Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Tax Strategy & Planning Associate

Pease Bell, CPAs

Pease Bell CPAs is seeking a Tax Associate to join our firm of accounting and tax professionals. This role focuses on research and analysis of tax consequences across contracts, estate planning, M&A, and shareholder agreements, with opportunities to draft related documents.

This position emphasizes legal research over tax return preparation, leveraging a JD and strong communication skills to support client-focused solutions and consulting initiatives.

#J-18808-Ljbffr
Vacancy posted 19 hours ago
Similar jobs that could be interesting for youBased on the Tax Strategy & Planning Associate in Cleveland, OH vacancy
  • $165k - $345k

     ...including investment management, wealth planning, trust services, and banking solutions. The...  ...of orchestrating complex financial strategies and delivering a white-glove client experience...  ...within the UHNW market.Deep knowledge of tax, investment, estate planning, and philanthropic... 
    Tax
    Full time
    Work at office
    Flexible hours
    Night shift

    KeyBank

    Cleveland, OH
    6 days ago
  • $133k - $247k

     ...wealth. Ability to integrate transition-planning strategies into both personal and corporate...  ...company’s capital structure and the owners’ tax positions (e.g., redemptions, dividend...  ...provide direction to wealth strategists and associates.* Retains and grows assets under... 
    Tax
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office

    PNC

    Cleveland, OH
    3 days ago
  • $91k - $185.9k

     ...an opportunity to contribute to the company’s success. As a Strategy & Planning Advisor within PNC's Enterprise Change Office, you will be...  ...Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they... 
    Suggested
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office

    The PNC Financial Services Group

    Cleveland, OH
    5 days ago
  •  ...Newry is seeking a Growth Strategy Consultant in the Cleveland, OH area to join our growth and innovation team. You’ll collaborate with senior decision-makers on research and delivering results, with a path to Project Manager roles. You’ll conduct primary and secondary... 
    Suggested
    Work at office

    Newry

    Cleveland, OH
    2 days ago
  •  ...About Newry Newry is a specialized growth and innovation strategy firm based in Cleveland, Ohio. We help technology-driven companies, from Fortune 500 corporations to middle-market and private-equity-backed businesses, grow in existing, adjacent, and new markets across... 
    Suggested
    Work at office
    Immediate start
    Relocation
    Visa sponsorship
    Work visa
    2 days per week

    Newry

    Cleveland, OH
    2 days ago
  •  ...headquartered in Northeast Ohio, offering financial planning and wealth management services. At...  ...objectives, constraints, risk tolerance, tax posture, and liquidity requirements....  ...available to Investment Implementation as the strategy owner during portfolio implementation and... 
    Tax
    Full time
    Contract work

    Sequoia Financial Group Llc

    Cleveland, OH
    3 days ago
  •  ...Job Description Tax Director | Personal Tax Advisory | Cleveland, OH \n \n I suspect if you've been in public accounting for...  ...CPA firm in Cleveland that's recently received investment and is planning to grow through acquisitions as well as organically. \n \n... 
    Tax
    Day shift

    Distinct | North America

    Cleveland, OH
    21 days ago
  •  ...enabled learning reinvention, capability transformation, skills strategy, and workforce performance.You are:A learning strategy consultant...  ..., vision, life, and long-term disability coverage, a 401(k) plan, bonus opportunities, paid holidays, and paid time off. See more... 
    Full time
    Live in
    Work at office
    Local area
    Shift work

    Accenture

    Cleveland, OH
    8 days ago
  • $162.45k - $357.65k

     ...and build a career, KPMG provides audit, tax and advisory services for organizations in...  ...is currently seeking a Director, Growth Strategy, Line of Business to join our Clients & Markets...  ...growth strategy colleagues to align plans, identifying and escalating conflicts and... 
    Tax
    H1b
    Local area
    Shift work

    KPMG

    Cleveland, OH
    7 days ago
  • $102.5k - $182k

     ...with leading solution providers and leverage your experience in strategy, process design, technology enablement, and operational...  ...not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte... 
    Work at office
    Local area
    2 days per week

    Deloitte

    Cleveland, OH
    5 days ago
  • $93.2k - $170.9k

     ...with leading solution providers and leverage your experience in strategy, process design, technology enablement, and operational...  ...not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte... 
    Contract work
    Local area

    Deloitte

    Cleveland, OH
    6 days ago
  • $105.4k - $207.8k

    Position Summary Cyber Security & Risk Strategy Senior Consultant Our Deloitte Cyber team understands the unique challenges and...  ...not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte... 
    Local area
    Visa sponsorship

    Deloitte

    Cleveland, OH
    6 days ago
  •  ...and build a career, KPMG provides audit, tax and advisory services for organizations...  ....KPMG is currently seeking a Senior Associate, Data Strategy Enablement and Innovation to join our Digital...  ...a variety of medical and dental plans, vision coverage, disability and life insurance... 
    Tax
    H1b
    Local area

    KPMG

    Cleveland, OH
    6 days ago
  • $30 - $40 per hour

     ...Description We are seeking a detail-oriented Associate Planner to support a Lead Planner in...  ...professional pursuing a career in financial planning. The Associate Planner will play an...  ..., education funding, risk management, tax planning, and estate considerations Prepare... 
    Tax
    Hourly pay
    Full time
    Apprenticeship
    Work at office
    Remote work
    Work from home
    Flexible hours

    Jobrapido

    Cleveland, OH
    3 days ago
  • $147k - $270k

     ...and build a career, KPMG provides audit, tax and advisory services for organizations in...  ....Responsibilities:Drive the compensation strategy for KPMG's audit business, acting as the...  ...to think strategically and to link action plans to critical business prioritiesExcellent... 
    Tax
    H1b
    Local area
    Immediate start

    KPMG

    Cleveland, OH
    2 days ago
  •  ...PNC Financial Services Group, Inc. is seeking a Strategy & Planning Advisor to operate at the enterprise level, partnering with senior leaders to shape prioritization, investment decisions and execution across PNC. The role contributes to the Strategic Portfolio Management... 

    PNC Financial Services Group

    Cleveland, OH
    15 hours ago
  •  ...responsibilities. If you thrive on variety, can context-switch between a tax filing and a college application in the same hour, and want a...  ...you. What We Offer Opportunity to shape the digital strategy at a high-growth Salesforce ISV. Collaborative, innovative,... 
    Tax
    Contract work
    Work at office
    Local area
    Remote work

    Flosum

    Cleveland, OH
    15 hours ago
  • $132.5k - $338.3k

     ..., solutions and assets across Consulting, Strategy, Technology, Operations, Industry X and Song...  ..., Financial Close, Treasury, and Tax.Apply an engineering problem-solving mindset...  ...and long-term disability coverage, a 401(k) plan, bonus opportunities, paid holidays, and paid... 
    Tax
    Full time
    Live in
    Work at office
    Local area

    Accenture

    Cleveland, OH
    9 days ago
  •  ...Aspire Talent Solutions in Northeast Ohio seeks a Tax Vice President to lead high-net-worth and business owner tax engagements from...  ...role focuses on individual, fiduciary, and gift tax compliance and planning, with a preference for International Tax Planning and Compliance... 
    Tax

    Aspire Talent Solutions

    Cleveland, OH
    4 days ago
  •  ...Tax Vice President - Personal Tax Advisory GroupJoin 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... 
    Tax

    TOP DOG Inc

    Cleveland, OH
    19 hours ago
  • Tax Planner Analyze Tax Liability Prepare Tax Projections Prepare and file Tax Returns...  ...base Market and sell appropriate tax plans Attend meetings and continuing education...  ...most important for their families. Tax Strategy and Planning Our Tax Specialists provide... 
    Tax
    Work at office
    Local area
    Flexible hours

    Hantz Group

    Independence, OH
    3 days ago
  • $200k - $250k

     ...Tax Vice President, Personal Tax Advisory (High-Net-Worth Clients) Cleveland, Akron, or Wooster, OH (Hybrid) | $200,000 to $250,000 + Bonus Lead a personal tax practice serving high-net-worth families and business owners. Must-Haves CPA with 15+ years of tax experience... 
    Tax

    iLocatum

    Cleveland, OH
    2 days ago
  • $200k - $250k

     ...Zaddy Solutions is seeking a seasoned Tax Vice President to lead high-net-worth and business owner engagements in Northeast Ohio, with a focus on individual, fiduciary, and gift tax planning. The role emphasizes international tax planning and compliance as a preferred... 
    Tax

    Zaddy Solutions

    Cleveland, OH
    15 hours ago
  • $200k - $250k

     ...Cleveland, Akron, or Wooster as a dedicated leader within the Personal Tax Advisory Group. We are seeking a seasoned Tax Vice President who...  ...in individual, fiduciary, and gift tax compliance and planning, with a preference for expertise in International Tax Planning and... 
    Tax
    Work at office

    Technology Recruiting Solutions

    Cleveland, OH
    4 days ago
  •  ...become more resilient.Our Finance AI and Data Strategy practitioners work to create and execute...  ...AI in vision and roadmap, develop plan for leveraging ecosystem partners, and define...  ...(minimum 12 years) work experience. (If associate's degree, must have minimum 6 years' work... 
    Full time
    Work experience placement
    Live in
    Work at office
    Local area

    Accenture

    Cleveland, OH
    9 days ago
  •  ...Tax Vice President - Personal Tax Advisory GroupAct as a senior-level personal tax advisor for high net worth individuals and business...  ...and planningApply specialized knowledge in international tax planning and compliance for individuals (experience strongly preferred)Oversee... 
    Tax

    Spartan Placements

    Cleveland, OH
    4 days ago
  •  ...Vice President, Personal Tax Advisory Group About the Company Regional accounting firm specializing in personal tax advisory...  ...understanding of individual, fiduciary, and gift tax compliance and planning, with a preference for expertise in international tax planning... 
    Tax

    Confidential

    Cleveland, OH
    2 days ago
  •  ...Tax Vice President, Personal Tax Advisory Group About the Company A Northeast Ohio tax advisory firm serving high-net-worth individuals...  ...and verbal communication. Proficiency with tax preparation and planning software and office productivity tools is required. Experience... 
    Tax
    Work at office

    Confidential

    Cleveland, OH
    3 days ago
  •  ...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... 
    Tax
    Work at office

    Confidential

    Cleveland, OH
    15 hours ago
  •  ...Vice President, Personal Tax Advisory Group About the Company Tax advisory firm serving high-net-worth individuals and business...  ...expertise in individual, fiduciary, and gift tax compliance and planning, with international tax experience preferred. Candidates must... 
    Tax
    Work at office

    Confidential

    Cleveland, OH
    4 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Tax Strategy & Planning Associate. Be the first to apply!