Senior Tax Advisor — High-Net-Worth Advisory
True North Consultants, Inc.
True North Consultants, Inc. in Northeast Ohio seeks an experienced tax professional to support and grow its high-net-worth tax practice. You will handle complex individual returns and year-round planning, building direct client relationships and taking on increasing leadership responsibilities. You will work closely with tax professionals and financial advisors serving individuals, families, and business owners, contributing to tax preparation, advisory services, and team development in a #J-18808-Ljbffr True North Consultants, Inc.
- High-Net-Worth Tax & Advisory Our client, an established Northeast Ohio financial planning and tax advisory organization, is seeking an experienced... ...Work closely with tax professionals and financial advisors serving individuals, families and business owners. The practice...SeniorHigh net worthSeasonal workWork at officeImmediate startRemote workMonday to ThursdayDay shift
- ...Job Description Job Description Tax Senior Manager- Personal Tax Advisory Group Details: Serve as a personal tax advisor for high net worth individuals and business owners Manage client relationships and oversee all aspects of tax engagements Provide...SeniorHigh net worth
$150k
...Registered Investment Advisor (RIA), headquartered... ...generations. The Tax Advisor is a senior-level individual contributor... ...client-facing advisory work — managing the full... ...-up — all with a high standard of confidentiality... ...for high-net-worth clients and may also...SeniorHigh net worthFull timeContract workRelocation packageFlexible hours$130k - $170k
...Moore is a leading accounting, tax, advisory, and business consulting... ...are currently seeking a Tax Senior Manager for our Personal Tax... ...personal tax specialist and advisor who is responsible for managing... ...and tax engagements for high net worth individuals and business owners...SeniorHigh net worthWork at officeFlexible hours$110k
...Description Job Description 100% Remote | Advisory-Focused Tax Firm | Busy-Season Workweeks under 48... ...serving small business owners and high-net-worth individuals who want a proactive,... ...and matters. They are adding a Senior Tax Specialist to take ownership of an...SeniorHigh net worthSeasonal workHome officeMonday to Friday$124k - $335k
...Senior Manager, PwC Private A career within PwC Private... ...with a range of business advisory needs such as audit, tax compliance, and planning... ...entities, entrepreneurs, and high net worth individuals. You'll be... ...to lead the way as tax advisors dedicated to innovation,...SeniorHigh net worth- ...Tax Vice President - Personal Tax Advisory GroupJoin our Northeast Ohio team in Cleveland, Akron, or Wooster as a dedicated leader within the Personal... ...Tax Vice President who will excel in managing high-net-worth individual and business owner tax engagements. This role...High net worth
$60k - $115k
...individuals, providing valuable tax and accounting guidance.... ...preparation, accounting, and advisory services while developing your... ...We're looking for a motivated Senior Accountant – Tax & Advisory to... ...and deadlines while maintaining high-quality work. Contribute ideas...SeniorWork at officeRemote workWork from home1 day per week$200k - $250k
...Tax Vice President, High-Net-Worth Personal TaxLead a Personal Tax Advisory Group serving high-net-worth individuals and business owners across Northeast Ohio.Location: Cleveland, OH (Akron or Wooster also available; flexible hybrid) Job Type: Full-time Pay: $200,000 to...High net worthFull timeFlexible hours- ...Vice President, Personal Tax Advisory Group About the Company A professional services firm specializing in personal tax advisory... ...be a dedicated leader with a strong background in managing high-net-worth individual and business owner tax engagements. This role is...High net worth
- ...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...High net worthWork at office
- ...Vice President of Tax, Personal Tax Advisory Group About the Company Regional tax advisory firm specializing in personal tax compliance... ...Vice President to lead complex personal tax engagements for high-net-worth individuals and business owners. Responsibilities include...High net worthWork at office
- ...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...High net worthWork at office
$110k - $210k
...Do Are you an experienced tax professional with a passion... ...tax planning? As a Senior Manager on our High Net Worth Tax team, you’ll provide personalized... ..., serve as a trusted advisor on sophisticated individual... .... Client Experience & Advisory Serve as a primary relationship...SeniorHigh net worthFull timeContract workWork 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...High net worthWork at office- ...Are you an experienced tax professional with a passion... ...exceptional service to high-net-worth families and family office clients? As a Senior Manager on our Family... ...'ll serve as a trusted advisor to successful... ...sophisticated tax compliance and advisory engagements, oversee...SeniorHigh net worthFull timeContract workWork at office
- ...We are seeking a Staff Tax Accountant in the Private Client Group... ...consultation and advice for high-net-worth clients. This role supports... ...colleagues and other professional advisors to address clients' tax and... ...Clearstead is a financial advisory firm serving wealthy families...High net worthContract workWork at officeWork from home2 days per week3 days per week
$116k - $216k
...promise, acting as the primary client advisor, developing and implementing strategies... ...The Sr. RM is responsible for serving high net worth clients in their existing book as well... ...coordinates, and assembles the extended advisory team, including trust, investment and planning...SeniorHigh net worthFull timeWork experience placementWork at officeLocal areaFlexible hoursNight shift- ...multi-family office serving ultra-high-net-worth families across the United States,... ...seeks a Director of Investments. This senior role combines client advisory responsibilities with investment... ...while collaborating with family advisors and internal teams in an employee-...SeniorHigh net worthWork at office
- ...Cleveland, OH. This program offers hands-on exposure to tax planning, complex compliance, and advisory services within a collaborative, growth‑oriented culture. You’ll gain practical experience with ultra‑high net worth clients, receive ongoing feedback, and participate in...High net worthWork at office
- ...Senior Vice President, Lead Wealth Advisor About the Company Nationally recognized wealth... ...management, retirement advisory, and business management... ...as a trusted advisor to high-net-worth individuals and families... ..., retirement planning, tax planning, estate...SeniorHigh net worthLocal area
- KeyBank in Cleveland is seeking a senior Wealth Advisor to manage large discretionary portfolios for ultra-high-net-worth clients. You will design customized strategies, monitor performance, and ensure fiduciary compliance while aligning with client goals and risk tolerance...SeniorHigh net worth
$200k - $250k
...Tax Vice President, High-Net-Worth Personal Tax Lead a Personal Tax Advisory Group serving high-net-worth individuals and business owners across Northeast Ohio. Location: Cleveland, OH (Akron or Wooster also available; flexible hybrid) Job Type: Full-time Pay: $2...High net worthFull timeWork at officeFlexible hours- Tax Staff Accountant (Personal Tax Advisory Group) Join to apply for the Tax Staff Accountant (Personal Tax Advisory Group) role at Meaden & Moore Overview... ...workplace where everyone can contribute and grow. Seniority level Entry level Employment type Full-time Job function...Full timeWork at office
$60k - $85k
...in YOU. Day in the Life: Family Office: Support tax planning and compliance engagements for ultra‑high net worth individuals and families with complex tax needs.... ...with sophisticated tax matters and personalized advisory services. Build Relationships: Connect with peers...High net worthInternshipWork at office- DY USA is an award-winning, fast-growing UK-US tax and business advisory firm with offices located in the US (Cleveland, OH) and UK (Shrewsbury,... ...is driven by achieving results for our clients, providing high quality client service, and taking care of our team members...SeniorWork at office
- Ghj is seeking a Senior Manager for CFO Advisory Services in Cleveland, OH. The role combines fractional CFO engagements, strategic financial planning, and operational improvement to support business owners and executive teams. Ideal candidates will drive financial performance...Senior
$85k - $120k
...Description Job Description Tax Senior, CPATax Advisory | Client Relationships |... ..., Ohio Our client, a highly respected and growth-focused... ...to develop into a trusted advisor, build meaningful client relationships... ..., investors, and high-net-worth individuals while gaining...SeniorHigh net worthSummer workFlexible hours$120k - $170k
Tax ManagerSalary Range: $120,000 - $170,000 / yearWorkplace Policy... ...compliance, planning, and advisory services for a portfolio of... ...business clients, including high-net-worth individuals (HNWI). The Tax Manager... ...Tax Manager or in a similar senior tax role. Supervisory...SeniorHigh net worthLocal areaRelocation$120k - $165k
...Description Job Description Tax Manager, CPA High-Net-Worth Tax | Client Advisory | Leadership Development | Hybrid... ...opportunity to become a trusted advisor to high-net-worth individuals, privately... ...work prepared by staff and senior professionals Develop proactive...High net worthSummer workFlexible hours
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