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This role will work at the intersection of business needs and technical execution, partnering with internal stakeholders and technical team members to gather requirements, define scope, document workflows, and support the delivery of practical technology solutions. With over 40 years of experience, MarshBerry empowers firms in insurance brokerage & distribution, wealth advisory & retirement planning and accounting & tax practices to achieve long-term growth, maximize value, and navigate every stage of ownership.

MarshBerry

Technical Business Analyst

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Brand Values: Our unconditional commitment to the quality of care and the way care is provided by our staff and experienced by our clients and the community is reflected in our brand pillars: COLLABORATION: We believe in the strength of partnership, where professionals from different disciplines work together to address the complex needs of our clients. Delivery of clinical services including individual counseling, group counseling, family counseling, intensive outpatient services, requesting urinalysis, non-medical community residential services, consultation, referral and information, intervention, hotline, training, outreach, crisis intervention, case management and adjunctive alcohol and drug services.

LORAIN COUNTY ALCOHOL AND DRUG ABUSE SERVICES, INC

IOP Counselor

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A Tax Manager, Private Client Services is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical, business development, and people skills to provide tax compliance and consulting services to our high net-worth clients. The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm's success, with no employee contributions.

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BDO USA PC

Tax Manager, Private Client Services

Job Summary: The Tax Manager, Core Tax Services is responsible for advising clients on the tax implications of their business objectives, evaluating and selecting alternative actions to lessen tax burden and cost of compliance, identifying different methods of complying with tax regulations while acting as the primary client contact for complex tax issues. Tax Specialization: Develops an in-depth understanding of the technical and practical issues and opportunities regarding one or more areas of taxation, e.g., individual, corporate, property, sales, corporate, pass-through, state and local, international, expatriate, transfer pricing, credits and incentives, compensation and benefits, accounting methods, R&D tax benefits.

Tax Manager, Core Tax Services

A Tax Managing Director, Private Client Services (PCS) is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical, business development, and people skills to provide tax compliance and consulting services to our high net-worth clients. Offering a high touch approach, we have extensive experience serving high net-worth individuals, their families, family offices, C-Suite executives, athletes, entertainers, as well as other people with complicated tax and financial structures.

Tax Managing Director, Private Client Services

The Vice President is responsible for the fulfilment and origination of merger and acquisition advisory, business valuation, due diligence, and financial consulting projects including the negotiation, structure, terms and conditions, completion and oversight of the day to day functions with the internal team members as a transaction or project moves through its cycle of introduction to closing. Direct and coach team members; manage and establish priorities, direct workflow, provide consistent and constructive feedback, monitor progress, identify training and resource needs, recommend promotions and terminations, and complete and perform performance management reviews for direct reports.

Wealth Management Advisor Jobs in Cleveland, OH

Technical Business Analyst MarshBerry

IOP Counselor LORAIN COUNTY ALCOHOL AND DRUG ABUSE SERVICES, INC

Tax Manager, Private Client Services BDO USA PC

Tax Manager, Core Tax Services BDO USA PC

Tax Managing Director, Private Client Services BDO USA PC

Vice President, Investment Banking and Consulting MarshBerry

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