About this opportunity
Cornerstone Family Office lists this Cpa: Tax Manager/Financial Planning Professional opportunity in city of mayfield heights, Ohio. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Job DescriptionCPA: Tax Manager/Financial Planning Professional - Family Office
\ NPosition Type: Full-Time and In-Person
\ NJoin a Premier Family Office Team
\ NWe are seeking an experienced CPA Tax Manager/Financial Planning Professional to join our growing family office on Cleveland's east side. This is an exceptional opportunity for a seasoned tax professional who enjoys working directly with clients and values professional growth in a collaborative setting.
\ NAs part of our close-knitteam of 11 professionals, you will work with wealthy individuals and families, providing tax planning, compliance, and advisory services in a sophisticated family office environment.
\ NA Better Work/Life Experience
\ NIf you're looking for a professional environment where your expertise is valued, client relationships matter, and success isn't measured by hours, we'd like to hear from you.
\ NResponsibilities
\ NPrepare and review individual, trust, estate, and business tax returns
\ NProvide proactive tax planning and advisory services
\ NWork directly with clients and family members to address tax and financial matters
\ NCollaborate with internalprofessionals on complex planning opportunities
\ NAssist with tax research and special projects
\ NSupport long-term wealth preservation and family office objectives
\ NQualifications
\ NCPA designation required
\ N7-10 years of tax experience in public accounting, family office, or related environment
\ NStrong knowledge of individual, trust, estate, and business taxation
\ NExcellent communication and client relationship skills
\ NAbility to work independently while contributing to a collaborative team culture
\ NFinancial planning experience is a plus, but not required
\ NCertified Financial Planner/Personal Financial Specialist designations a plus
\ NWhat We Offer
\ NHighly competitive compensation package
\ NComprehensive benefits
\ NGenerous paid time off
\ NModern, professional office environment
\ NDirect client interactionand meaningful advisory work
\ NCollaborative team of experienced professionals
\ NFull-time or part-time schedule options possible
\ NSustainable workload witha strong commitment to work-life balance
\ NApply today to join a respected family office dedicated to providing exceptional client service while maintaining a culture of professionalism and balance.
Worksite address
city of mayfield heights, OH, 44124, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.