Personal Tax Advisory Group Vice President

2 weeks ago

Cleveland, OH, United States Fusion HCR Full time

Our client is seeking an experienced Tax Vice President to join our Personal Tax Advisory practice. This executive-level role is responsible for overseeing high-net-worth individual and business-owner client relationships, managing complex tax engagements, and leading a team of tax professionals.

The ideal candidate is a seasoned personal tax advisor with deep expertise in individual, fiduciary, and gift tax planning and compliance. Experience with international tax planning for individuals is highly preferred. This role requires strong leadership abilities, exceptional organizational skills, and the capability to manage multiple sophisticated engagements simultaneously.

Key Responsibilities

  • Serve as the primary advisor for high-net-worth clients, ensuring all personal tax engagements are completed with exceptional quality and responsiveness.
  • Oversee and review complex individual, fiduciary, and gift tax planning and compliance matters.
  • Provide guidance on flow-through entity taxation as it impacts clients' personal tax situations.
  • Lead and mentor the Personal Tax Advisory management team, contributing to career development and team performance.
  • Conduct advanced tax research and deliver strategic recommendations.
  • Drive business development opportunities and contribute to the growth of the practice.
  • Manage the execution of large and complex assignments within the Individual Tax specialty area.
Qualifications
  • CPA required.
  • Minimum of 15 years of relevant tax experience; an advanced degree is preferred.
  • Demonstrated leadership skills with experience managing and mentoring teams.
  • Strong technical knowledge of individual, fiduciary, gift, and flow-through entity taxation.
  • Experience with international individual tax planning and compliance is preferred.
  • Proficiency in tax preparation and planning software; strong command of Microsoft Office applications.
  • Excellent written and verbal communication skills.
  • Proven ability to manage multiple priorities and maintain exceptional client service standards.
  • Experience in business development and relationship management.

  • Tax Vice President

    4 days ago

    Cleveland, OH, United States Meaden & Moore Full time

    Job Description Job Description Firm: Meaden & Moore is a leading CPA and business consulting firm, recognized for excellence in both the workplace and with our clients. We are a nine-time winner of The Plain Dealer's Top Workplaces, a seven-time recipient of Ohio Magazine's Best Places to Work and consistently ranked among the Top 50 Best of the Best Firms...

  • Tax Vice President

    4 days ago

    Cleveland, OH, United States Meaden & Moore Full time

    Job Description Job Description **Firm: ** Meaden & Moore is a leading CPA and business consulting firm, recognized for excellence in both the workplace and with our clients. We are a nine-time winner of The Plain Dealer’s Top Workplaces, a seven-time recipient of Ohio Magazine’s Best Places to Work and consistently ranked among the Top 50 Best of the...

  • Tax Senior Manager- Personal Tax Advisory Group

    2 weeks ago

    Cleveland, OH, United States Spartan Placements LLC Full time

    Tax Senior Manager- Personal Tax Advisory GroupDetails: Serve as a personal tax advisor for high net worth individuals and business owners Manage client relationships and oversee all aspects of tax engagements Provide expertise in individual, fiduciary, and gift tax compliance and planning Support international tax planning and compliance for individuals...

  • Tax Senior Manager- Personal Tax Advisory Group

    4 days ago

    Cleveland, OH, United States Spartan Placements LLC Full time

    Tax Senior Manager- Personal Tax Advisory GroupDetails: Serve as a personal tax advisor for high net worth individuals and business owners Manage client relationships and oversee all aspects of tax engagements Provide expertise in individual, fiduciary, and gift tax compliance and planning Support international tax planning and compliance for individuals...

  • Vice President, Investment Banking

    1 day ago

    Cleveland, OH, United States Fifth Third Bank, N.A. Full time

    Make banking a Fifth Third better® We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: Provide leadership in the pitching and execution of M&A and Strategic Advisory engagements while providing support to IB's Sr. Managing Director in the day to day...

  • Vice President of Marketing and Strategy

    23 minutes ago

    Cleveland, OH, United States Horizon Hospitality LLC Full time

    We are seeking a talented Vice President of Marketing and Strategy for a family-owned hospitality company located just southeast of Cleveland. This company is known for its commitment to quality, innovation, and personalized service. This is an excellent opportunity for a hospitality professional looking to lead a respected organization that values...

  • Vice President of Marketing and Strategy

    2 days ago

    Cleveland, OH, United States Horizon Hospitality LLC Full time

    We are seeking a talented Vice President of Marketing and Strategy for a family-owned hospitality company located just southeast of Cleveland. This company is known for its commitment to quality, innovation, and personalized service. This is an excellent opportunity for a hospitality professional looking to lead a respected organization that values...

  • Vice President of Marketing and Strategy

    3 days ago

    Cleveland, OH, United States Horizon Hospitality LLC Full time

    Overview We are seeking a talented Vice President of Marketing and Strategy for a family-owned hospitality company located just southeast of Cleveland. This company is known for its commitment to quality, innovation, and personalized service. This is an excellent opportunity for a hospitality professional looking to lead a respected organization that values...

  • Vice President of Network Operations Center

    9 hours ago

    Cleveland, OH, United States Bluebird Network Full time

    DescriptionABOUT THE COMPANY: Bluebird Fiber is a premier fiber telecommunications provider of internet, data transport, and other services to carriers, businesses, schools, hospitals, and other enterprises in the Midwest. To learn more, please visit bluebirdfiber.com. Join an amazing team of telecommunications professionals! Bluebird is a dynamic, growing...

  • Vice President of External Communications

    6 hours ago

    Cleveland, OH, United States Federal Reserve Bank Full time

    Company Federal Reserve Bank of Cleveland The Federal Reserve Bank of Cleveland’s mission is to foster the stability, integrity, and efficiency of the nation’s monetary, financial, and payment systems while representing the Fourth District perspectives. As part of the nation’s central bank, we are a team of mission-driven professionals who are...