This list contains only the countries for which job offers have been published in the selected language (e.g., in the French version, only job offers written in French are displayed, and in the English version, only those in English).
We are a seeking currently seeking a Sr. Associate for a growing company on the east side of Cleveland. This individual will be responsible for delivering a high-level financial and tax advisory services to clients across diverse industries.
Job Responsibility:
Support the preparation and review of individual, partnership, S-corporation, and trust income tax projections and returns for Federal, State, and Local jurisdictions
Assist with the development and review of financial and investment-related deliverables
Implement and execute client service plans for complex engagements, working closely with directors to exceed client expectations
Conduct both planned and ad hoc financial consultations with clients
Promote continuous process improvement by leveraging new or existing technologies
Coordinate and manage the workflow of associates and administrative staff in collaboration with directors
Review tax information from external accounting firms, including analysis of client net worth, cash flow statements, and investment reports
Requirements:
Bachelor’s degree in Accounting, Finance, or related field required
CPA or advanced credential preferred
5+ years of relevant experience in public accounting, financial analysis, or tax advisory
Strong communication, organizational, and analytical skills
Proven ability to manage multiple priorities and deliver high-quality work in a fast-paced environment
Experience with financial systems and tax software
Digital fluency and process improvement mindset highly valued
What we offer:
medical, vision, dental, and life and disability insurance