Description

Are you a tax professional seeking an opportunity to grow in a collaborative and supportive environment? We’re looking for an experienced individual to join our expanding Tax Department! In this role, you’ll focus on individual, trust, and business tax planning, as well as reviewing complex tax returns.

Company Culture and Environment

We believe in investing in our team and fostering a culture of professional and personal growth. Our environment is supportive and collaborative, aiming to help individuals thrive in their careers.

Career Growth and Development Opportunities

We offer mentorship programs and ongoing learning opportunities to support your professional development.

Detailed Benefits and Perks

• Hybrid work schedule – balance work and life with flexibility.
• CPA exam reimbursement – support for your professional goals.
• Professional yet relaxed dress code – denim-friendly office.
• Competitive compensation & benefits – including 401(k) with company contributions.
• Paid holidays & more – because work-life balance matters.

Compensation and Benefits

Salary: $85,000+ (commensurate with experience)

Why you should apply for this position today

We’re committed to building an inclusive and welcoming workplace for all. If you’re ready to take the next step in your career, we’d love to hear from you!

Skills

• Strong verbal and written communication skills with the ability to maintain confidentiality.
• Excellent attention to detail and organizational skills.
• Ability to pass a background check.
• Flexibility to work additional hours as needed.

Responsibilities

• Lead client engagements from start to finish, including planning, execution, and timely completion of tax projects.
• Provide strategic tax planning advice to help clients minimize liabilities while staying compliant.
• Stay current on tax laws and regulations, ensuring compliance and identifying opportunities for tax savings.
• Review complex individual, trust, and business tax returns, including estate and gift tax filings (Forms 706, 709, 1041, etc.).
• Supervise and mentor Associates and Senior Associates, providing feedback and supporting their career growth.
• Collaborate with team members on tax engagements to ensure efficiency and accuracy.
• Build and maintain relationships with external tax advisors and government agencies.

Qualifications

• Bachelor’s degree in Accounting, Finance, or a related field (Master’s degree preferred).
• CPA or EA designation preferred.
• Experience in tax planning and compliance for trusts, estates, and high-net-worth individuals.

Education Requirements

• Bachelor’s degree in Accounting, Finance, or a related field

Education Requirements Credential Category

• Bachelor’s degree (Master’s degree preferred)

Experience Requirements

• Experience in tax planning and compliance for trusts, estates, and high-net-worth individuals.

Why work in Westlake, OH

Westlake offers a suburban charm with easy access to metropolitan amenities. The area is known for its community-focused lifestyle, quality education options, and a variety of recreational activities. With a welcoming atmosphere and strong local economy, Westlake provides a great environment for both personal and professional growth.