CPA: Tax Manager/Financial Planning Professional (Mayfield Heights)

CPA: Tax Manager/Financial Planning Professional – Family Office

Position Type: Full-Time and In-Person

Join a Premier Family Office Team

We 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.

As 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.

A Better Work/Life Experience

If 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.

Responsibilities

Prepare and review individual, trust, estate, and business tax returns

Provide proactive tax planning and advisory services

Work directly with clients and family members to address tax and financial matters

Collaborate with internal professionals on complex planning opportunities

Assist with tax research and special projects

Support long-term wealth preservation and family office objectives

Qualifications

CPA designation required

7-10 years of tax experience in public accounting, family office, or related environment

Strong knowledge of individual, trust, estate, and business taxation

Excellent communication and client relationship skills

Ability to work independently while contributing to a collaborative team culture

Financial planning experience is a plus, but not required

Certified Financial Planner/Personal Financial Specialist designations a plus

What We Offer

Highly competitive compensation package

Comprehensive benefits

Generous paid time off

Modern, professional office environment

Direct client interaction and meaningful advisory work

Collaborative team of experienced professionals

Full-time or part-time schedule options possible

Sustainable workload with a strong commitment to work-life balance

Apply 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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