Senior Tax Advisor

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    "requisitionDescription": "<div><div><p>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:</p><ul><ul><li><strong>Integrity.</strong>&nbsp; We act in the best interests of others by providing an honest, consistent experience for our clients and team.&nbsp;</li><li><strong>Passion</strong>. We pursue our full potential, seeking to continually enhance and evolve our ability to serve our clients and team.</li><li><strong>Teamwork.&nbsp;</strong>We subordinate our egos to work together for the benefit of our clients.&nbsp;</li></ul></ul><p>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.</p><p>The Tax Advisor is a senior-level individual contributor on Sequoia Financial Group&#39;s Tax Team who operates at the intersection of hands-on tax compliance and strategic client-facing advisory work &mdash; managing the full lifecycle of individual and trust tax returns and projections, while also serving as the firm&#39;s internal subject matter expert on evolving tax law. Beyond the technical work, this role carries real client relationship responsibility: the Tax Advisor actively participates in and sometimes leads client meetings alongside advisors, manages proactive outreach, prepares agendas, and ensures timely follow-up &mdash; all with a high standard of confidentiality and fiduciary care. Working collaboratively across functional areas, they develop customized tax planning recommendations for high-net-worth clients and may also support small business tax work including S Corporation and partnership returns. The ideal candidate holds a CPA, brings 10+ years of individual and trust tax experience, is highly organized and self-directed with strong communication skills, and ideally has prior wealth management experience.&nbsp;</p><h3 data-pasted=\"true\">Responsibilities&nbsp;</h3><ul><li><span style=\"--original-color: #222222;color: #222222;\">Serves as a tax resource for the firm&rsquo;s client base. Participates, sometimes leading, client meetings with advisors.</span></li><li><span style=\"--original-color: #222222;color: #222222;\">Serves as an internal firm expert on tax planning, including staying current on tax law/code changes and their applicability to client situations.</span></li><li><span style=\"--original-color: #222222;color: #222222;\">Provides direct client service both individually and collaboratively and may rely on technical specialists from multiple functional areas to develop customized recommendations.</span></li><li><span style=\"--original-color: #222222;color: #222222;\">As an individual contributor, has responsibility for the preparation, review, and completion of individual and trust tax returns and tax projections.</span></li><li><span style=\"--original-color: #222222;color: #222222;\">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.</span></li><li><span style=\"--original-color: #222222;color: #222222;\">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.</span></li><li><span style=\"--original-color: #222222;color: #222222;\">May assist with small business tax work, including S Corporation and partnership tax returns.</span></li></ul><h3>Required Skills/Experience</h3><ul><li><span style=\"--original-color: #222222;color: #222222;\">A bachelor&rsquo;s degree, with a major in accounting or finance&nbsp;</span></li><li>Certified Public Accounting (CPA) designation required</li><li><span style=\"--original-color: #222222;color: #222222;\">10+ years of experience in providing individual and trust tax services</span></li><li><span style=\"--original-color: #222222;color: #222222;\">Proficiency with tax software solutions&nbsp;</span></li><li><span style=\"--original-color: #222222;color: #222222;\">Strong acumen with MS Office tools.</span></li><li>Developed set of communications skills&nbsp;</li></ul><h3>Preferred Skills/Experience</h3><ul><li>Experience using client relationship management software (such as Salesforce and Tamarac)</li><li>Prior experience in Wealth Management&nbsp;</li></ul><h3>Competencies</h3><ul><li><span style=\"--original-color: #222222;color: #222222;\">Strong organizational skills and detail-oriented</span></li><li><span style=\"--original-color: #222222;color: #222222;\">Ability to self-manage and prioritize day-to-day work and projects; be able to work with deadlines; possess the ability to be flexible.</span></li><li><span style=\"--original-color: #222222;color: #222222;\">Possess a demonstrated ability to foster and maintain deep, long-term, respectful, and productive relationships with clients and Sequoia team members.</span></li><li><span style=\"--original-color: #222222;color: #222222;\">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.</span></li><li>Strong communicator and collaborative team player who builds productive relationships with clients and colleagues alike.</li></ul></div></div>\n",
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