Executive Director of Tax Strategy
3 days ago
Role Overview
Cohen & Company is looking for an Executive Director of Tax Strategy to lead our high net worth/family office team. This is a unique opportunity to work with high-profile clients, providing Manager, Senior Manager or Managing Director level tax advisory, compliance review and tax return signoff (Form 1040), including multi-state filings.
About the Position
In this role, you will be responsible for managing the preparation and filing of trust tax returns (Form 1041), ensuring adherence to regulatory requirements and optimal tax strategies. You will also work closely with clients to develop and implement tax-efficient strategies for both individuals and trusts, ensuring their financial goals are met while minimizing tax liabilities.
Key Responsibilities:
- Lead a team of tax professionals to deliver customized solutions to clients.
- Develop and implement tax-efficient strategies for both individuals and trusts.
- Stay up to date on current tax laws, regulatory changes, and industry best practices to provide the most accurate and strategic advice to clients.
Requirements
To be successful in this role, you will need:
- Bachelor's degree; CPA or JD required
- 5+ years of tax experience, with a focus on high net worth individuals and trusts
- Proven leadership experience with a consistent record of accomplishment, accountability, and history of execution against budget and strategic initiatives
Our Culture
We value diversity of thought and background to build an inclusive and energized culture. We are committed to fostering a workplace where everyone feels valued, respected, and empowered to contribute their best work.
-
Executive Tax Director
1 day ago
Cleveland, Ohio, United States CyberCoders Full timeJob DescriptionWe are a respected regional firm with 50 years of experience in providing top-notch CPA services. Our team is recognized nationally as one of the top 50 CPA firms, and we have received numerous awards and excellent reviews. We are committed to growth and want you to grow with us.This role requires reporting 2-3 days per week in our Cleveland...
-
Director of Tax Strategy
6 days ago
Cleveland, Ohio, United States CyberCoders Full timeKey Responsibilities:Business Development: Identify market trends and opportunities, develop go-to-market strategies, and build relationships with clients and internal partners.Client Experience: Serve as a trusted advisor, provide proactive service, and ensure premium quality work. Develop a comprehensive approach to meet client needs, including structuring...
-
Director of Tax Operations
5 days ago
Cleveland, Ohio, United States Century Business Services Full timeTax Director PositionCentury Business Services is seeking a highly skilled Tax Director to join our team. As a key member of our leadership team, you will be responsible for managing the delivery of high-quality tax services to our clients and driving revenue growth.Key Accountabilities- Develop and implement tax strategies for clients to minimize tax...
-
Digital Strategy Director
24 hours ago
Cleveland, Ohio, United States Cleveland Metroparks Full timeJob SummaryThe Digital Strategy Director will be responsible for driving the development and implementation of digital marketing strategies to achieve business objectives. This role will lead cross-functional teams to create engaging online experiences and drive revenue growth.Key ResponsibilitiesDevelop and execute digital marketing campaigns to reach...
-
Senior Vice President, Personal Tax Strategy
4 days ago
Cleveland, Ohio, United States Meaden & Moore LLP Full timeJob Summary:Meaden & Moore LLP seeks an experienced professional to join our Personal Tax Advisory Group as a Senior Vice President, Personal Tax Strategy. As a member of our team, you will play a key role in developing and implementing tax strategies that drive business growth and minimize risk.Key Responsibilities:Develop and execute tax strategies that...
-
High-Profile Tax Director Wanted
6 days ago
Cleveland, Ohio, United States HR Exchange Full timeHR Exchange is seeking a highly experienced and skilled Tax Manager/Director to join our team. As a director of taxation, you will be responsible for leading client engagements, managing tax and accounting assignments, and providing expert advice and guidance on tax matters.About the RoleThis role offers an excellent opportunity for a skilled tax...
-
Executive Director of Annual Giving
7 days ago
Cleveland, Ohio, United States Case Western Reserve University Full timeJob DescriptionPOSITION OBJECTIVEThe executive director of annual giving has primary responsibility to provide the strategic leadership of a university-wide comprehensive, multi-channel annual and special giving program, representing Case Western Reserve University's highest strategic priorities that impact CWRU¿s future and national reputation, to increase...
-
Development Executive Director
13 hours ago
Cleveland, Ohio, United States Hospice of the Western Reserve Full timeAbout the RoleThe Director of Development will be responsible for leading the major gifts fundraising efforts for Hospice of the Western Reserve (HWR) and its affiliates. This role requires a proven track record of successful fundraising, excellent communication skills, and the ability to build relationships with key stakeholders.Key ResponsibilitiesDevelop...
-
Executive Director
2 days ago
Cleveland, Ohio, United States Jobleads-US Full timeThe Executive Director will oversee all business aspects of the Symphony, including financial management, fundraising, marketing, audience development, labor relations, and organizational administration. Reporting to the Board of Directors and working in partnership with the Music Director, they will provide strategic leadership to advance the Symphony's...
-
Partnership Strategy Executive
2 days ago
Cleveland, Ohio, United States AEG Full timeAEG is committed to delivering exceptional experiences for our fans, team members, community, and the world. We strive to recruit individuals who will be enthusiastic and purposeful in carrying out our vision as Transformative Leaders in Sports and Entertainment.Job DescriptionThe Director of Partnership Strategy & Creative Solutions is responsible for...
-
Cleveland, Ohio, United States Cohen & Company Full timeWhat You'll Do Are you a seasoned accounting professional with a passion for exceptional client service and a strong background in tax strategy and wealth management? We have a unique opportunity for you to join our high net worth/family office team, where you'll provide personalized, high-touch service to clients navigating complex financial landscapes....
-
Executive Clinical Director
1 week ago
Cleveland, Ohio, United States Recruit Secure Full timeRecruit Secure, LLC is collaborating with a relatively new Substance Abuse and Mental Health outpatient facility that is seeking an experienced and dynamic Executive Clinical Director. The Executive Clinical Director is responsible for managing the facility's day-to-day operations, ensuring regulatory compliance, and implementing strategies and practices to...
-
Executive Clinical Director
3 days ago
Cleveland, Ohio, United States Recruit Secure Full timeRecruit Secure, LLC is collaborating with a relatively new Substance Abuse and Mental Health outpatient facility that is seeking an experienced and dynamic Executive Clinical Director. The Executive Clinical Director is responsible for managing the facility's day-to-day operations, ensuring regulatory compliance, and implementing strategies and practices to...
-
Cleveland, Ohio, United States Case Western Reserve University Full timeSalary GradeCase Western Reserve University is committed to providing a transparent estimate of the salary range available for this position at the time of its posting. The salary range is between $108,000 and $145,000, depending on qualifications, experience, department budgets, and industry data. Employees receive more than just a paycheck. University...
-
Senior Tax Advisor
4 days ago
Cleveland, Ohio, United States Cohen & Company Full timeCompany OverviewCohen & Company is a leading provider of tax advisory services to high net worth individuals and families. Our team of experienced professionals provides personalized, high-touch service to clients navigating complex financial landscapes.Job DescriptionWe are seeking an experienced Senior Tax Advisor to join our high net worth/family office...
-
Executive Director/Chief Executive Officer
4 weeks ago
Cleveland, Ohio, United States Destinationone Consulting Full timeJob Description destinationone Consulting specializes in recruitment across diverse sectors, including CleanTech, Education and EdTech, Government (Municipal, State/Provincial, and Federal), Health and MedTech, Healthcare and Wellness, Legal, Not-For-Profit, and Public Accounting. We are committed to building a robust talent databank, enabling our recruiters...
-
TAX Manager/Director
6 days ago
Cleveland, Ohio, United States HR Exchange Full timeTAX Director - CPA Firm - Cleveland, OH - $200- $250K This experienced Tax Manager - Director to join their growing team. This is an excellent opportunity for a skilled tax professional to lead and manage key client engagements while contributing to the firm's growth and success.Responsibilities: Manage tax and accounting assignments with a focus on accuracy...
-
High Net Worth Tax Strategist
59 minutes ago
Cleveland, Ohio, United States Cohen & Company Full timeJob SummaryWe are seeking a seasoned accounting professional with a passion for exceptional client service and a strong background in tax strategy and wealth management to join our high net worth/family office team.About the RoleProvide personalized, high-touch service to clients navigating complex financial landscapes.Deliver customized tax solutions,...
-
Head of Tax Planning and Strategy
1 day ago
Cleveland, Ohio, United States Century Business Services Full timeKey ResponsibilitiesAs our Director of Tax and Advisory Services, your key responsibilities will include:Expand revenue of existing clientsResponsible for short-term and long-term business planningIdentify business opportunities for CBIZ in addition to their individual practiceManage practice effectively meeting billing, realization, days outstanding and...
-
Director, Partnership Strategy
3 hours ago
Cleveland, Ohio, United States AEG Full timeIn order to be considered for this role, after clicking "Apply Now" above and being redirected, you must fully complete the application process on the follow-up screen.Cavaliers Holdings LLC is committed to delivering epic experiences for our fans, team members, community, and the world. Fueled by a diverse, equitable and inclusive culture, we strive to...