Senior Manager, Personal Tax Advisory Job at Fusion HCR, Cleveland, OH

cjJQRkQ1MDFEWnV6cHNBRTFaT1RWeWVGMWc9PQ==
  • Fusion HCR
  • Cleveland, OH

Job Description

Our client is seeking a Tax Senior Manager . This role focuses on managing high-net-worth individual and business-owner client relationships, overseeing sophisticated tax engagements, and leading a team of tax professionals.

The ideal candidate brings deep experience in individual, fiduciary, and gift tax planning and compliance, along with strong leadership capabilities. Experience in international individual tax planning is highly desirable. This role requires excellent organization, technical rigor, and the ability to manage multiple complex engagements simultaneously.

Key Responsibilities

  • 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.

  • Provide technical guidance on flow-through entity taxation as it impacts clients’ personal returns.

  • Supervise managers and senior staff, contributing to training, development, and performance management.

  • Lead the execution of increasingly complex assignments within the Individual Tax specialty.

  • Conduct tax research and communicate findings clearly to clients and internal teams.

  • Participate in business development and client relationship expansion opportunities.

Qualifications

  • CPA required.

  • Minimum of 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, as well as Microsoft Office applications.

  • Strong written and verbal communication skills.

  • Ability to manage multiple engagements and maintain high service standards.

  • Experience supporting business development activities.

Job Tags

Work at office,

Similar Jobs

University of Maryland Medical System

Registered Nurse (RN) Cardiac Surgery PCU, 20K SignOn Bonus Job at University of Maryland Medical System

 ...or eligible to practice due to Compact state agreements outlined through the MD Board of Nursing, is required. # As of July 1, 2013 BSN or Conferred BSN degree required. # Current CPR certification required. # Relevant clinical work experience related to practice... 

Jennmar

Heavy Equipment Operator Job at Jennmar

JENNMAR Services, a staffing company specializing in employee placement for the energy industry, is currently seeking a Heavy Equipment Operator for one of our customers in the City/State area. These are full-time positions with competitive salary and benefits available... 

McCormick & Company

Manager, Global Organizational Effectiveness (HYBRID) Job at McCormick & Company

 ...work. We are looking to hire an Manager, Global Organizational Effectiveness immediately in a Hybrid (50/50) capacity...  ...we do. Required Qualifications ~ Degree in Industrial/Organizational Psychology, Organisational Development, HR, Business, or a... 

Northeastern University

Assistant/Associate Teaching Professor, Marine and Environmental Sciences, Introductory Biostat[...] Job at Northeastern University

 ...Department of Marine and Environmental Sciences at Northeastern University in Boston, Massachusetts...  ....***Position Type**Academic**Additional Information**Northeastern University considers factors such as candidate work experience, education and skills when extending an offer.... 

Lifted, an Upwork Company™

Luxe Home Consultant (Big Sky Montana Ski Resort, USA) Job at Lifted, an Upwork Company™

 ...An enterprise client is seekinga Luxe Home Consultant to ensure their homes in Big Sky Montana Ski Resort meet impeccable standards for their guests. Our client isan American company operating anonline marketplacefor short- and long-termhomestaysand experiences...