Senior Tax Advisor - Wealth Planning & Client Advisory

Sequoia Financial Group; Akron, Northern (OH, KY); Hybrid; USD 120,000 - 160,000; Full time

Job summary

Sequoia Financial Group in Akron, OH, is seeking a senior Tax Advisor to manage the full lifecycle of individual and trust tax returns and projections, while also providing strategic client-facing advisory work for high-net-worth clients within our wealth-management team.

We expect a CPA with 10+ years of tax experience, strong communication, and proficiency in tax software and MS Office. The role involves collaboration across teams and maintaining confidentiality and fiduciary care.

Qualifications

• A bachelor’s degree in accounting or finance is required.
• 10+ years of experience in providing individual and trust tax services.
• Proficiency with tax software solutions.
• Strong acumen with MS Office tools.
• Developed set of communications skills.

Responsibilities

• Prepare, review, and complete individual and trust tax returns and projections.
• Lead and participate in client meetings with advisors.
• Provide tax planning recommendations across client situations.
• Stay current on tax law and code changes and their applicability.
• Collaborate with other functional areas to develop customized recommendations.
• Support small business tax work, including S Corporation and partnership returns.

Skills

CPA certification

Communication skills

MS Office proficiency

Detail-oriented

Self-management

Education

Bachelor's degree in accounting or finance

CPA certification

Tools

Tax software

MS Office

CRM software (Salesforce/Tamarac)

Job description

Sequoia Financial Group in Akron, OH, is seeking a senior Tax Advisor to manage the full lifecycle of individual and trust tax returns and projections, while also providing strategic client-facing advisory work for high-net-worth clients within our wealth-management team.

We expect a CPA with 10+ years of tax experience, strong communication, and proficiency in tax software and MS Office. The role involves collaboration across teams and maintaining confidentiality and fiduciary care.