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

Preferred Skills / Experience

Seniority Level

Director

Employment Type

Full‑time

Job Function

Accounting / Auditing and Finance

Benefits

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