- KeyBank (Columbus, OH)
- …501 E Carmel Drive - Carmel, Indiana 46032 **Job Description Preview** **Job Summary** The Private Client Advisor 's focus will be on our Mass Affluent ... their methodology and will lead with these concepts. The Advisor will be the primary provider of investment services...referral opportunities from new clients and the existing bank client base. + Coordinate all aspects of investment product… more
- Huntington National Bank (Reynoldsburg, OH)
- …long-lasting relationships with both existing and new clients to become Financial Advisor Senior. Our Financial Advisors partner closely with branch staff to uncover ... client needs and offer most appropriate financial solutions for...partnering with every line of business (Mortgage, Business Banking, Private Bank, etc.) to provide clients with best solutions… more
- KeyBank (Columbus, OH)
- …is at the center of this client promise acting as the primary client advisor developing and implementing strategies based on the client 's financial ... Broad Street - Columbus, Ohio 43215 **Job Summary** Key Private Bank (KPB) is dedicated to serving our clients'...client relationships. **Responsibilities** + Acts as the primary client advisor by recommending banking, borrowing and… more
- Deloitte (Columbus, OH)
- …transactions to the client . The Team At Deloitte Tax LLP, our Private Wealth team focuses on the specialized needs of the ultra-affluent, including families with ... need to talk about a career with Deloitte's growing Private Wealth practice! Recruiting for this role ends on...tax returns, as well prepare for and assist in client meetings on compliance and consulting projects related to… more
- Deloitte (Columbus, OH)
- …"Yes!" to these questions, we need to talk about a career with Deloitte's growing Private Wealth practice! Recruiting for this role ends on June 1, 2025 What You'll ... Do As a Tax Manager in our Private Wealth Tax practice, you will perform high-level reviews...papers and tax returns, as well prepare and lead client meetings on compliance and consulting projects related to… more
- Deloitte (Columbus, OH)
- …solution development, and implementation of clients' tax objectives. You will manage the client relationship by delivering tax advisory services to the client . ... partnership work papers, allocations, and tax filings + Preparing and leading client meetings on compliance and advisory projects related to tax planning… more
- Deloitte (Columbus, OH)
- …solution development, and implementation of clients' tax objectives. You will manage the client relationship by delivering tax advisory services to the client . ... work papers, allocations, and tax filings + Coordinating and communicating with client contacts as required to gather information to complete their tax returns.… more
- Morgan Stanley (Columbus, OH)
- …Client Service Associates provide exceptional service to our clients and supportFinancial Advisor (s) (FAs)/ Private Wealth Advisor (s) (PWAs)/ teamson a ... with clients, individuals in this role build trusted relationships. Leading with a client first mindset, a successful candidate for this role will have strong… more
- JPMorgan Chase (Columbus, OH)
- …team who maintains a culture of excellence that is agnostic of platform or client , while contributing to the delivery of first class managed product offerings? Our ... for implementation of its discretionary investment strategies, including mutual funds, private funds, exchange traded funds and notes, structured products, and other… more
- Deloitte (Columbus, OH)
- …compliance and consulting services to Real Estate Investment Trusts, Real Estate Private Equity Funds, and real estate joint ventures and operating partnerships. As ... to clients in the Real Estate industry sector. You will work directly with the client , manage the tax engagement team, have access to an elite group of specialists… more
- Deloitte (Columbus, OH)
- …and you really like technology. If you have a passion for client consultation, improving computational software applications and proprietary solutions, we have the ... your industry experience by working on a plethora of various industries including private equity, healthcare, tech, financial products, oil & gas, green energy, real… more
- AECOM (Columbus, OH)
- …the preparation of comprehensive project documentation. + Maintain and nurture positive client relationships as a trusted advisor throughout the project ... the successful delivery of assigned projects. **Job Summary/Core Responsibilities:** ** Client Relationship Management:** + Spearhead the development of deeply rooted… more
- Deloitte (Columbus, OH)
- …your industry experience by working on a plethora of various industries including private equity, healthcare, tech, financial products, oil & gas, green energy, real ... estate, consumer products, and other various industries. + Deliver value to client experiencing a public offering (including SPACs) and interact with external… more
- Deloitte (Columbus, OH)
- …with a variety of tax services that are relevant for public and private companies, including tax compliance, tax planning, tax controversy, and tax research. ... and reviewing all related work papers. + Coordinating with client 's tax and finance departments on tax planning and...of business tax services is relevant for public and private companies and range from tax planning to tax… more
- Public Consulting Group (Columbus, OH)
- …deliverable creation, and communicating project performance and progress. + Advise senior client executives and as a trusted advisor for technology-related ... our Technology Consulting Practice Area. The Director will work with senior client executives implementing or advising on large-scale software solutions in Public… more
- Deloitte (Columbus, OH)
- Do you enjoy building new client relationships to grow an already existing and successful federal tax practice? Are you ready to make a greater impact on ... various industry sectors. You will work directly with the client , have access to an elite group of specialists...lines of service. + Acting as a trusted business advisor to clients on a variety of issues including… more
- Guardian Life (Columbus, OH)
- …Park Avenue Securities is Guardian's broker-dealer and corporate Registered Investment Advisor (RIA), which offers clients an expanded suite of products and ... platform. + Deliver subject matter expertise in areas such as private markets, structured investments, alternative investments, philanthropy, lending, and investment… more
- Deloitte (Columbus, OH)
- …group, you will provide federal tax consulting and compliance services to a diverse client base in various industry sectors. You will work directly with the ... client , manage the tax engagement team, have access to...of business tax services is relevant for public and private companies and range from tax planning to tax… more
- Concentrix (Columbus, OH)
- …an opportunity to enroll in many benefit programs, generally including private medical plans, great compensation package, retirement savings plans, paid learning ... + Lead the discovery, design, and delivery of Apigee migrations to meet client needs. + Show strong leadership in guiding project teams and ensuring seamless… more
- Pearl Interactive Network (Columbus, OH)
- …before you apply.** 2. Ethernet cable access. Wi-Fi-only connectivity, prohibited. 3. Private and secure workspace within your home. Away from noise and ... monitor(s), and headset provided. **Job Duties:** + Actively take ownership of the client accounts. Serve as the lead point of contact for all account management.… more