Tax Vice President - Personal Tax Advisory Group
Listed on 2026-10-21
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Finance & Banking
Tax Manager, Tax Advisor, Financial Compliance, Wealth Management
Join our Northeast Ohio team in Cleveland, Akron, or Wooster as a dedicated leader within the Personal Tax Advisory Group. We are seeking a seasoned Tax Vice President who will excel in managing high-net-worth individual and business owner tax engagements. This role is crucial for those with a deep understanding and experience in individual, fiduciary, and gift tax compliance and planning, with a preference for expertise in International Tax Planning and Compliance.
Key Responsibilities- Lead and manage complex client relationships and tax engagements.
- Supervise and mentor the management team, fostering their professional growth.
- Ensure all personal tax engagements meet and exceed client expectations.
- Oversee larger and intricate client assignments, specializing in Individual Tax.
- CPA certification.
- Minimum of 15 years of relevant experience; an advanced degree is advantageous.
- Strong leadership and team management skills.
- Proficiency in flow-through entity taxation rules and tax research.
- Proven track record in business development.
- Exceptional verbal and written communication skills.
- Proficiency with tax preparation, planning software, and Microsoft Office Suite.
- Preferred experience in International Tax Planning and Compliance.
The base salary ranges from $200,000 to $250,000, with the possibility of discretionary year-end bonuses. Our comprehensive benefits package includes:
- Medical, dental, and vision coverage
- Generous PTO and paid holidays
- 401(k) matching and profit sharing
- Support for professional development and certification
- Employee referral and new business bonuses
- Wellness and employee assistance programs
- Opportunities for long-term career growth
- Parental leave and compensation continuance
- Flexible and hybrid work arrangements
We value the unique contributions of our employees, embracing diverse backgrounds and perspectives. Our inclusive culture supports a variety of characteristics, including but not limited to age, ethnicity, gender identity, and socio-economic status.
Perks & Culture- Team outings and firm events
- Busy season appreciation and stress-relief initiatives
- Discounts on technology, retailers, and events
- Employee Resource Groups
- Community involvement, volunteerism, and charitable giving
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