Job Type
Full-Time Regular
Location
Akron OH
RIA Tax Director, with a fast-growing private wealth and investment firm, seeking to strengthen and expand their tax team; and with flexible office arrangements in both Akron and Cleveland. Relatively young management group of RIA advisors, all in their 40s, seek an experienced tax accountant leader, at least ten years and preferably a CPA, who can commit to a full-time hybrid role of no more than 55 hours per week. The compensation quite competitive, and the opportunity for partnership there if desired.
Why This Role Now?
  • $170,000–$200,000 base compensation, with flexibility for more senior candidates.
  • Potential equity opportunity for the right person.
  • No expectation to develop a personal book of business.
  • Strong path toward tax practice leadership.
  • More client-focused and less bureaucratic than a traditional large public accounting environment.
  • Opportunity to work alongside private wealth management and financial planning professionals.
  • Ability to work close to home, from a variety of Northeast Ohio locations.
  • A close-knit, experienced team focused on long-term client relationships and sustainable growth.
Key Skills and Competencies:
  • Oversee client-focused tax planning, compliance, and advisory services.
  • Help lead and develop the tax team. This role is well suited for a senior tax professional who wants to remain close to clients and technical work while taking on broader responsibility for people, service quality, and the continued development of the tax practice.
  • Serve as a senior point of contact for clients on tax-related matters.
  • Develop proactive tax planning strategies to help clients manage tax liabilities and support broader financial objectives.
  • Collaborate with financial planning and investment management professionals to deliver coordinated client solutions.
Duties
  • Maintain high standards for technical accuracy, regulatory compliance, and client service.
  • Supervise, mentor, and develop tax managers and staff while providing technical guidance and performance feedback.
  • Monitor changes in tax laws and regulations and communicate relevant implications to clients and internal team members.
  • Support the continued growth and development of the tax practice.
  • Minimal business development; this is a position to build the tax research and tax compliance expertise
What You Need
  • Bachelor’s degree in Accounting.
  • 10+ years in a CPA firm, financial services firm, or comparable tax environment.
  • Supervisory or managerial leadership experience
  • Strong technical knowledge of individual, partnership, S corporation, trust, gift, federal, state, and local taxation.
  • Demonstrated experience managing tax engagements and client relationships.
  • Experience leading, supervising, or developing tax professionals.
  • Strong written and verbal communication skills.
  • Strong professional judgment, organization, and attention to detail.
  • Ability to manage multiple priorities and make sound decisions in a client-service environment.
  • Proficiency with Microsoft Office Suite.
  • Active CPA license.
Nice to Have
  • Experience serving privately held businesses and their owners.
  • Experience with tax planning and consulting in addition to tax compliance.
  • Experience working with financial planning, wealth management, or investment management professionals.
  • Experience contributing to the growth or development of a tax practice.
  • Experience with Thomson Reuters UltraTax CS and Practice CS.
Why Consider This Opportunity?
  • Take on a visible leadership role within a growing tax practice.
  • Maintain direct involvement with clients while expanding your leadership responsibilities.
  • Work collaboratively with tax, financial planning, and investment management professionals.
  • Help mentor and develop tax managers and staff.
  • Contribute to the continued evolution of the tax practice and client experience.
  • Join a client-centered organization focused on personalized service, professional quality, and long-term relationships.
  • $170,000–$200,000 base compensation, with flexibility depending on experience and level.
  • Potential for higher compensation for highly experienced candidates.
  • Long-term incentive opportunities.
About the Organization
Solid organization: independent Registered Investment Advisory firm serving the Cleveland–Akron market in Northeast Ohio with a significant track record of success for clients.

The mission? Impact the lives of clients, team members, and the community by delivering high-quality financial advice, personalized service, and an exceptional client experience. A client-centered, growth-oriented philosophy that brings together tax, financial planning, and investment management capabilities to serve clients more comprehensively.

The hours? working 55 hours during tax season is a maximum, not a minimum expectation.

Excellent career move? Today, we see CPA firms agreeing to VC and PE money that can change the expectations of the experienced professional tax accountant. This smaller growing firm will give you a positive collaborative professional environment, with more time for family, more control of your future, and still an excellent compensation package.
Base Compensation: $170,000–$200,000, depending on experience and level to start.
The Pitch: If you are an experienced CPA seeking to combine technical tax expertise, client leadership, and team development with a growing organization where tax services a major feature of what they provide, and highly valued, let's talk.
Know that this is a retained search with confidentiality a huge priority. If you are interested, send your resume to dan@dantoussant.com or 330-966-8789.