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Tax • cleveland oh

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Tax Director

Tax Director

Sequoia Financial Group LlcCleveland, OH, US
[job_card.full_time]
Sequoia Financial Group is a growing Registered Investment Advisor (RIA), headquartered in Northeast Ohio, offering financial planning and wealth management services. At Sequoia, we exist with a sin...[show_more][last_updated.last_updated_variable_days]
Tax Manager

Tax Manager

Eide BaillyCleveland, OH, United States
[job_card.full_time]
A typical day as a Tax Manager in Beachwood, OH might include the following : .Prepares, Reviews, and Sign individual, business, and other types of tax returns for clients in various types of entitie...[show_more][last_updated.last_updated_30]
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Tax Senior, Indirect Tax

Tax Senior, Indirect Tax

DeloitteCleveland, OH, US
[job_card.full_time]
Are you a strategic and creative Indirect Tax professional who likes solving complex state and local indirect tax issues within sales & use and excise tax? Are you ready to make a greater impact on...[show_more][last_updated.last_updated_30]
Tax Preparer

Tax Preparer

Patriot Tax & Accounting Service LLCEuclid, OH, US
[job_card.part_time]
Part Time Assistant Tax Preparer.Flexible Schedule in small office environment.Our ideal Candidate is attentive, energetic, punctual, and reliable. Assist CPA with simple tax returns.Research basic ...[show_more][last_updated.last_updated_variable_days]
Tax Accountant

Tax Accountant

Industrious GroupCleveland, OH, US
[job_card.full_time]
Industrious Group, a wholly owned subsidiary of Itochu International Inc (a holding of Itochu Corp, a Global Fortune 70 company), operates two subsidiaries specializing in the manufacturing, rebuil...[show_more][last_updated.last_updated_30]
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Tax Analyst

Tax Analyst

Tradesmen InternationalCleveland, OH, US
[job_card.full_time]
Founded in 1992, Tradesmen International is leading the industry for proven skilled craftsmen and labor consulting services, emphasizing Safety, Productivity, and Craftsmanship.Our industry leading...[show_more][last_updated.last_updated_variable_days]
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Advanced Tax Planner

Advanced Tax Planner

Hantz GroupIndependence, OH, US
[job_card.full_time]
Hantz Group is a Michigan-based financial company that works with individuals and businesses to help them achieve their financial goals. We are a Family Office that manages over $11B+ of assets, has...[show_more][last_updated.last_updated_variable_days]
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Tax Manager : Direct Tax (State and Local Tax Group)

Tax Manager : Direct Tax (State and Local Tax Group)

Meaden & MooreCleveland, OH, US
[job_card.full_time]
Meaden & Moore is a leading CPA and business consulting firm, recognized for excellence in both the workplace and with our clients. We are a nine-time winner of The Plain Dealer’s Top Work...[show_more][last_updated.last_updated_variable_days]
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Tax Manager

Tax Manager

Resilience GroupCleveland, OH, US
[job_card.full_time] +1
The Tax Manager is responsible for key components of the Finance Department’s daily operations, including the timely and accurate completion of all tax reporting. This role oversees accounting...[show_more][last_updated.last_updated_variable_days]
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Tax Manager

Tax Manager

VirtualVocationsCleveland, Ohio, United States
[job_card.full_time]
A company is looking for a Manager, Tax to oversee compliance with indirect and withholding tax requirements.Key Responsibilities Prepare and process various tax forms and filings, including VAT / ...[show_more][last_updated.last_updated_variable_days]
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Tax Manager

Tax Manager

Noor Staffing GroupCleveland, OH, US
[job_card.full_time]
Tax Manager | Cleveland, OH | $110K-$140K + Bonus | URGENT HIRE.Comprehensive client base spanning multiple high-growth industries. Collaborative, team-focused environment where your ideas matter.Co...[show_more][last_updated.last_updated_variable_days]
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Tax Manager

Tax Manager

JobotCleveland, OH, US
[job_card.full_time]
Tax Manager Opportunity with Top-Rated Public Accounting Firm!.This Jobot Job is hosted by : David DeCristofaro.Are you a fit? Easy Apply now by clicking the "Apply Now" buttonand sending ...[show_more][last_updated.last_updated_30]
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Tax Senior- Business Tax Services

Tax Senior- Business Tax Services

Spartan Placements, LLCCleveland, OH, US
[job_card.full_time]
Tax Senior Accountant, Business Tax Services.C-Corps, S-Corps, and Partnerships with precision and compliance.This role offers exposure to complex client structures, the chance to provide strategic...[show_more][last_updated.last_updated_variable_days]
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Tax Manager

Tax Manager

CyberCodersCleveland, OH, US
[job_card.full_time]
Tax Supervisor / Manager - Top 200 CPA Firm.We are seeking a highly skilled Tax Supervisor / Manager to join our team at a Top 200 CPA Firm. The ideal candidate will have a strong background in tax comp...[show_more][last_updated.last_updated_30]
Tax Senior Manager- Real Estate Tax Credits

Tax Senior Manager- Real Estate Tax Credits

Plante MoranCleveland, OH, United States
[job_card.full_time]
Our "we-care" culture is more than just a motto; it's a promise.From day one, we prioritize your growth, well-being, and success. You can count on us to support your career journey and help you achi...[show_more][last_updated.last_updated_30]
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Tax Manager, Core Tax Services

Tax Manager, Core Tax Services

BDO USACleveland, OH, US
[job_card.full_time]
Tax Manager, Core Tax Services.The Tax Manager, Core Tax Services is responsible for advising clients on the tax implications of their business objectives, evaluating and selecting alternative acti...[show_more][last_updated.last_updated_30]
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Tax Associate

Tax Associate

H&R BlockEuclid, OH, US
[job_card.full_time]
At H&R Block, we believe in the power of people helping people.Our defining Purpose is to provide help and inspire confidence in our clients, associates, and communities everywhere.We also believe ...[show_more][last_updated.last_updated_30]
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Tax Supervisor

Tax Supervisor

ReaIndependence, OH, US
[job_card.full_time]
F;tax, accounting, and business consulting.F; We have a ‘People First’ culture and we focus on our employees’ well-being and professional development. With over 400 professionals a...[show_more][last_updated.last_updated_variable_days]
Tax Specialist - Payroll Tax

Tax Specialist - Payroll Tax

PNCCleveland , PNC Center
[job_card.full_time] +1
Strong contributor to the organizational tax reporting, tax planning, and compliance function.Completes accurate tax returns to minimize the tax obligations of the organization.Research, monitor, a...[show_more][last_updated.last_updated_30]
Tax Director

Tax Director

Sequoia Financial Group LlcCleveland, OH, US
[job_card.variable_days_ago]
[job_preview.job_type]
  • [job_card.full_time]
[job_card.job_description]

Job Description

Job Description

Sequoia Financial Group is a growing Registered Investment Advisor (RIA), headquartered in Northeast Ohio, offering financial planning and wealth management services. At Sequoia, we exist with a singular purpose : to enrich lives. Our values define how we behave and guide us through the pursuit of our purpose to enrich lives. At Sequoia, our core values are :

  • Integrity. We act in the best interests of others by providing an honest, consistent experience for our clients and team.
  • Passion . We pursue our full potential, seeking to continually enhance and evolve our ability to serve our clients and team.
  • Teamwork. We subordinate our egos to work together for the benefit of our clients.

Our promise to team members is that you will grow with us. From experienced advisors to new college grads to transitioning principals, every team member will find Sequoia a place to refine their professional mission, move into new opportunities, go deeper, and lead further. We are built to help you build a career here as a long-term contributor in our work to enrich lives for generations.

Summary of the position

The Tax Director works closely with the advisory team to deliver clients integrated wealth management services, providing proactive tax-related planning and serving as a tax resource for client relationships. As a member of the Tax Team, the Tax Director prepares, reviews, and completes individual and trust tax returns as well as tax projections.

We are targeting a base salary range of $90,000 to $170,000 for this position depending on experience, along with bonus incentives and a competitive benefits package provided to our employees.

Responsibilities

  • Serves as a tax resource for the firm’s client base. Participates, sometimes leading, client meetings with advisors
  • Serves as an internal firm expert on tax planning, including staying current on tax law / code changes and their applicability to client situations
  • Provides direct client service both individually and collaboratively and may rely on technical specialists from multiple functional areas to develop customized recommendations
  • As an individual contributor, has responsibility for the preparation, review, and completion of individual and trust tax returns and tax projections
  • Responsible for ensuring that all tax-related research and data gathering is complete, and presentation materials are prepared in a timely fashion for clients and prospects
  • Works within a defined technology system where client contact is made on a proactive basis. Assists in preparing agendas, organizing plans, presenting to tax clients and prospects, anticipating and scheduling tax-related meetings, and providing appropriate follow-up
  • May assist with small business tax work, including S Corporation and partnership tax returns

    • Required Skills / Experience

  • A bachelor’s degree, with a major in accounting or finance
  • Certified Public Accounting (CPA) designation OR Enrolled Agent (EA) designation
  • 5-10+ years of experience in providing individual and trust tax services
  • Proficiency with tax software solutions
  • Strong acumen with MS Office tools
  • Developed set of communications skills

    • Preferred Skills / Experience

  • Experience using client relationship management software (such as Salesforce and Tamarac)
  • Prior experience in Wealth Management

    • Competencies

  • Strong organizational skills and detail-oriented
  • Ability to self-manage and prioritize day-to-day work and projects; be able to work with deadlines; possess the ability to be flexible
  • Possess a demonstrated ability to foster and maintain deep, long-term, respectful, and productive relationships with clients and Sequoia team members
  • Maintains strict standards of confidentiality, as well as the highest ethical and fiduciary standards of due care and concern for the client, our team members, and our firm