🚀 Tax Director

About Sequoia Financial Group

Sequoia Financial Group is a growing Registered Investment Advisor (RIA), headquartered in Northeast Ohio, offering financial planning and wealth management services. At Sequoia, we exist with a singular purpose: to enrich lives. Our core values are integrity, passion, and teamwork.

Job Summary

The Tax Director works closely with the advisory team to deliver clients integrated wealth management services, providing proactive tax‑related planning and serving as a tax resource for client relationships. As a member of the Tax Team, the Tax Director prepares, reviews, and completes individual and trust tax returns as well as tax projections.

Responsibilities

• Serves as a tax resource for the firm’s client base and participates, sometimes leading, client meetings with advisors.
• Serves as an internal firm expert on tax planning, staying current on tax law/code changes and their applicability to client situations.
• Provides direct client service both individually and collaboratively, relying on technical specialists from multiple functional areas to develop customized recommendations.
• As an individual contributor, prepares, reviews, and completes individual and trust tax returns and tax projections.
• Ensures all tax‑related research and data gathering is complete, and prepares presentation materials in a timely fashion for clients and prospects.
• Works within a defined technology system, proactively scheduling tax‑related meetings, preparing agendas, and providing follow‑up.
• May assist with small business tax work, including S Corporation and partnership tax returns.

Required Skills/Experience

• Bachelor’s degree, major in accounting or finance.
• Certified Public Accounting (CPA) designation OR Enrolled Agent (EA) designation.
• 5–10+ years experience in providing individual and trust tax services.
• Proficiency with tax software solutions.
• Strong acumen with MS Office tools.
• Developed set of communication skills.

Preferred Skills/Experience

• Experience using client relationship management software (e.g., Salesforce, Tamarac).
• Prior experience in wealth management.
• Strong organizational skills and detail‑oriented.
• Ability to self‑manage and prioritize day‑to‑day work and projects; flexibility with deadlines.
• Ability to foster and maintain deep, long‑term, respectful, and productive relationships with clients and team members.
• Maintains strict confidentiality and upholds the highest ethical and fiduciary standards.

Seniority Level

Director

Employment Type

Full‑time

Job Function

Accounting/Auditing and Finance

Benefits

• Medical insurance
• Vision insurance
• 401(k) plan
• Paid maternity leave
• Paid paternity leave
• Tuition assistance

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