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
- As an individual contributor, and under the direct guidance of a CPA, has responsibility for the preparation of individual, business and trust tax returns and individual tax projections.
- Provides support to the tax advisors to ensure that all tax related research and data gathering is complete, and presentation materials are prepared in a timely fashion for clients and prospects.
- Engages in a full curriculum of rotational learning, application of scholastic experience, and application of newly acquired skills.
- Effectively responds, both verbally and in written form, to tax inquiries within the firm.
- Intellectually grasps through discussion, conversation, reading, implementation and monitoring the benefits to the client of an integrated tax management platform as a component of their financial plan.
Required Skills/Experience
- Bachelor’s degree in Accounting
- Proven proficiency in MS Office products
- Proficiency with tax and financial software solutions such as UltraTax, SurePrep, and Tamarac
- Skilled in effective and professional communication, both written and verbal
Preferred Skills/Experience
- Certified Public Accountant (CPA) designation is a plus, or a willingness to work towards CPA licensure with support from the firm
- Experience in the financial services industry is beneficial
Competencies
- Task and deadline oriented
- Attention to detail
- Ability to problem-solve and find solutions
- Works well within a team, ability to delegate tasks to accomplish initiatives in a team setting
- Self-starter and able to perform job duties with little supervision
- Flexibility to adapt to changing priorities and business needs