Senior Tax Advisor & Wealth Planning Lead

Sequoia Financial Group; Akron (OH); Presencial; USD 135.000 - 165.000; Jornada completa

Descripción de la vacante

Sequoia Financial Group in Northeast Ohio seeks a Tax Advisor to lead the lifecycle of individual and trust tax returns while advising on proactive tax planning. The role involves client meetings with advisors and delivering tailored tax solutions.

The ideal candidate is a CPA with 10+ years of experience, highly organized, and able to collaborate across teams to produce compliant, strategic plans; base compensation starts at $150,000 with bonus potential.

Formación

• CPA with 10+ years of individual and trust tax experience.
• Bachelor’s degree in accounting or finance.
• Proficiency with tax software solutions.
• Strong MS Office skills and effective communication.

Responsabilidades

• Serves as a tax resource for the firm’s client base. Participates, sometimes leading, client meetings with advisors.
• Serves as an internal firm expert on tax planning, including staying current on tax law/code changes and their applicability to client situations.
• Provides direct client service both individually and collaboratively and may rely on technical specialists from multiple functional areas to develop customized recommendations.
• As an individual contributor, has responsibility for the preparation, review, and completion of individual and trust tax returns and tax projections.
• Responsible for ensuring that all tax‑related research and data gathering is complete, and presentation materials are prepared in a timely fashion for clients and prospects.
• Works within a defined technology system where client contact is made on a proactive basis. Assists in preparing agendas, organizing plans, presenting to tax clients and prospects, anticipating and scheduling tax‑related meetings, and providing appropriate follow‑up.
• May assist with small business tax work, including S Corporation and partnership tax returns.

Conocimientos

Communication skills

Client meetings

Tax planning

Tax research

Educación

Bachelor’s degree in accounting or finance

CPA designation

Herramientas

Tax software solutions

MS Office

Descripción del empleo

Sequoia Financial Group in Northeast Ohio seeks a Tax Advisor to lead the lifecycle of individual and trust tax returns while advising on proactive tax planning. The role involves client meetings with advisors and delivering tailored tax solutions.

The ideal candidate is a CPA with 10+ years of experience, highly organized, and able to collaborate across teams to produce compliant, strategic plans; base compensation starts at $150,000 with bonus potential.