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The Work: Program Delivery Leadership - Lead end-to-end delivery of Salesforce transformation programs, ensuring successful outcomes across scope, schedule, budget, quality, and client expectations. You are comfortable leading complex Financial Services Salesforce programs and serving as the trusted advisor to senior client stakeholders while directing high-performing delivery teams.

Accenture Plc

Salesforce Delivery Lead - Financial Services

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As a Manager you shall supervise, develop, and coach teams, manage client service accounts, and drive assigned client engagement workstreams by solving and analyzing complex problems to develop top-quality deliverables. A career within PwC Private will provide the opportunity to help private companies with a range of business advisory needs such as audit, tax compliance, and planning to help improve their operational efficiency and to free up time that can be spent focusing on business strategy.

YEAR

<p>PwC’s accounting practice originated in London well over a century ago. As times changed and PwC expanded worldwide, our commitment to clients—like you—never wavered. With us, you’re always supported by a global network of more than 223,000 people in 157 countries with one goal: to help your business thrive.</p>

<p>PwC’s professional services include audit and assurance, tax and consulting that cover such areas as cybersecurity and privacy,  human resources, deals and forensics. We help resolve complex issues and identify opportunities across these industries.</p>

<p>Let’s combine your ​aspirations with our world-class capabilities to achieve your goals.</p>

Korean Business Network - Private Tax Manager

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Create workpapers in Engagement Manager (workpaper organization/preparation software) and SurePrep (workpaper organization/preparation software) that effectively tell the story of how projects were prepared. We are seeking a team player with a positive attitude and the highest level of personal integrity to join our tax team as a Tax Intern for our 2027 Summer Internship program.

Cerity Partners

Summer 2027 Tax Intern

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Create workpapers in Engagement Manager (workpaper organization/preparation software) and SurePrep (workpaper organization/preparation software) that effectively tell the story of how projects were prepared. This is a paid internship program (25-30 hours per week January to Mid-April) and is designed to provide college students with an opportunity to enhance their formal education with a hands-on, career-related experience.

Spring 2027 Tax Intern

They will develop and maintain proactive communications with clients and HUB associates (including producers, a support team of Client Specialists, and claims & administrative professionals) with a focus on excellent customer service and teamwork. Possess state insurance licensure as required by the Ohio State Department of Insurance to provide risk management consulting or risk transfer solutions as necessary in the state of Ohio OR be willing/able to obtain required licensure within the first 90 days of employment.

Hub International

Commercial Lines Account Manager

Overview: As a Personal Banker, you are the client's trusted advisor, helping with their banking needs through meaningful conversations and deep product knowledge to suggest and offer banking products and services. You will assist team members and clients, solve complex problems, and ask questions to uncover needs, referring business to different areas of the company, such as lending, insurance, and wealth management.

German American Bancorp, Inc.

Personal Banker

CSA's also support financial advisors and team by preparing reports, scheduling client meetings, opening and processing new accounts, handling client service requests, fielding client phone calls and questions, and completing other projects and duties as assigned. The Client Service Associate (CSA) is responsible for playing a critical role in supporting financial advisors by delivering exceptional client service, managing administrative tasks, and ensuring operational efficiency.

Nicolet National Bank

Client Service Associate

A Senior Client Service Associate (SCSA) plays a critical role in supporting financial advisors by delivering exceptional client service, managing complex administrative tasks, and ensuring operational excellence across the team. As a Senior Client Service Associate, you will: Client Relationship Management: Serve as the primary point of contact for clients regarding account inquiries, service requests, account maintenance, and administrative needs.

Senior Client Service Associate

The ideal candidate will be a proven leader in the financial services industry with a passion for building high-performing teams, fostering a culture of excellence, and executing long-term strategies that deliver measurable results. In this influential role, the RVP will provide senior leadership and direction to Managing Directors throughout the region, with the overarching responsibility of driving growth, enhancing advisor development, and expanding the firm’s presence in the market.

WealthBridge Financial Group

Regional Vice President

Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. • Assist FAs/PWAs/teams in a clerical capacity with research relating to investment portfolio holdings, performance reporting, etc. and preparing materials for client meetings using firm approved systems.

Morgan Stanley

Registered Client Relationship Analyst

Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. Effectively applies product/business knowledge to recruiting efforts; able to "translate" competitor offerings into Morgan Stanley Wealth Management products, and understand and explain how a recruit will be able to continue to help meet their clients' needs.

Branch Manager, Producing

Branch Manager, Non-Producing

Cerity Partners Management

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Additionally, they will explain strategy rationale and risk and reward in plain language to advisors and clients, maintain accurate position records and supporting models, and cross-train with the team to provide depth and continuity across the organization. This person’s equity trading role includes being part of Allworth's in-house equity team and will have discretion and decision-making authority related to trading and rebalancing modeled client portfolios.

Allworth Financial

Options Specialist and Equity Trader

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As one of the largest and fastest-growing Registered Investment Advisers (RIAs) in the country, we offer a unique platform where tax professionals are embedded in long-term client relationships and actively shape financial outcomes for high-net-worth individuals, multi-generational families, and closely held businesses. You'll collaborate closely with investment, estate, and financial planning professionals to continuously apply and expand your tax expertise across a broad range of real-world client situations-far beyond the preparation of returns.

Wealth Advisor Jobs in Cincinnati, OH

Salesforce Delivery Lead - Financial Services Accenture Plc

Korean Business Network - Private Tax Manager PwC

Summer 2027 Tax Intern Cerity Partners

Spring 2027 Tax Intern Cerity Partners

Commercial Lines Account Manager Hub International

Personal Banker German American Bancorp, Inc.

Client Service Associate Nicolet National Bank

Senior Client Service Associate Nicolet National Bank

Regional Vice President WealthBridge Financial Group

Registered Client Relationship Analyst Morgan Stanley

Branch Manager, Producing Morgan Stanley

Branch Manager, Non-Producing Morgan Stanley

Summer 2027 Tax Intern Cerity Partners Management

Options Specialist and Equity Trader Allworth Financial

Tax Principal Cerity Partners LLC

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