Tax Senior Manager

Job DescriptionTax Manager, Senior Manager, or Managing Director - High Net Worth (Hybrid - Cleveland, OH)Compensation: $125,000 - $250,000 base salary, depending on experienceManagers typically fall in the $125K-$160K range, Senior Managers in the $155K-$190K range, and seasoned Directors may command up to $250K.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 ResponsibilitiesReview and sign off on complex individual tax returns (Form 1040), including multi-state filings for high net worth individuals and business ownersOversee the preparation and filing of fiduciary tax returns (Form 1041) and implement tailored tax strategies for trusts and estatesServe as a strategic tax advisor, helping clients navigate estate planning, trust structuring, and multi-generational wealth transferStay informed on evolving tax laws and regulations to ensure compliance and offer forward-thinking adviceBuild and sustain long-term relationships with high net worth clients by consistently delivering white-glove service and sound guidanceProvide oversight and mentorship to junior staff, contributing to training and professional development initiativesFoster a collaborative, inclusive team culture by leading with integrity, curiosity, and a people-first mindsetPromote a leveraged, scalable team model and support growth initiatives with a long-term view on client service deliveryQualificationsBachelor's degree in Accounting or related fieldCPA or JD required for Senior Manager and Director-level candidatesMinimum 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 developmentStrong communication skills, with the ability to present complex tax matters clearly to clients and colleaguesProficient in Microsoft Office Suite (Outlook, Excel, Word, Adobe); familiarity with tax software platforms requiredGrowth-oriented, adaptable, and capable of thriving in a fast-paced environmentLocation: Cleveland, OH (Hybrid work structure - mix of in-office and remote)#PCFA #TaxCareers #ClevelandJobs

Created: 2025-05-06