Tax Specialist

Job Description

Job Description

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 values define how we behave and guide us through the pursuit of our purpose to enrich lives. At Sequoia, our core values are :

• Integrity. We act in the best interests of others by providing an honest, consistent experience for our clients and team.
• Passion . We pursue our full potential, seeking to continually enhance and evolve our ability to serve our clients and team.
• Teamwork. We subordinate our egos to work together for the benefit of our clients.

Our promise to team members is that you will grow with us. From experienced advisors to new college grads to transitioning principals, every team member will find Sequoia a place to refine their professional mission, move into new opportunities, go deeper, and lead further. We are built to help you build a career here as a long-term contributor in our work to enrich lives for generations.

Summary of the position

As an essential member of the tax team, responsibilities of a Tax Specialist primarily include supporting the firm’s Tax Advisors, who oversee the integrated tax management of a defined segment of our client base. Successful support of tax client relationships involves developing a cohesive awareness of each client’s unique investment, estate, financial, tax, insurance and philanthropic needs. This is a non-client facing role and is responsible for supporting Tax Advisors in managing their client relationships. The Tax Specialist position also offers a pathway for candidates interested in progressing toward a Tax Advisor position in the future.

We are targeting a base salary range of $50,000 to $65,000 for this position, along with bonus incentives and a competitive benefits package provided to our employees.

Responsibilities

Required Skills / Experience

Preferred Skills / Experience

Competencies