HNW Tax Senior Job Toledo Ohio USA,Finance & Banking

HNW Tax Senior

We are seeking an experienced High Net Worth Tax Accountant to join our expanding team. This role focuses on sophisticated tax planning, compliance, and consulting for affluent clients, closely integrated with our broader wealth management services.

Our team delivers comprehensive financial planning, investment management, and specialized tax strategies to ultra-high-net-worth individuals and families. We operate on a hybrid work schedule that balances collaborative in-office days with the flexibility of remote work.

Compensation and Benefits

Salary range: $100,000 - $120,000 based on experience
Comprehensive health, dental, and vision insurance
401k plan with company matching
Hybrid work arrangement (Toledo office)
Clear pathway to leadership roles
Generous paid time off and CPA exam support

Core Responsibilities

Prepare and review complex federal and state tax returns for high-net-worth individuals, trusts, estates, and closely held businesses.
Develop proactive tax planning and wealth preservation strategies aligned with long-term financial goals.
Research intricate tax matters related to private equity, real estate investments, and charitable giving.
Collaborate with wealth advisors and portfolio managers to provide a unified financial experience for clients.
Build and maintain strong, trust-based relationships with clients through regular communication.

Required Qualifications

Bachelor degree in Accounting or a related financial field.
Active Certified Public Accountant (CPA) license or a qualified CPA candidate actively working toward licensure.
Minimum of 3+ years of recent public accounting or wealth management tax experience.
Strong technical knowledge of individual, fiduciary, and partnership taxation.
Excellent written and verbal communication skills for client-facing interactions.
Proficiency with standard tax preparation and research software.

Please submit your resume and a brief cover letter outlining your experience with high-net-worth clients and your current CPA status. We look forward to discussing how your skills align with our team vision.