Tax Associate - Experienced Staff or Senior

  • Job ID:

    4882

  • Pay rate range:

    $40/hr - $60/hr

  • City:

    Cleveland

  • State:

    OH

  • Duration:

    04/30/2025 - 04/30/2028

  • Job Type:

    Direct Hire

  • Job Description:

    Tax Staff or Senior – High Net Worth (Hybrid – Cleveland, OH)


    Compensation: $75,000 – $120,000 base salary, depending on experience

    Staff-level candidates (1–2 years) typically fall in the $75K–$95K range, while experienced Seniors may earn up to $120K.


    We’re working with a growing professional services firm seeking a Tax Staff or Senior to join their high net worth (HNW) practice. This role offers hands-on experience with complex tax compliance and planning for affluent individuals, families, and trusts. The ideal candidate is looking to expand their expertise in a collaborative, fast-paced environment that values technical growth and client service.


    Key Responsibilities:

    1. Prepare and/or review individual tax returns (Form 1040), including multi-state filings for HNW individuals and families
    2. Assist in preparing fiduciary tax returns (Form 1041) for trusts
    3. Support development and execution of tax-efficient strategies tailored to each client’s financial and estate planning goals
    4. Remain current on tax regulations and industry updates to ensure compliant, proactive guidance
    5. Collaborate with team members on estate, trust, and wealth transfer strategies
    6. Deliver responsive, high-quality client service and build long-term relationships based on trust and expertise
    7. Work closely with internal teams to ensure accurate, timely filings
    8. Mentor junior team members, contributing to a supportive and growth-oriented team culture
    9. Bring initiative and attention to detail to every aspect of the role


    Qualifications:

    1. Bachelor’s degree in Accounting (required)
    2. CPA license or on track to obtain it
    3. 1–3 years of tax experience, ideally focused on high net worth individuals, families, and/or trusts
    4. Strong communication skills and ability to explain complex tax concepts clearly
    5. Proficiency in Microsoft Excel, Outlook, Word, and Adobe; experience with tax software is a plus
    6. Motivated to learn, grow, and succeed in a client-focused environment


    Location: Cleveland, OH (Hybrid work structure – in-office and remote blend)


    #PCFA #LI-Hybrid #TaxJobs #HighNetWorth #ClevelandCareers
Apply to Job

Add Performance Rater (for Prior Role)

© 2025 PeopleCaddie. All rights reserved.

Contractor Sign Up

Already have an account? Sign In

Log In

Create Account
Forgot Password?

Request a client demo

PeopleCaddi Logo
Hi, .

Create a password to view invite-only contractor profiles and send interview requests

By clicking Join Now, you agree to PeopleCaddie’s Terms of Use and Privacy Policy.

Already have a PeopleCaddie account? Sign in

PeopleCaddie ©2025

Client Registration Request

Already have an account? Sign In

Thank you for registering
with PeopleCaddie!

An activation email has been sent to your email address containing your temporary password and a convenient link to PeopleCaddie’s Client Portal. Just log in and begin creating job orders!

Thank you for registering.

Start by filling out your profile.

Forgot Password?

Enter your E-Mail to help us identify you.