealth Management is a leading provider of comprehensive wealth management... ...Financial Advisors and Wealth Management Client Associates help clients pursue the life... ...a personal relationship with their advisory team committed to their needs. We believe...Private clientSeasonal workWork at officeWork from homeShift workDay shift
$75.2k - $124.1k
...a better working world. US - Tax - BTS - FSO CTORS Information... ...Reporting and Withholding EDGE Senior Analyst EY is a leader in serving the... ...side by side with a range of clients from our most venerable... ...Banking and Capital Markets, Wealth and Asset Management and Insurance...SeniorSummer holidayFlexible hours$116k - $216k
...investment portfolios in accordance with client investment goals and objectives. Advise clients... ...the complete breadth and depth of the Wealth Segment suite of capabilities. Position... ...the competitive advantages of the Key Private Bank platform and process as a portfolio...SeniorWork at officeFlexible hours- ...financial institution in Cincinnati is seeking a Private Bank Wealth Advisor III to manage high-net-worth client relationships and deliver Wealth Plans. The ideal... ...of experience in wealth management or financial advisory. Strong networking and communication skills are essential...Work at officeFlexible hours
- ...one of the worlds top tax firms. Enjoy a collaborative... ...helping high-profile clients understand, analyze,... ...is currently seeking a Senior Manager or Manager, SALT... ...multi-disciplinary Tax and Advisory team that focuses on... ...primarily comprised of private equity clients, public...SeniorPrivate clientLocal area
- ...of the Family Office Services Team, the Senior Wealth Planner is responsible for reviewing... ...recommendations, along with managing existing client relationships. This role has no new... ...years of experience in wealth, estate, or tax planning; experience with ultra-high-net...SeniorWork at office
- A leading wealth management firm in Cincinnati seeks a Senior Wealth Advisor to provide personalized financial planning and investment advisory services. The ideal candidate will have a Bachelor's degree... ..., and will focus on building client relationships while managing...SeniorFull time
- Crete Professionals Alliance is looking for a Senior Tax Manager to provide strategic leadership in tax compliance and advisory engagements. You will oversee multiple client relationships and engagement teams, ensuring technical excellence and quality in the tax practice...SeniorFlexible hours
- ...infrastructure consulting firm, partnering with clients to solve the world's most complex... .... Our teams partner with public- and private-sector clients to create innovative, sustainable... ...throughout the project lifecycle - from advisory, planning, design and engineering to...SeniorPrivate clientContract workLocal areaImmediate startWorldwideFlexible hours
$120 - $150 per hour
Ernst & Young Oman is looking for a Seasonal Tax Senior Manager to manage complex individual tax returns and compliance for high-net-worth individuals and families. The ideal candidate will have over 8 years of relevant experience and a valid US CPA license. The position...SeniorPrivate clientRemote jobHourly paySeasonal workFlexible hours$154.3k - $352.4k
...ITTS - Transfer Pricing Senior Manager - FY26 - HDG... ...world. International Tax and Transaction... ...advising corporate and private equity clients on all aspects of their... ...agenda Transaction Tax Advisory, International... ...Chartered Financial Analyst from the CFA Institute...SeniorPrivate clientWork experience placementSummer holidayFlexible hoursShift work$88.9k - $146.6k
...ITTS - Transfer Pricing Senior - FY26 - HDG #1147... ...world. International Tax and Transaction Services... ...corporate and private equity clients on all aspects of their... ...agenda – Transaction Tax Advisory, International... ...Chartered Financial Analyst from the CFA Institute...SeniorPrivate clientWork experience placementSummer holidayFlexible hoursShift work- A global professional services firm is seeking a Senior Analyst for their Tax team. This role includes responsibilities such as managing tax returns, ensuring compliance, and advising on tax issues. Candidates should possess a Bachelor's degree in Accounting or Finance...SeniorFlexible hours
- Aspen Careers, LLC is seeking a Senior Trust & Estates Attorney for a prestigious law firm in Cincinnati. This role involves advising clients on sophisticated estate planning, wealth transfer, and fiduciary matters while working in a supportive team environment. Applicants...Senior
- Private Bank Wealth Advisor II page is loaded## Private Bank Wealth Advisor IIremote type: Officelocations... ...Bank Wealth Advisor II is the primary client relationship manager in the Huntington... ...3 years of wealth management/financial advisory/sales/relationship management...Work at officeRemote workWork from homeFlexible hours
- ...Senior Tax Analyst Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. General Function Under general supervision, responsibilities include the...SeniorFull timeWork at office
- Overview The Private Bank Wealth Advisor III is the primary client relationship manager in the Huntington Private Bank responsible for developing, delivering... ...At least 5 years of wealth management/financial advisory/sales/relationship management experience in banking...Work at officeRemote workWork from homeFlexible hours
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