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Senior Tax Planner & Team Leader Wealth Clients

Job in Cincinnati, Hamilton County, Ohio, 45208, USA
Listing for: Mariner
Full Time position
Listed on 2026-08-30
Job specializations:
  • Finance & Banking
    Wealth Management
Salary/Wage Range or Industry Benchmark: 110000 - 170000 USD Yearly USD 110000.00 170000.00 YEAR
Job Description & How to Apply Below
Position: Senior Tax Planner & Team Leader for Wealth Clients

Mariner is seeking an experienced Tax Manager to partner with clients and wealth management teams to develop and implement comprehensive tax strategies tailored to individual goals. The role emphasizes leadership, client relationships, and staying current with regulatory changes.

The candidate should have extensive tax consulting experience for high-net-worth individuals and closely held entities, with CPA/EA designation preferred and a proven track record in tax planning and research.

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Position Requirements
10+ Years work experience
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