Job Description
Job Description
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.
Key Responsibilities:
-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.
-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