Senior Manager, Personal Tax Advisory Category Accounting/finance Location Cleveland, Oh
Fusion HCR LLC
Cleveland, OH, US
On-site
Manage high-net-worth client relationships
Oversee complex tax compliance engagements
Supervise managers and senior staff
Fusion HCR LLC is seeking a Senior Manager for Personal Tax Advisory in Cleveland, OH. The position entails managing high-net-worth client relationships, overseeing complex tax engagements, and leading a team of tax professionals
Job Summary
The role focuses on managing high-net-worth individual and business-owner client relationships while overseeing sophisticated tax engagements.
Candidates must possess deep experience in individual, fiduciary, and gift tax planning and compliance with strong leadership capabilities.
The position requires excellent organization, technical rigor, and the ability to manage multiple complex engagements simultaneously.
Matching Summary
Match Score: 85
Fusion HCR LLC is seeking a Senior Manager for Personal Tax Advisory in Cleveland, OH. The position entails managing high-net-worth client relationships, overseeing complex tax engagements, and leading a team of tax professionals.
Skills & Requirements
Must-have
Manage high-net-worth client relationships
Oversee complex tax compliance engagements
Supervise managers and senior staff
Nice-to-have
International individual tax planning experience
Business development and client expansion
Advanced degree in accounting or related field
Key Requirements
CPA certification required
Minimum of 10 years relevant tax experience
Extensive knowledge of flow-through entity taxation