Experienced Tax Staff

Hybrid Tax Preparer/Staff - HNWI, Estate, Gift

We are a high growth, private equity backed, multi branch Registered Investment Advisor.

We are seeking an experienced Tax Preparer/Experienced Staff with their CPA or EA that is looking to do individual tax return preparation and tax planning, including Gift, Trust and Estate.

The Tax Preparer (Experienced Staff level) is responsible for tax services provided to clients such as federal, state and local income tax preparation, tax projections and analysis, and notice resolution. This position will involve client-facing activities, providing comprehensive tax services to existing clients, and assisting our advisors and financial planning team with strategic tax planning.

This is a full-time, Exempt role based out of our Cincinnati, OH offices. This position is a hybrid role with a 2-3 days/week expectation on a regular basis, some flexibility. The base salary range for this role is $85,000-$90,000 per year. In addition, we also provide generous benefits to all our full-time employees, including unlimited PTO.

Benefits

• 10 Paid holidays per year
• Unlimited PTO available
• 30 hours of sick time per year
• 401k with employer match
• Medical, Dental, Vision, Long Term Disability, Short Term Disability, Accident Insurance, Hospital Insurance

For this position you must be currently authorized to work in the United States. We do not sponsor for this position.