MANAGING DIRECTOR - UHNWI, Trust/Estate Tax, CPA

We are a regional firm in business for 50yrs and are nationally recognized as a top 50 CPA firm. Dozens of awards and excellent reviews. We are continuing to grow and want you to grow with us!This role is to report 2-3 days per week in our Cleveland office**We also have Tax Manager and Sr Manager openings on our HNWI/Trust & Estate team**ResponsibilitiesBusiness Development:Responsible for strategy and growth of the firm's HNWI services, including identifying market trends, anticipating opportunities, and developing go-to-market strategies/plansBuild strong relationships and interact regularly with clients, internal client partners and up-and-coming talent, external industry groups, Centers of Influence, industry Market Leaders in adjacent sectors, and Service Line Leaders - coordinating to align skills with market trends and drive strategic technical leadership hiresClient ExperienceServe and build relationships with clients, monitoring client service and value proposition, acting as trusted advisor to ensure we are a premium provider providing quality work, open communication, sound advice, and proactive serviceDevelop a comprehensive approach to meet the needs of HNWI clients, including leadership around structuring and compliance with a focus on scaling the practice and demonstrating intellectual curiosity to ensure client needs are metAdjust client pricing, strategy, and services as necessary Leadership, Mentorship & Staff DevelopmentRespect and celebrate the value of each of the stories, backgrounds, perspectives, and ideas of each of our team members, building meaningful relationships with all those you interact withBe growth oriented and work towards building a leveraged model, when appropriateProvide mentoring and motivation to the team, including developing young leaders via active contribution to training and developmentExhibit forward thinking, innovation, and delivering an exceptional work product TechnicalPerform Senior Manager or Managing Director level tax advisory, compliance review and tax return signoffServe as a go-to resource for technical questions or knowledgeAct as a technical and/or business leader both internally and externally What You NeedThis role is to report 2-3 days per week in our Cleveland office**We also have Tax Manager and Sr Manager openings on our HNWI/ Trust&Estate team**At least 14 years in public accounting with an emphasis in taxationPrevious Director Level Experience Is PreferredWe encourage anyone who has been in the Sr Mgr seat for at least 5yrs to apply!Experienced working with HNW and UHNW individuals, trusts and estatesExperienced with HNWI in the $5M - $50M rangeCPA licenseM.S. in Taxation is preferredWhat's In It for YouCompetitive base pay ($200k-$260k) DOE27 days PTO + 10 holidays + "unplugged" daysFlexible Hybrid scheduleAnnual bonus401k w/ matchand more!This role is to report 2-3 days per week in our Cleveland office**We also have Tax Manager and Sr Manager openings on our HNWI team**BenefitsLooking forward to receiving your resume through our website and going over the position with you. Clicking apply is the best way to apply, but you may also:Email Your Resume In Word Tokyle.conaboy@Please do NOT change the email subject line in any way. You must keep the JobID: linkedin : KC14-1842853 -- in the email subject line for your application to be considered.***Kyle Conaboy - Sr. Executive RecruiterFor 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 02/28/2025 and applications will be accepted on an ongoing basis until the position is filled or closed.CyberCoders is proud to be an Equal Opportunity EmployerAll 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. 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. CyberCoders is committed to working with and providing reasonable accommodation to individuals with physical and mental disabilities. If you need special assistance or an accommodation while seeking employment, please contact a member of our Human Resources team to make arrangements.

Created: 2025-04-19