Personal Tax Advisory Group Vice President Category Accounting/finance Location Cleveland, Oh

Fusion HCR LLC

Cleveland, Oh, US
On-site
High-net-worth client relationships
Complex tax engagements
Team leadership and mentorship
Fusion HCR LLC is seeking a Tax Vice President for their Personal Tax Advisory practice, focusing on high-net-worth individual and business-owner client relationships. The role demands extensive experience in tax planning, leadership skills, and the ability to manage complex engagements

Job Summary

  • Serve as the primary advisor for high-net-worth clients, ensuring all personal tax engagements are completed with exceptional quality and responsiveness.
  • Lead and mentor the Personal Tax Advisory management team, contributing to career development and team performance.
  • Drive business development opportunities and contribute to the growth of the practice.

Matching Summary

Match Score: 85

Fusion HCR LLC is seeking a Tax Vice President for their Personal Tax Advisory practice, focusing on high-net-worth individual and business-owner client relationships. The role demands extensive experience in tax planning, leadership skills, and the ability to manage complex engagements.

Skills & Requirements

Must-have

  • High-net-worth client relationships
  • Complex tax engagements
  • Team leadership and mentorship
  • International tax planning
  • Business development

Nice-to-have

  • Exceptional organizational skills
  • Strategic recommendation delivery
  • Client service standards

Key Requirements

  • CPA required
  • Minimum of 15 years of relevant tax experience
  • Advanced degree preferred
  • Demonstrated leadership skills
  • Strong technical knowledge of individual, fiduciary, gift, and flow-through entity taxation
  • Experience with international individual tax planning and compliance is preferred
  • Proficiency in tax preparation and planning software
  • Excellent written and verbal communication skills
  • Proven ability to manage multiple priorities
  • Experience in business development and relationship management

Work Rights

Not specified

Tailored Resume

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