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Trusts And Estates Attorney Jobs in Cincinnati

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SPONSORED JOB
Company
UBS
Experience
Min 1 yrs required
Location
Cincinnati, OH
Posted Date
Sep 13,18
Info Source
Total Views
8
International Trust and Estate Planning Specialist The candidate will provide legal and tax analysis of cross-border situations. Will read and analyze legal documentations in Spanish and English. Work effectively with internal and external stakeholders. Should have a Law degree. Must have previously worked at a top law firm or accounting firm on cross-border matters. Solid knowledge of Mexican law is required. Should be fluent in Spanish and English. Must have strong commu... read more
Company
In-House, BLUE & CO., LLC.
Experience
Min 10 yrs required
Location
Cincinnati, OH
Posted Date
Sep 20, 18
Info Source
Employer
Total Views
153
Senior Manager Tax - Estates, Gifts, Trusts The candidate will consult with high net worth clients on income tax, estate, trusts, and inheritance tax planning and compliance. Will conduct research using Thomson Reuters Checkpoint, BN and CCH tax research programs. Review partnership, LLC, S Corporation, 1040, 1041, and estate tax returns. Lead proactive growth for Blue internally and externally. Work with internal leaders, managers; expand existing client relationships by ... read more
Company
In-House, RSM US LLP.
Experience
3-7 yrs required
Location
Cincinnati, OH
Posted Date
Sep 19, 18
Info Source
Employer
Total Views
67
Wealth Management Associate Advisor The candidate will serve as the initial market resource for client, prospect and internal CPA inquiries regarding Wealth Management Services as well as local account servicing and client/prospect follow up. Actively participate in client, prospect and COI meetings in local market. Assist in developing Financial Plans for clients utilizing our eMoney financial planning tool. Provide investment analysis as needed or directed. Initiate and ... read more
Company
In-House, Oxford Financial Group, Ltd
Experience
Min 10 yrs required
Location
Cincinnati, OH
Posted Date
Sep 14, 18
Info Source
Employer
Total Views
24
Senior Wealth Strategist The candidate will serve as a technical resource and subject matter expert in comprehensive wealth planning matters. Provides support, clarity and answers to technical issues/questions related to tax and estate planning. Meets/communicates regularly with outside advisors for technical estate planning discussions and review, with developed beneficial relationships with outside advisors. Writes technical articles related to estate and wealth transfer... read more
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