Tax Director

Job Description

Job Description

Sequoia Financial Group is a growing Registered Investment Advisor (RIA), headquartered in Northeast Ohio, offering financial planning and wealth management services. At Sequoia, we exist with a singular purpose: to enrich lives. Our values define how we behave and guide us through the pursuit of our purpose to enrich lives. At Sequoia, our core values are:

• Integrity. We act in the best interests of others by providing an honest, consistent experience for our clients and team.
• Passion . We pursue our full potential, seeking to continually enhance and evolve our ability to serve our clients and team.
• Teamwork. We subordinate our egos to work together for the benefit of our clients.

Our promise to team members is that you will grow with us. From experienced advisors to new college grads to transitioning principals, every team member will find Sequoia a place to refine their professional mission, move into new opportunities, go deeper, and lead further. We are built to help you build a career here as a long-term contributor in our work to enrich lives for generations.

Summary of the position

The Tax Director works closely with the advisory team to deliver clients integrated wealth management services, providing proactive tax-related planning and serving as a tax resource for client relationships. As a member of the Tax Team, the Tax Director prepares, reviews, and completes individual and trust tax returns as well as tax projections.

We are targeting a base salary range of $90,000 to $170,000 for this position depending on experience, along with bonus incentives and a competitive benefits package provided to our employees.

Responsibilities

• Serves as a tax resource for the firm’s client base. Participates, sometimes leading, client meetings with advisors
• Serves as an internal firm expert on tax planning, including staying current on tax law/code changes and their applicability to client situations
• Provides direct client service both individually and collaboratively and may rely on technical specialists from multiple functional areas to develop customized recommendations
• As an individual contributor, has responsibility for the preparation, review, and completion of individual and trust tax returns and tax projections
• Responsible for ensuring that all tax-related research and data gathering is complete, and presentation materials are prepared in a timely fashion for clients and prospects
• Works within a defined technology system where client contact is made on a proactive basis. Assists in preparing agendas, organizing plans, presenting to tax clients and prospects, anticipating and scheduling tax-related meetings, and providing appropriate follow-up
• May assist with small business tax work, including S Corporation and partnership tax returns

Required Skills/Experience

• A bachelor’s degree, with a major in accounting or finance
• Certified Public Accounting (CPA) designation OR Enrolled Agent (EA) designation
• 5-10+ years of experience in providing individual and trust tax services
• Proficiency with tax software solutions
• Strong acumen with MS Office tools
• Developed set of communications skills

Preferred Skills/Experience

• Experience using client relationship management software (such as Salesforce and Tamarac)
• Prior experience in Wealth Management

Competencies

• Strong organizational skills and detail-oriented
• Ability to self-manage and prioritize day-to-day work and projects; be able to work with deadlines; possess the ability to be flexible
• Possess a demonstrated ability to foster and maintain deep, long-term, respectful, and productive relationships with clients and Sequoia team members
• Maintains strict standards of confidentiality, as well as the highest ethical and fiduciary standards of due care and concern for the client, our team members, and our firm