Client-Facing Tax Manager & Financial Planning Leader

Cornerstone Family Office, LLC; Mayfield Heights (OH); In loco; USD 120.000 - 150.000; Tempo pieno

Vantaggi offerti da questo lavoro

Competitive compensation

Generous paid time off

Modern office environment

Direct client interaction and advisory

Work-life balance

Descrizione del lavoro

Cornerstone Family Office, LLC is seeking a CPA Tax Manager/Financial Planning Professional to join our premier family office on Cleveland's east side. This full-time, in-person role offers direct client interaction and advisory work focused on tax planning and wealth preservation.

You will prepare and review tax returns for individuals, trusts, estates, and businesses, while collaborating with experienced professionals to deliver comprehensive financial planning services.

Competenze

• 7-10 years of tax experience in public accounting, family office, or related environment.
• Strong knowledge of individual, trust, estate, and business taxation.
• Excellent communication and client relationship skills.
• Ability to work independently while contributing to a collaborative team culture.
• Financial planning experience is a plus, but not required.

Mansioni

• Prepare and review individual, trust, estate, and business tax returns.
• Provide proactive tax planning and advisory services.
• Work directly with clients and family members to address tax and financial matters.
• Collaborate with internal professionals on complex planning opportunities.
• Assist with tax research and special projects.
• Support long-term wealth preservation and family office objectives.

Conoscenze

Tax expertise

Client relations

Independent work

Financial planning

Descrizione del lavoro

Cornerstone Family Office, LLC is seeking a CPA Tax Manager/Financial Planning Professional to join our premier family office on Cleveland's east side. This full-time, in-person role offers direct client interaction and advisory work focused on tax planning and wealth preservation.

You will prepare and review tax returns for individuals, trusts, estates, and businesses, while collaborating with experienced professionals to deliver comprehensive financial planning services.