Sequoia Financial Group · 4 days ago
Tax Director
Twin Cities Area
Full-time
Hybrid
Mid, Senior Level
$90K/yr - $170K/yr
5+ years expSequoia Financial Group is a growing Registered Investment Advisor (RIA), headquartered in Northeast Ohio, offering financial planning and wealth management services. The Tax Director works closely with the advisory team to deliver integrated wealth management services, providing proactive tax-related planning and serving as a tax resource for client relationships.
ConsultingFinancial ServicesWealth Management
Responsibilities
Serves as a tax resource for the firm’s client base. Participates, sometimes leading, client meetings with advisors
Serves as an internal firm expert on tax planning, including staying current on tax law/code changes and their applicability to client situations
Provides direct client service both individually and collaboratively and may rely on technical specialists from multiple functional areas to develop customized recommendations
As an individual contributor, has responsibility for the preparation, review, and completion of individual and trust tax returns and tax projections
Responsible for ensuring that all tax-related research and data gathering is complete, and presentation materials are prepared in a timely fashion for clients and prospects
Works within a defined technology system where client contact is made on a proactive basis. Assists in preparing agendas, organizing plans, presenting to tax clients and prospects, anticipating and scheduling tax-related meetings, and providing appropriate follow-up
May assist with small business tax work, including S Corporation and partnership tax returns
Qualification
Required
A bachelor's degree, with a major in accounting or finance
Certified Public Accounting (CPA) designation OR Enrolled Agent (EA) designation
5-10+ years of experience in providing individual and trust tax services
Proficiency with tax software solutions
Strong acumen with MS Office tools
Developed set of communications skills
Preferred
Experience using client relationship management software (such as Salesforce and Tamarac)
Prior experience in Wealth Management
Company
Sequoia Financial Group
Sequoia Financial Group offers comprehensive wealth management services including financial planning, asset management, and estate planning.
201-500 employees
Funding
Current Stage
Growth StageTotal Funding
$200MKey Investors
Valeas Capital PartnersKudu Investment Management
2022-10-19Private Equity· $200M
2020-07-07Private Equity
Leadership Team
Thomas Haught
Chairman, CEO & President
Trevor R Chuna
Chief Technology Officer
Recent News
2025-10-15
Company data provided by crunchbase