Tax Senior Manager; Personal Tax Advisory Group

Opportunity

We are currently seeking a Tax Senior Manager for our Personal Tax Advisory Group in one of our Northeast, Ohio offices:
Cleveland, Akron, or Wooster.

The Tax Senior Manager is a personal tax specialist and advisor who is responsible for managing client relationships and tax engagements for high net worth individuals and business owners. The Tax Senior Manager 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 Senior Manager is responsible for most facets of client engagements, which includes managing engagements and client relationships, taking responsibility to assure timely completion of client deliverables and supervising managers and senior staff. The Tax Senior Manager assumes increased responsibility to handle larger and more complex client assignments in the Individual Tax specialty area.

• Have CPA.
• Have minimum 10 years’ related experience; advanced degree preferred.
• Possess leadership skills to manage and mentor teams.
• Provide 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 engaged 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.

Base compensation for this role typically ranges between $130,000 and $170,000. Additionally, we offer discretionary year-end bonuses to supplement your compensation package.

We offer a comprehensive benefits package designed to support our employees professionally and personally. Our offerings include:

• Medical, dental, and vision coverage
• Generous PTO and paid holidays
• 401(k) matching and profit sharing
• Professional development support
• Professional certification support and reimbursement
• Employee referral and new business bonus opportunities
• Wellness and employee assistance resources
• Long-term career growth and advancement opportunities
• Parental bonding time and compensation continuance
• Flexible and hybrid work opportunities, where applicable

We embrace and encourage our employees’ differences including age, color, disability, ethnicity, family or marital status, gender identity or expression, language, national origin, physical and mental ability, political affiliation, race, religion, sexual orientation, socio-economic status, veteran status, and other characteristics that make our employees unique.