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Senior Tax Director, RIA – Cross-Office Leadership

Job in Portland, Cumberland County, Maine, 04122, USA
Listing for: Clearstead Advisors LLC
Full Time position
Listed on 2026-10-07
Job specializations:
  • Finance & Banking
    Wealth Management, Financial Compliance
  • Management
    Wealth Management
Salary/Wage Range or Industry Benchmark: 120000 - 170000 USD Yearly USD 120000.00 170000.00 YEAR
Job Description & How to Apply Below

Clearstead Advisors LLC in Portland, Maine, seeks an experienced Tax Manager to lead tax planning, compliance, research, and advisory services for high-net-worth individuals and institutions.

Based in Portland with responsibility to support the Philadelphia office, the role requires coordinating with wealth advisors, planners, investment teams, and trust professionals to deliver a unified client experience. CPA/EA preferred; 10+ years’ experience in tax is expected.

Step into the Senior Tax Director, RIA – Cross-Office Leadership role at Clearstead Advisors LLC in Portland, ME, United States and grow with us.

We have an opening for a Senior Tax Director, RIA – Cross-Office Leadership in Portland, ME, United States within Finance.

This role, Senior Tax Director, RIA – Cross-Office Leadership at Clearstead Advisors LLC, could be your next move.

Are you ready to take on the Senior Tax Director, RIA – Cross-Office Leadership role at Clearstead Advisors LLC?

Position Requirements
10+ Years work experience
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