Tax-Exempt RM Team Lead — Institutional Partnerships

Fidelity Investments

Fidelity Investments is seeking a senior leader for Tax-Exempt Relationship Management to guide a team serving institutional clients and senior executives. You will lead client engagement, strengthen partnerships, and drive growth in the national Core Market segment. You will influence executives, manage multiple priorities, and deliver exceptional client experiences while fostering talent development and team performance. This onsite role supports strategic retirement and benefits programs. #J-18808-Ljbffr Fidelity Investments

Apply

Vacancy posted 2 days ago

Similar jobs that could be interesting for youBased on the Tax-Exempt RM Team Lead — Institutional Partnerships in Covington, KY vacancy

VP, Relationship Management Team Lead, Tax -Exempt Market
...people's lives? Do you enjoy leading high-performing teams while building trusted... ...senior executives and institutional clients? In this leadership... ...Market segment with the Tax-Exempt Market. You'll be leading... ...engagement, strengthening partnerships, solving complex...
Partnership
Tax
Full time
Fidelity Investments
Covington, KY
2 days ago
Senior Relationship Leader - Tax-Exempt Market
Fidelity Investments is seeking a senior leader to guide the Tax-Exempt Relationship Management team supporting national Core Market clients. You will drive client engagement, sponsor strategic partnerships with executive sponsors, and influence cross-functional teams to...
Partnership
Tax
Soteria Reinsurance Ltd.
Covington, KY
5 days ago
Institutional Conversions Coordinator II
...Organize and prepare global tax documentation and liaise between... ...to build the foundation of partnership between the client and the Bancorp... .... Proven self-starting team player with good organizational... ...and management. LI-MW1 Institutional Conversions Coordinator II At...
Partnership
Tax
Work experience placement
Work at office
Fifth Third Bank
Newport, KY
2 days ago
Wealth Advisor
...Wealth FLSA Status: Exempt Position Reports... ...HORAN Wealth is a leading Registered Investment... ..., families, and institutions. With a focus on... ...retirement planning, tax planning, and... ...premier national partnerships with M Financial Group... ...in a fast‑paced, team‑oriented environment...
Partnership
Tax
Full time
Part time
Work at office
HORAN Wealth
Cincinnati, OH
4 days ago
Relationship Manager (Cincinnati, OH)
$68k - $80k
...Relationship Manager (RM) I is a strategic,... ...Wealth Management team. This role partners... ...service delivery. Lead client follow-up... ...assigned. Advisor Partnership & Practice Management... ...classified as a non-exempt are required to... ...as well as an after-tax option Pet Insurance...
Partnership
Tax
Temporary work
Work at office
Local area
Home office
Monday to Friday
Merceradvisors
Cincinnati, OH
5 days ago
Senior Tax Manager
$190k - $220k
...TeamWe are a sophisticated tax, accounting, and... ...growthLongevity matters here: Our team includes partners and... ...experience emphasizing partnership, trust, and individual... ...deep relationships and institutional knowledge that... ...structured training programs.Lead and execute other tax-...
Partnership
Tax
Work at office
Local area
Remote work
Flexible hours
Cerity Partners
Cincinnati, OH
3 days ago
Title IIIB/Outreach Program Coordinator
...Location: Florence, KY Exempt Status: Contract -... ...no benefit coverage or taxes deducted. Position Purpose... ...this position includes leading and implementing... ...and developing strategic partnerships with community... ...independently and as part of a team. Complete work accurately...
Partnership
Tax
Hourly pay
Full time
Contract work
Work at office
Local area
Northern Kentucky Area Development District
Florence, KY
24 days ago
Controller
...Overview The Controller will lead the accounting,... ...operating businesses, partnerships, trusts, and other family... ...across internal teams and external advisors.... ...individual will help maintain institutional-quality financial... ...accounting firms, auditors, tax advisors, and...
Partnership
Tax
Work at office
Total Quality Logistics
Cincinnati, OH
17 hours ago
Payroll Team Lead (Workday)
$75k - $106k
...exciting position to join our corporate HR team and lead all payroll activities for Kao Americas... ...and reporting of all payroll taxes, ensuring employees are paid and in compliance... ...state and local licensing laws and exemptions, and applying for and maintaining all new...
Tax
Hourly pay
Work experience placement
Local area
Flexible hours
Shift work
AFM - Association Française du Marketing
Cincinnati, OH
3 days ago
Tax and Accounting Manager
$100k - $130k
...experienced and detail-oriented Tax and Accounting Manager to lead our tax planning, compliance, review... ...Manage and review corporate, partnership, trust, exempt and individual tax filings (federal... ...Collaboration Lead and mentor a small team of accountants and tax...
Partnership
Tax
Work at office
Local area
NACBA
Cincinnati, OH
1 day ago
Economic Development Finance Attorney
...Economic Development Finance team in our Kentucky and Ohio... ...and Public-Private Partnerships (P3). Training in tax, economics, or corporations... ...Bricker Graydon Wyatt LLP is a leading full-service law firm committed... ..., we serve businesses, institutions, communities, and...
Partnership
Tax
Local area
Bricker Graydon Wyatt
Cincinnati, OH
5 days ago
Tax Manager
...Are you a tax professional who enjoys combining... ...have experience with partnership taxation and want the... ...have been overlooked by institutional investors, creating opportunities... ...& Transaction Support Lead tax structuring and... ...Partner with internal teams and tax leadership to...
Partnership
Tax
Work at office
Local area
Last Mile Investments
Cincinnati, OH
4 days ago
Senior Accountant
...healthcare, educational institutions, chip plants, and data... ...I is responsible for leading complex general ledger... ...and cross‑functional teams to coordinate month‑end... ...Finance, Payroll, Tax, Operations, and other... ...team. Cross‑Functional Partnership Serve as the primary General...
Partnership
Tax
Lithko Contracting
Cincinnati, OH
1 day ago
Tax Manager or Senior Manager - CTP
$92k - $162k
...Managing all aspects of the annual tax compliance for business and... ..., C-corporations, Partnerships, and individuals for accuracy... ...work with their supervisor and team to determine their optimal working... ...graduation from an educational institution. Should you wish to exercise...
Partnership
Tax
Full time
Remote work
Relocation
Flexible hours
P&M Corporate Finance
Cincinnati, OH
4 days ago
Director of Accounting and Finance
...Solutions is the nation’s leading management company in... ...long‑term customer partnerships and empowering its employees... ...of the Executive Team, the Director of... ...statements, benefit plans, and taxes. Develop and document... ...banks and financial institutions for all banking...
Partnership
Tax
For contractors
Work at office
Local area
Gilman Partners
Covington, KY
1 day ago
Project Leader Real Estate Originations
...FUNCTIONSIdentify, pursue and submit tax credit, bond,... ...and reports. Lead in community stakeholder... ...Agreements, including Partnership MOU’s. Represent National... ...role model to promote a team approach, collaborates... ...mortgage programs, tax-exempt bonds, Section 8, and other...
Partnership
Tax
Full time
Part time
Work at office
Local area
Immediate start
Flexible hours
National Church Residences
Cincinnati, OH
17 hours ago
Audit Manager
$100k - $140k
...the next big step in your career and lead a high-performing assurance team? Our established firm is seeking an... ...seamlessly coordinating with specialized tax, IT, valuation, and ERISA teams. You... ...CPA renewal coverage, ongoing CPE credits, and a clear path toward firm partnership
Partnership
Tax
Remote work
Flexible hours
CyberCoders
Cincinnati, OH
2 days ago
Tax Supervisor
...Tax Supervisor responsible for managing tax engagements for individuals and privately owned businesses, reviewing complex tax returns (individual, corporate, partnership, and fiduciary), ensuring tax compliance, researching tax issues, and providing tax planning support...
Partnership
Tax
Brightpath Associates LLC
Cincinnati, OH
3 days ago
Tax Manager
$100k - $150k
Job Title: Tax Manager - Generalist Location: North CincinnatiIn-Office Requirement -... ...Individual Tax Privately Held BusinessesHNWIs, Partnerships, s-corps, trust & estate, some c-... ...issuesResearching Complex Tax IssuesTrain & Mentor Team of multiple levels of employeesManaging...
Partnership
Tax
Work at office
Remote work
Work from home
CyberCoders
Cincinnati, OH
3 days ago
MRO Planning Leader - Cincinnati, OH
...holds, either independently or through partnerships, leading global or European positions in its... ...functionally part of Global Supply Chain team in Support & Services Division within... ...Bachelor's degree from an accredited institution in Supply-chain management, Industrial...
Partnership
Permanent employment
Part time
Local area
Safran Group
Cincinnati, OH
3 days ago
Accounting Manager
...Together We Build – Partnership, Innovation, Excellence... ...impact, and be part of a team where innovation,... ...Support Assist with sales tax compliance, filings,... ...Experience participating or leading ERP implementations or... ..., commercial, and institutional sectors. Here You Will...
Partnership
Tax
Contract work
Local area
J Feldkamp Design Build
Cincinnati, OH
1 day ago
Lead, eCommerce & Customer Marketing - Kroger
Job DescriptionThe Lead, Kroger eCommerce serves as the general... ...central connector between internal teams, Kroger stakeholders, agency... ...relationships and external partnerships to ensure strong... ...requires work a salaried, exempt schedule to best execute against...
Partnership
Full time
Work at office
Flexible hours
The Kraft Heinz Company
Cincinnati, OH
1 day ago
Team Lead - Global Solutions Onboarding
$98.18k - $115.5k
...all from Day One.Job DescriptionThe Global Solutions Onboarding Team Lead is responsible for leading a team of onboarding professionals... ...to support reviews and remediation efforts.Cross-Functional Partnership- Collaborate with Product Management, Operations, Technology,...
Partnership
Full time
Work experience placement
Local area
3 days per week
US Bank
Cincinnati, OH
3 days ago
Tax Senior Accountant
...Tax Senior Accountant Overview: We are seeking a detail-oriented and experienced Tax Senior Accountant to join our team. This position offers flexibility and can be performed in-person... ...for individuals, corporations, partnerships, and trusts. Assist in the...
Partnership
Tax
Local area
Remote work
Rudler,PSC
Fort Wright, KY
2 days ago
Tax Staff
...Jackson Hewitt - DRF is hiring experienced Tax Preparers for a seasonal role in Covington, KY. You will serve clients with tax expertise... ...paced setting, helping clients navigate individual, trust, and partnership returns. We offer a $150 sign-on bonus, flexible schedules, and...
Partnership
Tax
Seasonal work
Relocation package
Flexible hours
Jackson Hewitt
Covington, KY
17 hours ago
Event Sales Coordinator
...Development Corporation (3CDC) is a tax-exempt nonprofit focused on... ...district management, supported by a team of roughly 140 full-time and... ...experience . Knowledge of lead generation is a plus. Tasks:... ...year and strengthen existing partnerships. Process permits for civic space...
Partnership
Tax
Full time
Contract work
Part time
For contractors
Work at office
Immediate start
Night shift
Afternoon shift
3CDC
Cincinnati, OH
2 days ago
Senior Tax Manager
$100k - $150k
...based accounting firm that is adding to its team. This role offers stability and growth in... ...the ideal candidate will bring extensive tax knowledge and will also work on audit... ...you will work with a mix of individuals, partnerships, S-Corp, and C-Corp clients. Tax research...
Partnership
Tax
Full time
Local area
CarsonLynch Professional Search
Cincinnati, OH
4 days ago
Associate Estate Planning Attorney
...FBT Gibbons LLP in Cincinnati, OH, seeks an Estate & Tax Planning Associate to advise high- and ultra-high-net-worth clients on gift... ...work environment with three days in the office and a path to partnership through mentorship and training. The firm emphasizes a collaborative...
Partnership
Tax
Work at office
FBT Gibbons
Cincinnati, OH
2 days ago
Tax Manager Real Estate Investment Growth & Planning
Last Mile Investments in Cincinnati, Ohio, seeks a Tax Manager to serve as the primary day-to-day tax resource across acquisitions, partnerships, and investor reporting. The role partners with internal teams, external advisors, and NAP’s Tax Department to ensure accurate...
Partnership
Tax
Last Mile Investments
Cincinnati, OH
5 days ago
Team Lead
...Team Leader Opportunity At CAVA At CAVA, we love what we do, and we try and make every... ...: Generosity First, Always: We lead with kindness. Our best work happens when... ...restaurants. TLs support performance success in partnership with our Assistant General Managers and...
Partnership
Local area
Shift work
CAVA - Uptown Dallas
Cincinnati, OH
4 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Tax-Exempt RM Team Lead — Institutional Partnerships. Be the first to apply!