Senior Tax Advisor

Job overview

The Senior Tax Advisor role is onsite in Akron, OH. The stated salary range starts at $150,000 per year; the posting also mentions a 20% bonus and sign-on bonus availability. Sequoia Financial Group is a registered investment advisor offering financial planning and wealth management services, with a purpose of enriching lives. The advisor manages individual and trust tax compliance and projections while serving as an internal tax resource and providing client-facing planning support. The role helps clients and advisors address tax needs through research, customized recommendations, and timely preparation and follow-up.

What you'll do

• Participate in and sometimes lead client meetings
• advise on tax planning and monitor tax law changes
• prepare, review, and complete individual and trust tax returns and projections
• conduct tax research and gather data
• prepare client materials
• organize agendas and meetings and follow up
• may assist with S corporation and partnership returns.

What we're looking for

Skills & competencies

senior tax advisor

akron oh

sequoia financial group

full-time

tax planning

individual tax returns

trust tax returns

tax projections

cpa required

wealth management

$150k+ starting salary

client advisory

Work arrangement

• Weekend coverage required

Benefits & perks

• Discretionary bonus opportunities, 401(k) match, medical, dental, and vision coverage
• the posting also mentions a 20% bonus and sign-on bonus availability.

Why this role

CPA designation, bachelor’s degree in accounting or finance, and 10+ years of individual and trust tax services experience required. Occasional travel may be required; applicants must be authorized to work in the United States without employer sponsorship.

About the employer

Sequoia Financial Group Llc is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.