Job Description
CPA: Tax Manager/Financial Planning Professional – Family Office
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Position Type: Full-Time and In-Person
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Join a Premier Family Office Team
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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.
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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.
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A Better Work/Life Experience
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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.
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Responsibilities
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Prepare and review individual, trust, estate, and business tax returns
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Provide proactive tax planning and advisory services
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Work directly with clients and family members to address tax and financial matters
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Collaborate with internal professionals on complex planning opportunities
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Assist with tax research and special projects
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Support long-term wealth preservation and family office objectives
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Qualifications
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CPA designation required
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7-10 years of tax experience in public accounting, family office, or related environment
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Strong knowledge of individual, trust, estate, and business taxation
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Excellent communication and client relationship skills
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Ability to work independently while contributing to a collaborative team culture
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Financial planning experience is a plus, but not required
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Certified Financial Planner/Personal Financial Specialist designations a plus
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What We Offer
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Highly competitive compensation package
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Comprehensive benefits
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Generous paid time off
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Modern, professional office environment
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Direct client interaction and meaningful advisory work
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Collaborative team of experienced professionals
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Full-time or part-time schedule options possible
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Sustainable workload with a strong commitment to work-life balance
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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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