Tax Vice President - Personal Tax Advisory Group

About Meaden & Moore

Meaden & Moore is a leading accounting, tax, advisory, and business consulting firm serving middle-market businesses, insurance carriers, law firms, and other organizations across the United States. The firm provides a broad range of services including forensic accounting, litigation support, risk advisory, tax, assurance, and business consulting solutions. Meaden & Moore is a leading accounting, tax, advisory, and business consulting firm serving middle-market businesses, insurance carriers, law firms, and other organizations across the United States.

The firm provides a broad range of services including forensic accounting, litigation support, risk advisory, tax, assurance, and business consulting solutions. Having recently partnered with Unity Partners, Meaden & Moore is entering an exciting new phase of growth. The company is executing a strategy focused on organic expansion, operational excellence, and strategic acquisitions, creating significant opportunities for team members to help shape the future of a rapidly growing firm.

As the business continues to grow, Meaden & Moore is investing in talent, technology, and infrastructure to support its next chapter.

Unity Partners is a private equity firm based in Dallas, Texas that invests in founder- and family-owned business services companies across North America. The firm partners with management teams to accelerate growth through operational improvements, technology enablement, talent development, and strategic M&A. Unlike traditional financial investors, Unity takes a collaborative approach to value creation, working closely alongside management teams to build market-leading platforms.

The firm focuses on long-term partnership, operational excellence, and creating sustainable growth for employees, customers, and shareholders.

We are currently seeking a Tax Vice President for our Personal Tax Advisory Group in one of our Northeastern, Ohio offices (Cleveland, Akron, or Wooster). The Tax Vice President is a personal tax specialist and advisor and is responsible for top level management of client relationships and tax engagements for high-net-worth individuals and business owners. The Tax Vice President will be highly experienced in individual, fiduciary, and gift tax compliance and planning.

Experience in the area of International Tax Planning and Compliance for individuals is highly desired. The individual will be highly motivated and organized, and able to manage multiple client engagements at one time. The Tax Vice President is responsible for managing client relationships and ensures all facets of the personal tax engagement is carried out to client expectations. The Tax Vice President supervises the Personal Tax Advisory Group’s management team and engages in their career development.

The Tax Vice President assumes top level responsibility to handle larger and more complex client assignments in the Individual Tax specialty area.

• Have CPA.
• Have minimum 15 years’ related experience; advanced degree preferred.
• Possess leadership skills to manage and mentor teams.
• Ensure timely client service and be responsive to client expectations.
• Possess a working knowledge of flow-through entity taxation rules.
• Be experienced in tax research.
• Be experienced in business development activities.
• Possess exceptional verbal and written communication skills.
• Have working knowledge of tax preparation and tax planning software as well as Microsoft Office programs (Excel, Word, Outlook and PowerPoint) and basic knowledge of operating systems.
• Experience in International Tax Planning and Compliance for individuals is preferred.

Our human capital is the most valuable asset we have. The collective sum of the individual differences, life experiences, knowledge, inventiveness, innovation, self-expression, unique capabilities and talent that our employees invest in their work represents a significant part of not only our culture, but our reputation and company’s achievements as well. We embrace and…