Tax Expert

Job SummaryThe role of a Tax Specialist is crucial in delivering comprehensive wealth management services to clients. This involves providing proactive tax planning, acting as a tax resource, and preparing individual and trust tax returns.Main ResponsibilitiesServes as a tax expert for the client base, participating in meetings and staying updated on tax...

Job OverviewThis role presents an exciting blend of challenging and engaging client work, encompassing strategic planning, compliance management, and consulting services.You will be responsible for managing client relationships, leading reviews, and collaborating closely with a collaborative team.The ideal candidate should possess:Current certification as a...

Are you seeking a challenging and rewarding career in tax analysis? We have an exciting opportunity for a Tax Analyst to join our dynamic team. This role offers a unique blend of technical expertise and business acumen, with a focus on ensuring compliance with all tax matters.The successful candidate will collaborate closely with the Finance team to gather...

Mergers and Acquisitions Tax ExpertWe are seeking a senior associate to join our tax services team. Our specialists provide expert advice and guidance on tax planning, compliance, and strategy to clients.Key ResponsibilitiesDeliver tax advisory services leveraging digitization and automation techniquesEnhance operational efficiency in complex...

Senior Tax Manager Position OverviewThis role presents an exceptional opportunity to assume a leadership position within our organization. As a Senior Tax Manager, you will be responsible for managing client relationships and leading reviews.You will have the chance to work closely with a highly skilled and supportive team, providing expert tax planning,...

Job DescriptionWe are seeking a seasoned Tax Advisor to join our team. As a key member of our advisory group, you will be responsible for delivering integrated wealth management services to clients.Our ideal candidate will possess in-depth knowledge of tax planning and preparation, with the ability to stay up-to-date on changes in tax law and code.The...

Senior Tax Manager PositionOur organization is seeking a seasoned tax professional to fill the role of Senior Tax Manager. In this position, you will be responsible for managing client relationships and leading reviews. This involves collaborating closely with our team of experts to provide top-notch service to clients.Key Responsibilities:Develop and...

This seasoned tax professional will lead a growing national tax practice, with experience in structuring mergers, acquisitions and minority investment transactions.The ideal candidate has a minimum of 8 years' experience in partnership and corporate tax, including drafting operating agreements and limited partnership agreements.Juris Doctor degree from an...

Join to apply for the Tax Advisor role at Sequoia Financial GroupSequoia 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...

Join to apply for the Tax Advisor role at Sequoia Financial GroupSequoia 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...