Senior Tax Manager

Senior Tax Manager

We are looking for an accomplished Senior Tax Manager to lead sophisticated tax planning and compliance efforts for high-net-worth individuals, families, and closely held entities in Cleveland, Ohio. This position is suited for an experienced, detail-oriented individual who brings deep technical tax knowledge, sound judgment, and the ability to oversee complex client matters with precision. The role offers the opportunity to advise on intricate tax structures while guiding engagements from strategy through final review.

Responsibilities:

• Lead tax planning and compliance engagements for high-net-worth individuals, family groups, partnerships, trusts, and estate-related matters.
• Review intricate individual, partnership, fiduciary, and related tax filings to ensure accuracy, completeness, and adherence to applicable regulations.
• Advise clients on pass-through taxation, ownership structures, and tax-efficient approaches for private investment activities.
• Manage multiple client engagements simultaneously, establishing priorities, monitoring deadlines, and maintaining high standards of service delivery.
• Provide strategic guidance on complex tax issues affecting closely held businesses and family wealth structures.
• Serve as a trusted advisor to clients by explaining technical tax matters clearly and recommending practical solutions tailored to their circumstances.
• Mentor and support tax team members through technical review, coaching, and oversight of day-to-day engagement execution.