CPA: 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-knit team 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 internal professionals 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 interaction and meaningful advisory work
\nCollaborative team of experienced professionals
\nFull-time or part-time schedule options possible
\nSustainable workload with a 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.
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