CPA: Tax Manager/Financial Planning Professional

Cornerstone Family Office, LLC; Mayfield Heights (OH); On-site; USD 120,000 - 150,000; Full time

Benefits offered by this job

Competitive compensation

Generous paid time off

Modern office environment

Direct client interaction and advisory

Work-life balance

Job summary

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.

Qualifications

• 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.

Responsibilities

• 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.

Skills

Tax expertise

Client relations

Independent work

Financial planning

Job description

CPA: Tax Manager/Financial Planning Professional - Family Office

Position Type: Full-Time and In-Person

Join a Premier Family Office Team

We are seeking an experienced CPA Tax Manager/Financial Planning Professional to join our growing family office on Cleveland's east side. This is an exceptional opportunity for a seasoned tax professional who enjoys working directly with clients and values professional growth in a collaborative setting.

A Better Work/Life Experience

If you're looking for a professional environment where your expertise is valued, client relationships matter, and success isn't measured by hours, we'd like to hear from you.

Responsibilities

• 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

Qualifications

• 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

What We Offer

• Highly competitive compensation package
• Generous paid time off
• Modern, professional office environment
• Direct client interaction and meaningful advisory work
• Collaborative team of experienced professionals
• Full-time or part-time schedule options possible
• Sustainable workload with a strong commitment to work-life balance