Senior Manager, Personal Tax Advisory Category Accounting/finance Location Cleveland, Oh

Fusion HCR LLC

Cleveland, Oh, US
**
High-net-worth client management
Individual, fiduciary, gift tax planning
Team leadership and development
** Fusion HCR LLC is seeking a Senior Manager for Personal Tax Advisory in Cleveland, OH, focusing on managing high-net-worth individual and business-owner client relationships. The ideal candidate should have extensive tax planning experience, strong leadership skills, and the ability to handle complex engagements. **

Job Summary

  • Manage a portfolio of high-net-worth clients, ensuring exceptional service and timely delivery of all tax-related work.
  • Oversee and review complex individual, fiduciary, and gift tax compliance and planning engagements.
  • Supervise managers and senior staff, contributing to training, development, and performance management.

Matching Summary

Match Score: 75

** Fusion HCR LLC is seeking a Senior Manager for Personal Tax Advisory in Cleveland, OH, focusing on managing high-net-worth individual and business-owner client relationships. The ideal candidate should have extensive tax planning experience, strong leadership skills, and the ability to handle complex engagements. **

Skills & Requirements

Must-have

  • High-net-worth client management
  • Individual, fiduciary, gift tax planning
  • Team leadership and development
  • Complex tax engagements oversight
  • International individual tax planning

Nice-to-have

  • Business development participation
  • Client relationship expansion

Key Requirements

  • CPA required
  • Minimum 10 years of relevant tax experience
  • Advanced degree preferred
  • Strong leadership and team management skills
  • Extensive knowledge of individual, fiduciary, gift, and flow-through entity taxation
  • Experience with international individual tax planning and compliance preferred
  • Proficiency with tax preparation and planning software
  • Strong written and verbal communication skills
  • Ability to manage multiple engagements

Work Rights

Not specified

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