Senior Tax Advisor - Year-Round Planning & Leadership

True North Consultants; Cleveland (OH); Híbrido; USD 95.000 - 140.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Medical, dental and vision insurance

Paid time off

Holidays

Professional development

Safe-harbor 401(k)

Profit sharing

Descripción de la vacante

True North Consultants in Northeast Ohio seeks an experienced tax professional to support and expand its growing tax practice, focusing on individual tax compliance and year-round planning, with direct client relationships and increasing leadership responsibility.

You will prepare and review federal and state returns, including complex investments, trusts and estates, and work with business owners; lead and develop the tax team in a collaborative advisory environment.

Formación

• Substantial individual tax preparation and review experience.
• CPA license.
• Strong judgment, communication and client-service skills.
• Ability to organize work and lead or grow into leading a collaborative tax team.
• Experience in public accounting or tax-focused environments.
• Familiarity with trusts/estates and business returns is advantageous.

Responsabilidades

• Prepare and review federal and state individual income tax returns, including complex investment, retirement and rental-property matters.
• Support returns and related tax issues involving trusts, estates, partnerships and S corporations, according to experience.
• Identify proactive planning opportunities involving Roth conversions, retirement distributions, charitable giving, estate considerations and business-owner taxation.
• Explain tax matters clearly to clients and collaborate with financial advisors on coordinated planning.
• Help guide tax workflows, quality review, deadlines and team development; contribute to technology and process improvements.
• Build lasting client relationships and participate in client education as appropriate.

Conocimientos

Tax expertise

Leadership

Client service

Public accounting experience

Educación

CPA license

Descripción del empleo

True North Consultants in Northeast Ohio seeks an experienced tax professional to support and expand its growing tax practice, focusing on individual tax compliance and year-round planning, with direct client relationships and increasing leadership responsibility.

You will prepare and review federal and state returns, including complex investments, trusts and estates, and work with business owners; lead and develop the tax team in a collaborative advisory environment.