Director of Tax Planning and Strategy

We are an independent tax planning firm that has been guiding pre-retirees, retirees, widows,and businesses throughout Northeast Ohio and nationwide for decades. With broad experience in every aspect of tax management for individuals and business owners, we deliver an integrated plan including tax and estate planning, maximizing social security benefits,investment management and protecting loved ones.

As a tight knit, service-oriented team, we work collaboratively to bring our values to lifeeach day: hard work, humility, integrity, optimism, responsiveness and doing whatever needsto be done to make things right. We are committed to delivering high-quality, high-touch experiences to our clients so that they always feel they are receiving our utmost attention.

Being their advocate is the highest honor for us.

We are excited to have an opportunity to welcome a new Director of Tax Planning to our team!

If you have extensive experience as a Personal Tax Manager, Tax Planner, or Senior Tax Specialist and love solving problems, we would love to hear from you. We enjoy collaborative efforts and welcome teammates who think analytically and develop strategies.

As a Director of Tax Planning
, you’ll be responsible for the management and growth of analready thriving personal tax practice. You will manage client relationships, create holistic tax strategies for clients, prepare tax returns for our highest profile clients, ensure the continued growth of our firm, uphold our commitment to exceptional client service, and supervise and develop a team of accomplished tax specialists. Apply your subject matter expertise in tax planning strategies to advise small business owners and high net worth individuals who wish to minimize their tax liability and maximize the utility of LLC’s, charitable trusts, embedded trusts,and other financial vehicles.

You will be responsible for delivering exceptional service for ourmost complex client cases while contributing to the firm’s continued revenue growth.

The attributes that we look for in teammates include:

• Strong interpersonal skills, quickly connecting with others to build relationships withinthe firm and across our client base
• Client first attitude
• Problem solving and strategic thinking
• Strong organizational skills
• Desire to be a long-term contributing member of the team
• Strong attention to detail
• Positive attitude and a team player
• A desire to proactively serve clients’ needs rather than reactively whenever possible
• Self-starter who enjoys the energy and possibilities presented by a small office environment
• Ability to think outside of the box
• Commitment to exceeding client and peer expectations
• Entrepreneurial spirit and the desire to participate in the success of the firm

As a Director of Tax Planning
, some of your responsibilities will include:

• Managing client relationships, with an emphasis on small business owners and high networth individuals
• Driving the continued revenue growth of the firm by developing a business development strategy, identifying new service opportunities with existing clients, and earning new client relationships through networking, referrals, or other means
• Prepare tax returns for nearly 100 client entities each year, including corporate, trust,non-profit, and small business clients
• Earning the trust of the team by demonstrating technical mastery of a range of tax advisory topics
• Developing holistic tax strategies which include tax preparation, tax planning strategies,bookkeeping, and more for small business owners and high net worth individuals
• Collaborating with financial advisors and…