*** Benefits are 100% Employer Paid***

*** Must reside in Northeast Ohio***

People Architects is partnering with Oak Tree Holdings to identify and hire a Senior Tax Associate

This individual is responsible for tax compliance and planning for high-net-worth individuals and family entity clients served by a single-family office. Individual will work with tax associates and senior-level team members.

Senior Tax Associate

Purpose: This individual is responsible for tax compliance and planning for high-net-worth individuals and family entity clients served by a single-family office. Individual will work with tax associates and senior-level team members.

Essential Duties:

• Prepares and reviews individual, grantor & non-grantor trust, partnership and non-profit tax returns.
• Experience with gift tax returns a plus. Prepares and reviews quarterly individual and trust income tax projections using BNA income tax planner.
• Ensures projects are supported by accurate and detailed workpaper support
• Researches and resolves complex tax issues; ensures adherence to research standards
• Provides on-going development, motivation and technical training to tax associates
• Actively participates in client discussions and meetings, advancing planning ideas to senior-level team members.
• Self-manages projects, maintaining flexibility for unanticipated issues and reaching out to senior-level team members as needed to prioritize
• Updates job knowledge by participating in educational opportunities, reading professional publications, and maintaining personal networks

Specialized Knowledge/Skills:

• Has highly developed, detail orientated problem solving, analytical and critical thinking skills
• Possesses good time management and has a proactive communication style
• Monitors processes to seek efficiencies and leverage technological resources
• Presents information effectually and able to respond to questions from groups of managers and clients
• Writes accurate and professional business reports, correspondence and meeting notes
• Handles the most basic to the most complex of activities with the same energy and passion
• Flexible with respect to changing work priorities, workflow and assignments

Experience/Educational Requirements:

• Bachelor’s degree in accounting & Certified Public Accountant (CPA)
• Minimum of 3 years tax experience working in a public accounting or family office environment, with exposure to high net-worth clients
• Proficient in Microsoft Office applications with advanced Excel and Adobe Professional skills

Work Environment:

Family office environment based out of Valley City near Cleveland, Ohio. Full time position with flexibility to consider remote working.