Vice President, Personal Tax Advisory Group
Confidential
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 Tax Vice President to join their Personal Tax Advisory Group. The successful candidate will be a dedicated leader with a strong background in managing high-net-worth individual and business owner tax engagements. This role is pivotal for those with a deep understanding of individual, fiduciary, and gift tax compliance and planning, particularly with a focus on international tax planning and compliance. Key responsibilities include leading and managing complex client relationships, supervising and mentoring the management team, and ensuring that all personal tax engagements meet and exceed client expectations. Applicants for the Tax Vice President position at the company should hold a CPA certification and have a minimum of 15 years' of relevant experience, with an advanced degree being advantageous. The role requires a professional with strong leadership and team management skills, proficiency in flow-through entity taxation rules, and a proven track record in business development. Exceptional communication skills, proficiency in tax preparation and planning software, and a preference for experience in international tax planning and compliance are also essential. The company is committed to diversity and inclusion and offers a dynamic work environment where the expertise and leadership of the successful candidate will be highly valued.
Functions
- Finance
- Business Development
- ...Tax Vice President - Personal Tax Advisory Group Join 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...Personal tax
$200k - $250k
...Tax Vice President Join 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 officeRemote workFlexible hours$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$100k - $130k
...Meaden & Moore: Meaden & Moore is a leading accounting, tax, advisory, and business consulting firm serving middle-market... ...Opportunity: We are currently seeking a Tax Manager for our Personal Tax Advisory Group in one of our Northeast, Ohio offices: Cleveland, Akron,...Personal taxWork at officeLocal areaFlexible 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
$96k - $181k
...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- *This role is not eligible for remote work* Position Summary The Vice President of Operations will provide strategic and operational leadership across multiple manufacturing facilities throughout the United States specializing in the production of generator enclosures...Full timeLocal area
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- ...inclusiveness, innovating new ways to bring unique jewelry and personal experiences to everyone and encouraging self-expression.Our... ...& Diamonds Direct by leading as the strategic partner to the President of Jared & Diamonds Direct. This role is the strategic and operational...Full timeWorldwide
$100k - $130k
...Meaden & Moore is a leading accounting, tax, advisory, and business consulting firm serving... ...our State and Local Tax (SALT) Services Group in our Northeast, Ohio offices:... ...support our employees professionally and personally. Our offerings include: Benefits &...Work at officeLocal areaFlexible hours- ...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
$725 per month
...application costs, up to $725, less applicable taxes and withholding, for qualified associates... ...and resident families to maintain the personal dignity of residents. # Demonstrates... ...), professional organizations, community groups, and other appropriate public agencies...Hourly payFull timeTemporary workPart timeLocal areaFlexible hoursShift workNight shiftAfternoon shift$725 per month
...application costs, up to $725, less applicable taxes and withholding, for qualified associates... ...and resident families to maintain the personal dignity of residents. # Demonstrates a... ...), professional organizations, community groups, and other appropriate public agencies...Hourly payFull timeTemporary workPart timeLocal areaFlexible hoursAfternoon shift$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$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- ...THE OPPORTUNITY Sierra Medical is forming a selective group of Executive Board Partners aligned with the commercialization... ...technical platforms Executive leadership (CEO, COO, CTO, CCO, President, SVP Engineering Angel investing, venture participation, or...Immediate start
- ...regulated generating fleet with a total capacity of 3,780 megawatts.The position is in Human Resources within the Executive Compensation group and reports to the Manager, Executive Compensation & Retirement Programs. It may be located at the Corporate Headquarters in Akron,...Contract workTemporary workWork experience placementH1bWork at office
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- ...Director, Advisor Growth | WealthBridge WealthBridge Financial Group is seeking a proven financial advisor for a strategic... ...ideal for an experienced advisor who has successfully built a personal practice and is now ready to take on a leadership position focused...Visa sponsorship
$72k - $126k
...people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting and outsourcing practices. Even with more than... ...(SLG) practice in our Mid-West Region offices. Our SLG group is one of the fastest growing practice areas within CLA consisting...Full timeLocal area- ...Officer of a leading medical practices group, this role is pivotal in shaping clinical... ...physicians and medical staff, supporting the president of the medical staff in committee... ...enthusiasm for non-profit healthcare, finding personal fulfillment in contributing to...Work at officeLocal areaRelocationFlexible hours
- ...one of the region’s premier accounting and advisory firms with a long history of serving... ...and Valuation Advisory Services practice groups. The Director will lead a variety of engagement... ..., shareholder disputes, gift and estate tax planning, as well as GAAP and tax-related...Work at office
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- ...Sequoia Financial Group Job Opportunity Sequoia Financial Group is a growing Registered... ...lives for generations. Job Title: Tax Advisor The Tax Advisor is a senior-... ...compliance and strategic client-facing advisory work — managing the full lifecycle of individual...Flexible hours
- ...Description Location: Nashville, TN Reports to: Chief Operating Officer The Regional Vice President of Operations is a senior leadership position responsible for the overall operational performance, financial results, team development, and client experience...
$150k
...President & Chief Operating Officer Fully Remote | Confidential A high-growth, technology-driven company operating at the intersection... ...move comfortably between strategy and hands-on execution. This person will help grow the client base, lead key client relationships,...Remote work$120k - $150k
Vice President Human ResourcesThe Vice President Human Resources provides executive leadership for all HR and compliance functions for this nonprofit organization. This role partners closely with the CEO and CFO to align people strategy, governance, and operational excellence...Local area- ...strategic, execution-minded leader who can build the program, personally do the work in its earliest phase, and advance it into a durable... ...25 Healthcare Software Companies of 2025 · PartsSource President and CEO Philip Settimi Named to Top 50 Healthcare Technology CEO...Full timeContract workLocal area
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