Top 16 Senior tax advisor Jobs in Columbus

Senior Tax Advisor
Sequoia Financial Group Llc —Dublin, OH
- Full-time
- CPA
- Research
- Office
Quick Apply
Tax Manager / Tax Senior Manager - Accounting & Reporting
AEP Service Corporation —Columbus, OH
- $116,255 - $177,503 a year
- Full-time
- CPA
- Office
- 3 years
- Tuition reimbursement
- 401(k) matching
Senior Payroll Compliance Manager - Payroll Tax Specialist, US & Canada
Intuit —Columbus, OH
- $126,000 - $185,500 a year
- Research
- 3 years
- Bachelor's degree
Global Tax Technology Customer Success and Strategy Leader, Senior Manager
Deloitte —Columbus, OH
- 5 years
- Research
- Travel
12d
Tax Senior Manager
Meaden & Moore —Dublin, OH
- $130,000 - $170,000 a year
- Hybrid work
- 7 years
- Microsoft Excel
- Microsoft Outlook
- Profit sharing
- Paid holidays
Quick Apply
Tax Senior Manager - Healthcare & Professional Services
HBK CPAs & Consultants —Columbus, OH
- Full-time
- CPA
- 8 years
- Senior level
- Profit sharing
- Paid holidays
Quick Apply
Senior Business Development Manager - Restructuring, Finance and Tax
McDermott Will & Emery —London, OH
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Analysis skills
Senior Tax Manager
JC & Company —Hilliard, OH
- $90,000 - $125,000 a year
- Full-time
- CPA
- Research
- Office
- Disability insurance
- Health insurance
Quick Apply
1d
Sr. Manager, Indirect Tax - Global Trade
Deloitte —Columbus, OH
- $163,425 - $333,875 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Microsoft Access
- CPA
Sr. Manager, SAP Tax Technology - Global Trade
Deloitte —Columbus, OH
- $163,425 - $333,875 a year
- Full-time
- Hybrid work
- Microsoft Access
- CPA
- Up to 50% travel
Insurance Senior Tax Manager, Financial Services
Crowe —Columbus, OH
- $127,700 - $269,300 a year
- Full-time
- Hybrid work
- CPA
- Research
- Bachelor's degree
Quick Apply
8d
Energy and R&D Tax Credit Senior Manager
Crowe —Columbus, OH
- $139,200 - $293,500 a year
- Full-time
- Hybrid work
- 7 years
- CPA
- Engineering
Quick Apply
8d
Lead Tax Services Senior Manager
Crowe —Columbus, OH
- $127,700 - $269,300 a year
- Full-time
- Hybrid work
- CPA
- Writing skills
- Research
Quick Apply
8d

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Senior Tax Advisor
Sequoia Financial Group Llc —Dublin, OH
Provides direct client service both individually and collaboratively and may rely on technical specialists from multiple functional areas to develop customized…
Quick Apply
Tax Manager / Tax Senior Manager - Accounting & Reporting
AEP Service Corporation —Columbus, OH
Actively participate in the analysis, selection, and maintenance of tax systems for use in filing tax returns/reports and continuous process improvement…
$116,255 - $177,503 a year

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Senior Tax Advisor

Sequoia Financial Group Llc -
Dublin, OH

Quick Apply

Job Details

Full-time

Qualifications

CPA
Financial software
Partnership tax expertise
Microsoft Office
Bachelor's degree
Tax preparation software
Technical Proficiency

Full 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.

The Tax Advisor is a senior-level individual contributor on Sequoia Financial Group's Tax Team who operates at the intersection of hands-on tax compliance and strategic client-facing advisory work — managing the full lifecycle of individual and trust tax returns and projections, while also serving as the firm's internal subject matter expert on evolving tax law. Beyond the technical work, this role carries real client relationship responsibility: the Tax Advisor actively participates in and sometimes leads client meetings alongside advisors, manages proactive outreach, prepares agendas, and ensures timely follow-up — all with a high standard of confidentiality and fiduciary care. Working collaboratively across functional areas, they develop customized tax planning recommendations for high-net-worth clients and may also support small business tax work including S Corporation and partnership returns. The ideal candidate holds a CPA, brings 10+ years of individual and trust tax experience, is highly organized and self-directed with strong communication skills, and ideally has prior wealth management experience.

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.

Required Skills/Experience

A bachelor’s degree, with a major in accounting or finance
Certified Public Accounting (CPA) designation required
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 Skills/Experience

Experience using client relationship management software (such as Salesforce and Tamarac)
Prior experience in Wealth Management

Competencies

Strong organizational skills and detail-oriented
Ability to self-manage and prioritize day-to-day work and projects; be able to work with deadlines; possess the ability to be flexible.
Possess a demonstrated ability to foster and maintain deep, long-term, respectful, and productive relationships with clients and Sequoia team members.
Maintains strict standards of confidentiality, as well as the highest ethical and fiduciary standards of due care and concern for the client, our team members, and our firm.
Strong communicator and collaborative team player who builds productive relationships with clients and colleagues alike.

Quick Apply

Refine Your Search

senior tax advisor jobs in columbus

Senior Tax Advisor

Tax Manager / Tax Senior Manager - Accounting & Reporting

Senior Payroll Compliance Manager - Payroll Tax Specialist, US & Canada

Global Tax Technology Customer Success and Strategy Leader, Senior Manager

Tax Senior Manager

Tax Senior Manager - Healthcare & Professional Services

Senior Business Development Manager - Restructuring, Finance and Tax

Senior Tax Manager

Sr. Manager, Indirect Tax - Global Trade

Sr. Manager, SAP Tax Technology - Global Trade

Insurance Senior Tax Manager, Financial Services

Energy and R&D Tax Credit Senior Manager

Lead Tax Services Senior Manager

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