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Senior Tax Advisor - Wealth Planning & Client Advisory

Job in Akron, Summit County, Ohio, 44329, USA
Listing for: Sequoia Financial Group
Full Time position
Listed on 2026-10-06
Job specializations:
  • Finance & Banking
    Wealth Management, Financial Advisor / Consultant
Salary/Wage Range or Industry Benchmark: 120000 - 160000 USD Yearly USD 120000.00 160000.00 YEAR
Job Description & How to Apply Below

Sequoia Financial Group in Akron, OH, is seeking a senior Tax Advisor to manage the full lifecycle of individual and trust tax returns and projections, while also providing strategic client-facing advisory work for high-net-worth clients within our wealth-management team.

We expect a CPA with 10+ years of tax experience, strong communication, and proficiency in tax software and MS Office. The role involves collaboration across teams and maintaining confidentiality and fiduciary care.

We are looking to fill the Senior Tax Advisor
- Wealth Planning & Client Advisory position at Sequoia Financial Group in Akron, OH, United States.

We have an opening for a Senior Tax Advisor
- Wealth Planning & Client Advisory in Akron, OH, United States within Finance, Legal.

This role, Senior Tax Advisor
- Wealth Planning & Client Advisory at Sequoia Financial Group, could be your next opportunity.

Position Requirements
10+ Years work experience
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