Strategic Tax Advisor — Family Office Wealth & Estates
bagley consultingDayton, OH
Strategic Tax Advisor — Family Office Wealth & Estates
bagley consultingDayton, OH
yesterday
Industries
Tax Preparation ServicesPortfolio Management and Investment AdviceOffices of Certified Public AccountantsAbout the role
Bagley Consulting, LLC in Cincinnati seeks a highly motivated Senior Tax Manager to lead the family office’s tax compliance and planning function, coordinating with the family's CPAs and advisers. This hands-on advisory role focuses on individual, trust, and partnership returns, tax projections, wealth-transfer planning, and ongoing income tax strategy in a sophisticated investment structure.
The position emphasizes work-life balance with limited overtime and close collaboration with family
Matching similar jobs
JOB OVERVIEW
Experience level
Senior
Location
Dayton, OH
Occupation
Tax Preparers
Industry
Tax Preparation Services
Posted
yesterday
Tired of running searches?
Rank the roles you'd take once, and matches like these arrive on their own.
CREATE PROFILE