Vice President, Personal Tax Advisory Group
Confidential
Vice President, Personal Tax Advisory Group
About the Company
Tax advisory firm serving high-net-worth individuals and business owners with complex compliance needs
Industry
Accounting
Type
Privately Held
About the Role
The Company is seeking a Vice President to lead its personal tax advisory practice. The role involves managing complex client relationships and tax engagements, overseeing larger assignments focused on individual taxation, and ensuring work meets client expectations. The successful candidate will supervise and mentor managers, support their professional development, and contribute to business development. The position also requires expertise in individual, fiduciary, and gift tax compliance and planning, with international tax experience preferred. Candidates must hold a CPA certification and have at least 15 years of relevant experience; an advanced degree is advantageous. Required qualifications include strong leadership and team management skills, knowledge of flow-through entity taxation, tax research proficiency, and a proven record in business development. Exceptional written and verbal communication skills are essential, along with proficiency in tax preparation and planning software and Microsoft Office. International tax planning and compliance experience is preferred.
Functions
- Finance
- Business Development
- ...Tax Vice President, Personal Tax Advisory Group About the Company A Northeast Ohio tax advisory firm serving high-net-worth individuals and business owners Industry Accounting Type Privately Held About the Role The Company is seeking a Tax Vice...Personal taxWork at office
- ...Vice President, Personal Tax Advisory Group About the Company A professional services firm specializing in personal tax advisory and complex client engagements Industry Accounting Type Privately Held About the Role The Company is in search of a...Personal tax
- ...Vice President of Tax, Personal Tax Advisory Group About the Company Regional tax advisory firm specializing in personal tax compliance and planning Industry Accounting Type Privately Held About the Role The Company is seeking a Vice President...Personal taxWork at office
$200k - $250k
...Tax Vice PresidentJoin our Northeast Ohio team in Cleveland, Akron, or Wooster as a dedicated leader within the Personal Tax Advisory Group. We are seeking a seasoned Tax Vice President who will excel in managing high-net-worth individual and business owner tax engagements...Personal taxWork at office$200k - $250k
...Meaden & Moore Meaden & Moore is a leading accounting, tax, advisory, and business consulting firm serving middle-market... .... Opportunity We are currently seeking a Tax Vice President for our Personal Tax Advisory Group in one of our Northeastern, Ohio offices (Cleveland...Personal taxWork at officeFlexible hours$200k - $250k
...Moore: Meaden & Moore is a leading accounting, tax, advisory, and business consulting firm serving middle-market... ...Opportunity: We are currently seeking a Tax Vice President for our Personal Tax Advisory Group in one of our Northeastern, Ohio offices (Cleveland...Personal taxWork at officeFlexible hours- ...people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with more... ...engagement.Review complex partnership, S-corp, pass-thru, and HNW personal tax returns.What you will need: You have a minimum of 6...Personal taxFull timeWork at office
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...Product offerings to include a wide range of tax-oriented offerings, traditional debt... ...presentation skills, both one-on-one and in a group environment.Demonstrated ability to... ..., employees, directors, and shareholders.Personal SkillsCritical ThinkingCollaborationPractical...Full timeWork at officeFlexible hoursNight shift$133k - $247k
...the corresponding impact on the owner’s personal wealth.Ability to integrate transition-planning... ...’s capital structure and the owners’ tax positions (e.g., redemptions, dividend... ...Partners internally with the Asset Management Group and C&IB. Engages in strategic...Personal taxFull timeTemporary workPart timeWork experience placementWork at office- ...About the job The Vice President, Chief Information Security Officer (CISO) reports directly to the Senior Vice President, Chief Information... ...and campaigns for each business unit and integrated services group. Serve as a strategic business partner for the global business...Work experience placementWork at officeWorldwide
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$150k - $175k
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- ...Job Description *This role is not eligible for remote work* \n \n Position Summary \n The Vice President of Operations will provide strategic and operational leadership across multiple manufacturing facilities throughout the United States specializing in the...Local area
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...for Life Insurance, Annuity and Group Benefits clients. You will... ...expertise with strong executive advisory, delivery leadership, and commercial... ...through professional growth, personal fulfillment and an inclusive... ...in assurance, consulting, tax, strategy and transactions. Fueled...Summer holidayFlexible hours$70k - $161k
...and existing loans. Review and analyze applications, financials statements, credit reports, etc.Spread business and personal financial statements and tax returns using Moody's software to analyze multi-year trends and ratios fromfinancial information.Understand cash flow...Personal taxFull timeWork at officeRemote workWork from homeFlexible hours- ...markets via acquisition. EAH is owned and supported by Cortec Group, a premier private equity firm. Cortec has invested millions... ...implementing enterprise-level ERP / WMS / OMS systems. EAH is seeking a Vice President of Sales (VP of Sales) to lead our retail, wholesale and...
- ...Regional Vice President / Producing Manager We’re looking for a high-performing Loan Officer... ...• The opportunity to scale beyond your personal production • Top-tier P&L upside tied... ...and example • Provide mentorship and group coaching (a few hours per week) • Help...Full timeWork at officeMonday to FridayFlexible hours
- ...with confidence. The company combines deep fiduciary expertise, personalized service, and an unwavering commitment to integrity to help... ...Doctorate (J.D.), CFP®, CTFA, or other advanced fiduciary, legal, tax, trust, estate planning, or wealth management designation preferred...Work at officeRemote workFlexible hoursNight shift
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$20 per hour
...and Pershing, while gaining exposure to investment advisory services, operations, technology, and tax-related processes. As an Investment Advisory Services... ...manage responsibilities independently Commitment to personal and professional development Requirements: ~...Hourly paySummer workInternshipWork at office$200k - $230.8k
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- ...RSS feeds to receive instant updates as new positions become available. AP Health is seeking an experienced and collaborative Vice President of People Operations to lead the organization's human resources function and support the continued growth of our multi-state...Local area
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