Wealth Management Jobs in Canal Winchester

30 jobs

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Legal Staff Legal Secretary in Bexley, OH

Law Firm • **Members Only** Bexley, OH

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Posted On Sep 02, 26

Full-time Experience : Min 1 yrs required

Practice Area:

Probate Trusts and Estates - General Tax - Private Client Services Corporate - General Tax - General

Job Tags:

corporate governance document review Estate and Trust M&A Software

attorneys with legal case management by organizing files, tracking... deadlines, and preparing for court proceedings or client meetings. - Perform data entry and filing tasks accurately while adhering to firm procedures for document review, record-keeping, and confidentiality. - Coordinate scheduling,...

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Attorney in Columbus, OH

In-House • **Members Only** Columbus, OH

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Posted On Sep 07, 26

Full-time 1 views Experience : Min 10 yrs required

Job Tags:

asset management banking corporate governance due diligence estates fiduciary finance investment management marketing trusts wealth management

Job Title: Wealth Management Solutions, Trust &... Estates, Closely Held Asset Management Regional Director, ED Job Responsibilities: -... Business Development: Collaborate with Trust Officers, Bankers, Wealth Advisors, and external legal... and tax advisors revenue and assets under management for the Trusts &......

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Attorney in Columbus, OH

In-House • **Members Only** Columbus, OH

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Posted On Aug 25, 26

Full-time 1 views Experience : Min 6 yrs required

Job Tags:

family finance H-1B Profit Sharing regulatory compliance wealth management

Asset and Wealth Management - Renewable Energy... Tax Senior Manager The candidate will play a pivotal role in advising clients on their local and international tax affairs, acting as a strategic consultant in business analysis, managing working capital, and profit...

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Attorney in Columbus, OH

In-House • **Members Only** Columbus, OH

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Posted On Sep 07, 26

Full-time 2 views Experience : Min 10 yrs required

Job Tags:

artificial intelligence banking equity family finance lending Secured lending Securities underwriters wealth management

Director - Asset & Wealth Management - Latin America... risk oversight and portfolio management, ensuring decisions align with... risk appetite, governance standards, and cross-border considerations. - Evaluate, structure, and approve complex credit exposures within delegated authority, including new credit requests,...

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Attorney in Columbus, OH

In-House • **Members Only** Columbus, OH

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Posted On Sep 02, 26

Full-time Experience : Min 6 yrs required

Job Tags:

family finance H-1B Profit Sharing regulatory compliance wealth management

Job Title Asset & Wealth Management - Renewable Energy... projects for asset and wealth management clients in the... renewable energy sector. - Advising clients on local and international tax strategies to optimize their financial outcomes. - Managing the preparation and review of complex...

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Attorney in Columbus, OH

In-House • **Members Only** Columbus, OH

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Posted On Sep 02, 26

Full-time Experience : Min 5 yrs required

Job Tags:

Ethics family finance H-1B partnerships Profit Sharing wealth management

Job Title: Asset & Wealth Management - Tax Senior... Manager Job Responsibilities: - Lead and manage large-scale projects to achieve successful outcomes. - Innovate and streamline processes to enhance efficiency and effectiveness. - Maintain exceptional standards of operational excellence in every activity. - Interact with...

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Attorney in Columbus, OH

In-House • **Members Only** Columbus, OH

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Posted On Aug 25, 26

Full-time 4 views Experience : Min 4 yrs required

Job Tags:

Ethics family finance Fixed Asset H-1B Partnership Profit Sharing wealth management

Asset and Wealth Management - Renewable Energy... Tax Manager The candidate will get the opportunity to help clients meet their tax obligations while managing the impact tax has on their business. Advise clients on their local and overseas tax affairs,...

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Attorney in Columbus, OH

In-House • **Members Only** Columbus, OH

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Posted On Aug 25, 26

Full-time 3 views Experience : Min 5 yrs required

Job Tags:

Ethics family finance H-1B partnerships Profit Sharing wealth management

Asset and Wealth Management - Tax Senior... Manager The candidate will get the opportunity to help clients meet their tax obligations while managing the impact tax has on their business. Advise clients on their local and overseas tax affairs, while...

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Attorney in Columbus, OH

In-House • **Members Only** Columbus, OH

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Posted On Aug 25, 26

Full-time 2 views Experience : Min 4 yrs required

Job Tags:

Code of Conduct family finance H-1B Partnership partnerships RICO wealth management

Asset and Wealth Management Tax Manager The... candidate will review and analyse financial data, prepare and file tax returns, and assist businesses in meeting their tax obligations while minimising risks of non-compliance. Coach, leverage team member's unique strengths, and manage...

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Attorney in Columbus, OH

In-House • **Members Only** Columbus, OH

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Posted On Aug 31, 26

Full-time Experience : Min 4 yrs required

Job Tags:

Code of Conduct family finance H-1B Partnership partnerships wealth management

Job Title: Asset & Wealth Management Tax Manager Job Responsibilities: -... Supervise and develop team members to achieve exceptional deliverables - Manage client service accounts and engagement workstreams - Independently solve and analyze complex problems - Utilize company's technical knowledge and industry insights to address...

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Attorney in Columbus, OH

In-House • **Members Only** Columbus, OH

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Posted On Aug 31, 26

Full-time 1 views Experience : Min 4 yrs required

Job Tags:

Ethics family finance Fixed Asset H-1B Partnership Profit Sharing wealth management

Asset and Wealth Management - Renewable Energy... Tax Manager The candidate will get the opportunity to help clients meet their tax obligations while managing the impact tax has on their business. Advise clients on their local and overseas tax affairs,...

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Legal Staff Paralegal in Columbus, OH (Remote)

Law Firm • **Members Only** Columbus, OH

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Posted On Sep 03, 26

Full-time 2 views Experience : 3-3 yrs required

Practice Area:

Estate & Tax Planning Probate Trusts and Estates - General

Job Tags:

equity Estate Planning Genetics Insurance Probate Women

Title: Legal Assistant Job Responsibilities: The Legal Assistant at the law firm provides high-level administrative support to attorneys and their clients within the Estate Planning & Probate Group. The role involves maintaining positive and professional communication, ensuring the timely and accurate completion...

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Estate & Tax Planning Attorney in Columbus, OH

In-House • **Members Only** Columbus, OH

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Posted On Aug 26, 26

Full-time 7 views Experience : Min 5 yrs required

Practice Area:

Estate & Tax Planning

Job Tags:

child criminal Financial Industry Regulatory Authority FINRA Insurance Investment Banking licensing pension Privacy spouse title

**Job Title: Wealth Strategist III** **Job Responsibilities:** - Develops,... consults on, and implements tax, estate, and financial plans for clients, including those of greater complexity. - Collaborates with other planning resources on specific subject matters of greater complexity and partners in the acquisition...

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Attorney in Columbus, OH

In-House • **Members Only** Columbus, OH

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Posted On Sep 11, 26

Full-time 1 views Experience : Min 5 yrs required

Job Tags:

Corporation criminal Estate Planning estates family fiduciary finance Immigration investment management Partnership Taxation trusts wealth transfer

Tax Manager - Private Wealth Duties: The candidate will... lead high-quality reviews of tax research, workpapers, and tax returns across individual, fiduciary, partnership, closely held corporation, estate, and gift engagements. Prepare for and lead client meetings related to compliance and...

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Attorney in Columbus, OH

In-House • **Members Only** Columbus, OH

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Posted On Sep 11, 26

Full-time 1 views Experience : Min 5 yrs required

Job Tags:

Corporation criminal Estate Planning estates family fiduciary finance Immigration investment management Partnership Taxation trusts wealth transfer

Tax Manager - Private Wealth Duties: The candidate will... lead high-quality reviews of tax research, workpapers, and tax returns across individual, fiduciary, partnership, closely held corporation, estate, and gift engagements. Prepare for and lead client meetings related to compliance and...

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Attorney in Columbus, OH

In-House • **Members Only** Columbus, OH

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Posted On Sep 08, 26

Full-time 2 views Experience : 4-6 yrs required

Job Tags:

Capital Markets Estate Planning family gift tax LLC partnerships pension spectrum Taxation wealth management wealth transfer

- Private Tax - Wealth Tax Advisory - Manager Job... responsible for delivering bespoke wealth advisory services to high-net-worth... Leading the delivery of tailored tax advice and compliance solutions for complex family and business structures. - Supporting clients in wealth transfer, success...

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Insurance - Regulatory & Compliance Attorney in Columbus, OH

In-House • **Members Only** Columbus, OH

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Posted On Jul 13, 26

Full-time 1 views Experience : 3-5 yrs required

Practice Area:

Insurance - Regulatory & Compliance

Job Tags:

brokers Estate Planning Insurance marketing wealth transfer

strategies, including estate planning, wealth transfer, business succession, and... executive compensation. - Design and structure complex life insurance and annuity solutions tailored to high net worth and business owner clients. - Analyze financial, legal, and tax documentation to identify risk exposures and...

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Attorney in Columbus, OH

In-House • **Members Only** Columbus, OH

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Posted On Aug 26, 26

Full-time 1 views Experience : Min 8 yrs required

Job Tags:

equity Ethics family finance H-1B partnerships stage wealth management

and to free up time that can be spent focusing on business strategy. Assist the team focus on key issues like wealth management, compliance, cash flow... management, equity expansion, divestiture and... exit strategies. Support team to disrupt, improve and e...

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Attorney in Columbus, OH

In-House • **Members Only** Columbus, OH

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Posted On Aug 26, 26

Full-time 5 views Experience : Min 4 yrs required

Job Tags:

equity Ethics family finance H-1B M&A marketing Partnership partnerships renewals stage wealth management

up time that can be spent focusing on business strategy. Assist the team focus on key issues like wealth management, compliance, cash flow... management, equity expansion, divestiture and... exit strategies. Develop new skills outside of comfort zone. Act to...

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Attorney in Columbus, OH

In-House • **Members Only** Columbus, OH

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Posted On Aug 26, 26

Full-time 6 views Experience : Min 6 yrs required

Job Tags:

equity Ethics family finance H-1B M&A marketing Partnership partnerships stage wealth management

to free up time that can be spent focusing on business strategy. Assist the team focus on key issues like wealth management, compliance, cash flow... management, equity expansion, divestiture and... exit strategies. Encourage everyone to have a voice and invit...

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