HNW Tax Senior

Job Description

Job Description

HNW Tax Senior

We are a premier wealth management firm located in Toledo, Ohio. Our team delivers comprehensive financial planning, investment management, and specialized tax strategies to ultra-high-net-worth individuals and families. We operate on a hybrid work schedule that balances collaborative in-office days with the flexibility of remote work.

Position Overview
We are seeking an experienced High Net Worth Tax Accountant to join our expanding team. This role focuses on sophisticated tax planning, compliance, and consulting for affluent clients, closely integrated with our broader wealth management services.

Compensation and Benefits

• Salary range: $100,000 - $120,000 based on experience
• Comprehensive health, dental, and vision insurance
• 401k plan with company matching
• Hybrid work arrangement (Toledo office)
• Clear pathway to leadership roles
• Generous paid time off and CPA exam support

Core Responsibilities

• Prepare and review complex federal and state tax returns for high-net-worth individuals, trusts, estates, and closely held businesses.
• Develop proactive tax planning and wealth preservation strategies aligned with long-term financial goals.
• Research intricate tax matters related to private equity, real estate investments, and charitable giving.
• Collaborate with wealth advisors and portfolio managers to provide a unified financial experience for clients.
• Build and maintain strong, trust-based relationships with clients through regular communication.

Required Qualifications

• Bachelor degree in Accounting or a related financial field.
• Active Certified Public Accountant (CPA) license or a qualified CPA candidate actively working toward licensure.
• Minimum of 3+ years of recent public accounting or wealth management tax experience.
• Strong technical knowledge of individual, fiduciary, and partnership taxation.
• Excellent written and verbal communication skills for client-facing interactions.
• Proficiency with standard tax preparation and research software.

How to Apply
Please submit your resume and a brief cover letter outlining your experience with high-net-worth clients and your current CPA status. We look forward to discussing how your skills align with our team vision.

- For this position, you must be currently authorized to work in the United States without the need for sponsorship for a non-immigrant visa. This job was first posted by CyberCoders on 07/23/2026 and applications will be accepted on an ongoing basis until the position is filled or closed. Everforth CyberCoders is proud to be an Equal Opportunity Employer

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity or expression, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, status as a crime victim, disability, protected veteran status, or any other characteristic protected by law. Our hiring process includes AI screening for keywords and minimum qualifications, and a virtual recruiter as part of the application process. A human recruiter reviews all results. Click here for details on our virtual recruiter .  Everforth CyberCoders will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable state and local law, including but not limited to the Los Angeles County Fair Chance Ordinance, the San Francisco Fair Chance Ordinance, and the California Fair Chance Act. Everforth CyberCoders is committed to working with and providing reasonable accommodation to individuals with physical and mental disabilities. Individuals needing special assistance or an accommodation while seeking employment can contact a member of our Human Resources team at  View email address on ziprecruiter.com to make arrangements.