Tax Senior Manager
Apply NowCompany: PeopleCaddie
Location: Cleveland, OH 44130
Description:
Job Description:
Tax Manager, Senior Manager, or Managing Director - High Net Worth (Hybrid - Cleveland, OH)
Compensation: $125,000 - $250,000 base salary, depending on experience
Managers typically fall in the $125K-$160K range, Senior Managers in the $155K-$190K range, and seasoned Directors may command up to $225K.
A leading professional services firm is seeking a senior tax professional to join its high net worth practice. This individual will serve as a strategic advisor to affluent individuals, families, and business owners, offering hands-on expertise in tax planning, compliance, and trust administration. This is an opportunity to lead meaningful client engagements, influence team development, and work on complex, high-impact projects within a relationship-driven and collaborative environment.
Key Responsibilities:
Review and sign off on complex individual tax returns (Form 1040), including multi-state filings for high net worth individuals and business owners Oversee the preparation and filing of fiduciary tax returns (Form 1041) and implement tailored tax strategies for trusts and estates Serve as a strategic tax advisor, helping clients navigate estate planning, trust structuring, and multi-generational wealth transfer Stay informed on evolving tax laws and regulations to ensure compliance and offer forward-thinking advice Build and sustain long-term relationships with high net worth clients by consistently delivering white-glove service and sound guidance Provide oversight and mentorship to junior staff, contributing to training and professional development initiatives Foster a collaborative, inclusive team culture by leading with integrity, curiosity, and a people-first mindset Promote a leveraged, scalable team model and support growth initiatives with a long-term view on client service delivery
Qualifications:
Bachelor's degree in Accounting or related field CPA or JD required for Senior Manager and Director-level candidates Minimum of 5 years of tax experience, with a focus on high net worth individuals and trusts (family office or public accounting background preferred) Demonstrated leadership experience and accountability for client success and team development Strong communication skills, with the ability to present complex tax matters clearly to clients and colleagues Proficient in Microsoft Office Suite (Outlook, Excel, Word, Adobe); familiarity with tax software platforms required Growth-oriented, adaptable, and capable of thriving in a fast-paced environment
Location: Cleveland, OH (Hybrid work structure - mix of in-office and remote)
#PCFA #LI-Hybrid #TaxCareers #ClevelandJobs
Tax Manager, Senior Manager, or Managing Director - High Net Worth (Hybrid - Cleveland, OH)
Compensation: $125,000 - $250,000 base salary, depending on experience
Managers typically fall in the $125K-$160K range, Senior Managers in the $155K-$190K range, and seasoned Directors may command up to $225K.
A leading professional services firm is seeking a senior tax professional to join its high net worth practice. This individual will serve as a strategic advisor to affluent individuals, families, and business owners, offering hands-on expertise in tax planning, compliance, and trust administration. This is an opportunity to lead meaningful client engagements, influence team development, and work on complex, high-impact projects within a relationship-driven and collaborative environment.
Key Responsibilities:
Qualifications:
Location: Cleveland, OH (Hybrid work structure - mix of in-office and remote)
#PCFA #LI-Hybrid #TaxCareers #ClevelandJobs