CPA: Tax Manager/Financial Planning Professional
Cornerstone Family Office
CPA: Tax Manager/Financial Planning Professional - Family Office
Position Type: Full-Time and In-Person
Join a Premier Family Office Team
We are seeking an experienced CPA Tax Manager/Financial Planning Professional to join our growing family office on Cleveland's east side. This is an exceptional opportunity for a seasoned tax professional who enjoys working directly with clients and values professional growth in a collaborative setting.
As part of our close-knit team of 11 professionals, you will work with wealthy individuals and families, providing tax planning, compliance, and advisory services in a sophisticated family office environment.
A Better Work/Life Experience
If you're looking for a professional environment where your expertise is valued, client relationships matter, and success isn't measured by hours, we'd like to hear from you.
Responsibilities
Prepare and review individual, trust, estate, and business tax returns
Provide proactive tax planning and advisory services
Work directly with clients and family members to address tax and financial matters
Collaborate with internal professionals on complex planning opportunities
Assist with tax research and special projects
Support long-term wealth preservation and family office objectives
Qualifications
CPA designation required
7-10 years of tax experience in public accounting, family office, or related environment
Strong knowledge of individual, trust, estate, and business taxation
Excellent communication and client relationship skills
Ability to work independently while contributing to a collaborative team culture
Financial planning experience is a plus, but not required
Certified Financial Planner/Personal Financial Specialist designations a plus
What We Offer
Highly competitive compensation package
Comprehensive benefits
Generous paid time off
Modern, professional office environment
Direct client interaction and meaningful advisory work
Collaborative team of experienced professionals
Full-time or part-time schedule options possible
Sustainable workload with a strong commitment to work-life balance
Apply today to join a respected family office dedicated to providing exceptional client service while maintaining a culture of professionalism and balance.
$120k - $165k
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