iLocatum
Tax Vice President - High-Net-Worth Personal Tax
Tax Vice President, High-Net-Worth Personal Tax
Location: Cleveland, OH (Akron or Wooster also available; flexible hybrid)
Job Type: Full-time
Pay: $200,000 to $250,000 per year, plus discretionary year-end bonus
Lead a Personal Tax Advisory Group serving high-net-worth individuals and business owners across Northeast Ohio.
Must-Haves
- CPA
- 15+ years of relevant tax experience
- Expertise in individual, fiduciary, and gift tax compliance and planning
- Strong knowledge of flow-through entity taxation and tax research
- Proven business development track record
- Strong leadership and team management skills
- Proficiency with tax software and Microsoft Office
What You’ll Do
- Lead complex high-net-worth client relationships and tax engagements
- Oversee large, intricate individual tax assignments
- Supervise and mentor the tax management team
- Ensure personal tax engagements exceed client expectations
- Drive business development and grow the practice
Nice-to-Haves
- International tax planning and compliance experience
- Advanced degree (MST, JD, or LLM)
- Trust and estate tax planning experience
Compensation and Benefits
- $200,000 to $250,000 base salary
- Discretionary year-end bonus
- 401(k) match and profit sharing
- Medical, dental, and vision coverage
- Generous PTO, paid holidays, and parental leave
- Flexible and hybrid work arrangements
- Professional development and certification support
- New business and referral bonuses
About the Company
Our client is a well-established Northeast Ohio CPA firm with offices in Cleveland, Akron, and Wooster.
To apply, submit your resume for consideration.
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