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Vision Advisory Group, a Private Wealth Advisory Practice of Ameriprise Financial, is a highly reputable practice dedicated to delivering exceptional client service and personalized financial guidance. This role is ideal for candidates interested in financial services, client service, or operations support, and provides opportunities to gain hands-on experience in a growing advisory practice.

Jambalaya Group

Client Relationship Coordinator

Workable

It's an opportunity to become a trusted advisor to privately held businesses, business owners, and individual clients while leading complex tax engagements, mentoring future leaders, and helping drive the growth of a 100% employee-owned firm where your contributions directly impact your future. If you're a Tax Manager seeking employee ownership, advisory-focused client relationships, leadership opportunities, and a firm where your success directly contributes to your future, we'd love to speak with you confidentially.

Wertz & Associates

Tax Manager, CPA/EA

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Serving privately held businesses, entrepreneurs, executives, family-owned companies, and high-net-worth individuals, the firm provides comprehensive tax, advisory, assurance, business consulting, and succession planning services designed to help clients achieve lasting success. It's an opportunity to become a trusted advisor to high-net-worth individuals, privately held businesses, family-owned companies, and business owners while helping lead a talented team, mentor future leaders, and contribute to the continued growth of a thriving advisory practice.

Tax Manager, CPA

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.

Cerity Partners LLC

Tax Principal

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Responsibilities:Leads the service delivery model and wealth management banking strategy of respective markets to drive business growthHires, develops, and leads a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client serviceSupervises financial transactions and operations to drive risk management best practices and ensure compliance with policies and procedures, while preparing to effectively manage any type of branch auditOversees the client service experience and reviews the approval of new client accountsLeads Wealth Management Client Associates and the branch Operations Department to meet and exceed the bank's client service expectations and operational excellence goalsManagerial Responsibilities:This position may also have responsibilities for managing associates. Key responsibilities include partnering with the market leadership team, Market Executives, Resident Directors, Financial Advisors, Wealth Management Client Associates, and Wealth Management Associates to facilitate daily business needs.

Bank of America Corp

Merrill Market Client Relationship Manager

A successful candidate will possess the following skills: Client service: Builds trusted relationships with high-net-worth clients and their advisors through responsive service, clear communication, and a strong understanding of client needs. Our purpose comes through in our work with clients that enables impact and value in their organizations, as well as through our own investments, commitments, and actions across areas that help drive positive outcomes for our communities.

Deloitte Touche Tohmatsu Ltd

Tax Delivery Manager, Japanese Services (Global Employer Tax)

A successful candidate will possess the following skills: Client service: Builds trusted relationships with high-net-worth clients and their advisors through responsive service, clear communication, and a strong understanding of client needs. Experience leading the delivery of complex tax engagements, including coordinating teams, managing competing deadlines, reviewing work, and maintaining high-quality client outcomes.

Tax Manager, Global Employer Services - Individual Tax Services, High Net Worth

Key Deliverables: The Vice President of Regional Distribution drives sales of Apollo DC private assets and Vitera guaranteed income to retirement advisors in an assigned territory and carries an annual sales target across both capabilities. Our go-to-market efforts are combined in delivering Apollo private assets and Vitera guaranteed income, with distribution by a single team including coverage of wealth/intermediary, institutional and consultant markets.

Apollo Global Management Inc

VP Sales, Defined Contribution

Implementation knowledge of Investment Strategies like Separately Managed Accounts (SMA), Unified Managed Accounts (UMA), and other managed account structures. Work closely with internal teams, including IT, product management, and operations, to align implementation processes with business needs.

5 Star Recruitment

Product SME

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Meeder works with clients – both directly and through financial advisors – to offer a broad suite of investment solutions including mutual funds, investment portfolios, separately managed accounts, retirement plan services, and cash management solutions. Located in Dublin, Ohio, Meeder has over 120 professionals dedicated to serving the financial needs of individuals, corporations, and government entities, with over $25 billion in assets under management, advisement, and administration.

Meeder Investment Management

Performance Reporting Manager

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 Management

Summer 2027 Tax Intern

Bachelor's Degree in Accounting* CPA preferred but not required* 3+ years of full charge staff accountant experience including financial statement preparation, account reconciliations and workpaper preparation experience* 3+ years minimum experience with computerized accounting systems, including:* General ledger through financial statement* Experience with PointClickCare or Sage Intacct preferred; Yardi, Peachtree and/or Creative Solutions a plus. But dig a little deeper, and you’ll see what makes us different: we’re a relatively jerk-free firm (hey, nobody ‘s perfect) with a world-class culture, consistent recognition as one of Fortune Magazine’s “100 Best Companies to Work For,” and an endless array of opportunities.

Plante & Moran

Senior Accountant- Healthcare

But dig a little deeper, and you’ll see what makes us different: we’re a relatively jerk-free firm (hey, nobody ‘s perfect) with a world-class culture, consistent recognition as one of Fortune Magazine’s “100 Best Companies to Work For,” and an endless array of opportunities. Five or more years of experience in post-acute healthcare reimbursement, including Medicare, Medicaid, and cost reporting within a public accounting, healthcare consulting, reimbursement consulting or post-acute setting.

Healthcare Reimbursement Consulting Manager

This role will serve as the Head of Portfolio Strategies for Meeder’s Private Wealth platform, a customized separately managed account solution delivered through financial advisors to high net worth and ultra-high net worth clients. Lead the design and implementation of sophisticated, customized portfolios for large and complex relationships, integrating custom indexing and tax-aware transition strategies to effectively address concentrated positions and legacy holdings.

Head of Portfolio Strategies

Deloitte

The Case Manager serves as a key point of contact throughout the new business process, helping financial advisors navigate product changes, rate updates, carrier requirements, outstanding documentation, and time-sensitive deadlines. Position Summary: The Annuity Case Manager plays an essential role on the Annuity Team by providing exceptional service and support to financial advisors throughout the annuity application and processing lifecycle.

HOUR

Hub International

Annuity Case Manager

Athene Holding Ltd

Pay Transparency Statement: Alight considers a variety of factors in determining whether to extend an offer of employment and in setting the appropriate compensation level, including, but not limited to, a candidate's experience, education, certification/credentials, market data, internal equity, and geography. Background checks may include some or all the following based on the nature of the position: SSN/SIN validation, education verification, employment verification, and criminal check, search against global sanctions and government watch lists, credit check, and/or drug test.

Alight Inc

Disability Case Manager (Temporary) - Virtual

The Consumer Banker will work with existing FFB clients and prospect for new FFB clients to deepen client relationships by both booking business directly and by referring, as appropriate, to internal business partners such as Mortgage, Wealth, Small Business Banker Commercial, and Treasury Management. Daily activities that align with The First Financial Bank Experience (FFB Experience), including but not limited to: Partner with appropriate internal constituencies to bring appropriate level of expertise to the client whether it is service or solution related.

First Financial Bank

Consumer Banker III (Dent)

The Consumer Banker will work with existing FFB clients and prospect for new FFB clients to deepen client relationships by both booking business directly and by referring, as appropriate, to internal business partners such as Mortgage, Wealth, Small Business Banker Commercial, and Treasury Management. Assist the branch team, FCM and other District leaders and associates in sharing knowledge, onboarding and developing newer associates, solving staffing challenges at a team, and participating in the success and overall improvement of the District/ Region; across all sales, service and operational objectives.

Wealth Management Advisor Jobs in Ohio

Client Relationship Coordinator Jambalaya Group

Tax Manager, CPA/EA Wertz & Associates

Tax Manager, CPA Wertz & Associates

Tax Principal Cerity Partners LLC

Merrill Market Client Relationship Manager Bank of America Corp

Tax Delivery Manager, Japanese Services (Global Employer Tax) Deloitte Touche Tohmatsu Ltd

Tax Manager, Global Employer Services - Individual Tax Services, High Net Worth Deloitte Touche Tohmatsu Ltd

VP Sales, Defined Contribution Apollo Global Management Inc

Product SME 5 Star Recruitment

Performance Reporting Manager Meeder Investment Management

Summer 2027 Tax Intern Cerity Partners Management

Senior Accountant- Healthcare Plante & Moran

Healthcare Reimbursement Consulting Manager Plante & Moran

Head of Portfolio Strategies Meeder Investment Management

Tax Delivery Manager, Japanese Services (Global Employer Tax) Deloitte

Annuity Case Manager Hub International

VP Sales, Defined Contribution Athene Holding Ltd

Disability Case Manager (Temporary) - Virtual Alight Inc

Consumer Banker III (Dent) First Financial Bank

Consumer Banker IV (St Marys) First Financial Bank NA

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