Tax Advisor

District Partners LLC

Tax Advisor

Cleveland, OH
Full Time
Paid
  • Responsibilities

    Looking to add excitement to your tax career? Our client has engaged us to find a skilled Tax professional to join their team in a role that breaks away from the ordinary. This position offers a rare opportunity to work with a unique clientele of high-net-worth individuals and professional athletes. You heard that right — major leaguers need major tax advisors. In this role, you’ll handle a diverse and engaging portfolio, including individual, corporate, trust, and non-profit tax returns. You'll also supervise financial statement preparation and ensure compliance with federal, state, and local tax regulations. If you're ready to step into a role that combines complexity with high-profile client work, this could be your chance to make it in the big leagues.

    Responsibilities:

    • Prepare and review individual, S Corporation, C Corporation, Partnership, LLC, non-profit, gift, trust, Canadian, FBAR, general excise/use, and personal property tax returns for high-net-worth clients.
    • Work closely with various departments on tax planning, including quarterly estimates and year-end projections.
    • Research athletes’ schedules for duty day calculations and amend tax returns for new clients to optimize tax benefits.
    • Act as Power of Attorney during IRS audits, prepare supporting documentation, and liaise with government agencies to secure timely tax refunds.
    • Serve as bookkeeper/controller for client entities, prepare journal entries, and ensure the accuracy of general ledgers and financial statements.
    • Organize and lead independent audits for non-profit foundations, ensuring compliance with GAAP and transitioning financials from cash-basis to accrual-basis.
    • Provide expert advice, stay abreast of industry trends, and communicate solutions proactively to clients and team members.

    Qualifications:

    • Bachelor’s degree in Accounting or a related field.
    • CPA certification or CPA candidate status required. Preference given to candidates who have already received their CPA certification.
    • Minimum of two years’ experience in tax, accounting, or a related field.
    • Strong knowledge of current tax laws, especially related to high-net-worth individuals and professional athletes.
    • Familiarity with Generally Accepted Accounting Principles (GAAP).
    • Excellent verbal and written communication skills, with the ability to effectively interact with high-profile clients and their advisors.
    • Proficient in Microsoft Office and specialized tax/accounting software, including GoSystem Tax RS, SurePrep, and Bloomberg Tax.
    • Strong critical-thinking abilities, with experience in managing complex projects and meeting tight deadlines.
    • Maintain confidentiality and demonstrate a high level of integrity in all professional practices.

    About Our Client:

    Our client is a leading independent wealth management firm providing comprehensive financial services to high-net-worth individuals, families, and institutions. With a strong commitment to personalized client service, the firm offers a broad range of solutions including investment management, financial planning, and tax advisory. Their team-oriented culture fosters collaboration and innovation, ensuring that clients receive the highest level of expertise and support.

    Featured Benefits:

    • Compensation: Competitive salary with discretionary bonus opportunities.
    • Healthcare: Comprehensive medical, dental, and vision insurance.
    • Retirement: 401(k) plan with employer contributions.
    • Work-Life Balance: Paid maternity and parental leave.
    • Professional Development: Tuition reimbursement for continuing education.

    Join our client's team and be a part of a supportive and collaborative environment, where your expertise and insights are valued and utilized to their fullest potential.

  • Compensation
    $75,000-$85,000 per year