Tax Vice President, Personal Tax Advisory Group
Confidential
Tax Vice President, Personal Tax Advisory Group
About the Company
Full-service tax advisory firm serving high-net-worth individuals and business owners
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 pivotal role requires a deep understanding and experience in individual, fiduciary, and gift tax compliance and planning, with a preference for expertise in 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 demands strong leadership, team management, and business development skills, as well as proficiency in flow-through entity taxation rules, tax research, and tax preparation and planning software. The ideal candidate will have a proven track record in business development, exceptional communication skills, and a preference for experience in international tax planning and compliance. 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
- ...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
- ...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...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$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$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$150k
...Description Job Description Sequoia Financial Group is a growing Registered Investment... ...to enrich lives for generations. The Tax Advisor is a senior-level individual... ...tax compliance and strategic client-facing advisory work — managing the full lifecycle of individual...Full timeContract workRelocation packageFlexible hours$125k - $148k
...Tax Manager — Cleveland, OH Pay: $125,000 – $148,000 + bonus potential Join a well-respected regional CPA and advisory firm known for its people-first culture, deep industry niches and real career paths. This Tax Manager role offers meaningful client work, flexible/...Summer workFlexible hours- ...Tax Director | Private Client & Tax Advisory Cleveland–Akron, OH | Hybrid Take Your Tax Career Beyond Traditional Public Accounting An established... ...Opportunity Stands Out Established client base No personal book-of-business requirement Hybrid work...Full timeLocal areaRelocation
$125k - $148k
...Tax Manager — Cleveland, OH Pay: $125,000 – $148,000 + bonus potential Join a well-respected regional CPA and advisory firm known for its people-first culture, deep industry niches and real career paths. This Tax Manager role offers meaningful client work, flexible/...Summer workFlexible hours$160k - $185k
...Tax Senior Manager — Cleveland, OH Pay: $160,000 – $185,000 + bonus potential Join a well-respected regional CPA and advisory firm known for its people-first culture, deep industry niches and real career paths. This Tax Senior Manager role offers meaningful client...Summer workFlexible hours$84.4k - $143k
...is to create opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with more than 8,500 people, 130 U.S. locations, and a global reach, we promise...Full timeLocal area$84.4k - $143k
...is to create opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with more than 8,500 people, 130 U.S. locations, and a global reach, we promise...Full timeLocal area$100k - $170k
...Meaden & Moore is a leading accounting, tax, advisory, and business consulting firm serving... ...support our employees professionally and personally. Our offerings include: Benefits &... ...event discounts • Employee Resource Groups • Strong commitment to community involvement...Work at officeFlexible hours- ...is to create opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with more than 8,500 people, 130 U.S. locations, and a global reach, we...Work at office
$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- ...Job Description Job Description Senior Tax Advisor / Senior Tax Manager Remote with... ...with a strong emphasis on tax planning, advisory work, and long-term client relationships.... ...the internal tax team. For the right person, there is also an opportunity to take on...Local areaRemote work
$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$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$110k - $210k
What You’ll Do Are you an experienced tax professional with a passion for exceptional... ...High Net Worth Tax team, you’ll provide personalized, high-touch service to high net worth... ...client deliverables. Client Experience & Advisory Serve as a primary relationship leader and...Full timeContract workWork at office- What You'll Do Are you an experienced tax professional with a passion for delivering exceptional... ...ll lead sophisticated tax compliance and advisory engagements, oversee complex family... ...clients on the implications to their personal, business, and family office affairs. Review...Full timeContract workWork 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- ...in business, BMF is one of the region’s premier accounting and advisory firms with a long history of serving leading public and private... ...success with consulting with and for clients on a broad range of tax matters and advice, as well as experience identifying prospects,...Temporary workSummer workCasual workWork at officeLocal areaRemote workFlexible hours
- ...dossiers précis. Responsibilities: In this role, you will help our customers complete their taxes using Intuit TurboTax products. By providing tax guidance and reviewing personal tax returns for customers completing their tax return on their own, full service return...Personal taxTemporary workSelf employmentFlexible hours
$120k - $145k
What You'll DoThe Senior Manager, Tax Learning and Instructional Design provides crucial support to our Tax practice. In this key role... ...a plus).Experience with tax research, compliance, and client advisory across a variety of engagements.Experience collaborating with international...Full timeContract workWork at officeRemote workFlexible hours3 days per week- ...understanding each client’s unique needs. Clients benefit from an advisory approach that treats their business with the same care and... ...toward achieving their long-term goals. \n Role Description The Tax and Accounting Accountant is a full-time, on-site role based in...Full timeWork at officeLocal area
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