Job Description

Job Description

The Opportunity

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Generations Wealth is an independent wealth management firm serving individuals and families through integrated investment management, financial planning, tax planning and compliance, estate-planning coordination, and family office services.

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We are seeking an experienced Tax Practice Leader to lead our tax function and provide sophisticated tax planning, compliance, and advisory services to approximately 60 high net worth and ultra-high-net-worth families.

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This position offers an opportunity to practice at a high technical level outside the traditional public-accounting model. The successful candidate will own the complete tax relationship, collaborate with a multidisciplinary advisory team, and help shape the firm’s tax processes, technology, and future direction.

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What You’ll Do

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• Lead the tax practice and annual compliance cycle , overseeing workflows, calendars, technology, documentation, quality controls, information gathering, preparation, review, e-filing, extensions, payments, and follow-up across federal, state, and local individual, trust, limited partnership, and related returns through signature-ready completion.
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• Provide year-round tax planning and advisory services related to estimated taxes, withholding, charitable giving, retirement contributions and distributions, investments, concentrated positions, trusts, estates, liquidity events, and other significant financial decisions.
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• Review financial statements and bookkeeping records for closely held businesses, identify necessary tax-basis and year-end adjustments, and coordinate with business owners and bookkeepers.
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• Research complex tax matters and translate technical authority into practical, well-supported recommendations.
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• Serve as a trusted client adviser , communicating a variety of all kinds of tax issues clearly and integrating tax considerations into clients' broader financial, investment, estate, and personal decisions.
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• Manage tax notices and correspondence with federal, state, and local taxing authorities.
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• Collaborate with financial, investment, estate-planning, legal, and other client advisers to deliver integrated solutions.
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• Shape the future of the tax practice by advising firm leadership on staffing, capacity, technology, risk management, processes, and opportunities to enhance client service.
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What We’re Looking for

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·        Active CPA license and bachelor’s degree in accounting, taxation, or a related field.

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·        8–10+ years of progressive tax experience , with significant expertise in complex individual tax compliance and planning.

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·         Experience serving high-net-worth or ultra-high-net-worth individuals and families.

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·         Strong experience preparing and/or reviewing sophisticated individual tax returns.

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·         Experience with individual and trust, and/or closely held business tax matters strongly preferred.

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·         Ability to review financial statements and bookkeeping records, identify necessary adjustments, and coordinate effectively with bookkeepers and business owners.

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·         Strong tax research, written and verbal communication, client-service, organizational, and project-management skills.

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·         Ability to work independently, manage multiple priorities, and exercise sound judgment while collaborating within an integrated advisory team.

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·         Experience leading professionals and/or improving tax workflows and quality-control processes preferred.

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·         Master of Taxation, LL.M. in Taxation, CFP® certification, or another advanced credential preferred but not required.

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·         Proficiency with tax-preparation and secure document-management systems; familiarity with CCH Axcess Suite preferred.

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The Ideal Candidate

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The ideal candidate is a technically strong tax professional who combines sound judgment, organization, responsiveness, and a high level of ownership. They take personal responsibility for delivering accurate, well-supported work while building trusted client relationships and collaborating effectively across the firm. They are comfortable working autonomously, navigating complex issues, and remaining calm and thoughtful during deadline-driven periods.

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Why Generations Wealth

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This role offers the opportunity to:

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• Build enduring relationships with a select group of high-net-worth and ultra-high-net-worth families.
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• Integrate tax strategy with clients' broader financial, investment, estate, and personal decisions.
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• Lead and shape an established tax practice within a multidisciplinary family office.
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• Work alongside experienced professionals across tax, investments, financial planning, estate planning, and family office services.
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• Perform sophisticated, meaningful work in an environment designed around sustainable expectations and long-term client relationships, not the traditional public-accounting overtime model.
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Location and Application

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Generations Wealth, LLC

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7707 Camargo Road

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Madeira, OH 45243

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For confidential consideration, please submit a resume and cover letter to hr@generationswealth.com .

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A background and reference check will be required before hire.

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• This is a full-time position with flexibility. While seasonal deadlines will create periods of increased activity, the role is not designed around the traditional public-accounting overtime model.
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Job Tags

Full time, Seasonal work, Work at office, Local area

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