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Senior Tax Advisor & Wealth Planning Specialist

Job in Dublin, Franklin County, Ohio, 43016, USA
Listing for: Sequoia Financial Group Llc
Full Time position
Listed on 2026-05-08
Job specializations:
  • Finance & Banking
    Accounting & Finance, Tax Advisor
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
Sequoia Financial Group Llc is seeking a Senior Tax Advisor to join its Tax Team in Dublin, Ohio. This role involves managing the full lifecycle of individual and trust tax returns and providing strategic client-facing advisory services. The ideal candidate should possess a CPA, have over 10 years of tax experience, and demonstrate strong communication skills. Responsibilities include leading client meetings and developing customized tax planning recommendations for high-net-worth clients.

Sequoia offers a collaborative environment aimed at enriching lives and career growth.
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Position Requirements
10+ Years work experience
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