Top 112 client advisor Jobs in wooster, oh

Tax Director
Corient —Ohio
- $150,000 - $240,000 a year
- CPA
- Office
- Bachelor's degree
- Paid training
- Paid parental leave
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Senior Outside B2B Sales Executive
Wholesale Payments —Ohio
- $93,489 - $223,999 a year
- Full-time
- Remote
- Business development
- Fair chance
- Senior level
- Paid training
- Health savings account
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4d
Kinetic - Field Account Executive I
Uniti —Ohio
- Full-time
- Customer service
- Mid-level
- Driver's License
- AD&D insurance
- Employee stock purchase plan
Full-Time Beauty Lead Advisor - Sephora
KOHLS —Wooster, OH
- From $17.50 an hour
- Weekends as needed
- Writing skills
- Mid-level
- Communication skills
Consumer Banker III (Wooster)
First Financial Bank —Wooster, OH
- $19.47 - $23.56 an hour
- Full-time
- Mid-level
- Office
- 3 years
12d
Account Manager (Client Services)
HUMMEL GROUP INC —Wooster, OH
- Background check
- Microsoft Outlook
- HIPAA
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Accounting Manager, Client Advisory Services
Rea —Wooster, OH
- Hybrid work
- Microsoft Outlook
- CPA
- 5 years
- AD&D insurance
- Paid holidays
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Risk Advisor (Sales)
HUMMEL GROUP INC —Wooster, OH
- Full-time
- Microsoft Excel
- Microsoft Outlook
- HIPAA
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Audit Manager
Meaden & Moore —Wooster, OH
- $100,000 - $130,000 a year
- Microsoft Outlook
- CPA
- 5 years
- Profit sharing
- Paid time off
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Tax Manager
Meaden & Moore —Wooster, OH
- $100,000 - $130,000 a year
- Hybrid work
- Microsoft Outlook
- CPA
- Computer literacy
- Profit sharing
- Paid time off
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Tax Manager: Direct Tax (State and Local Tax Group)
Meaden & Moore —Wooster, OH
- $100,000 - $130,000 a year
- Microsoft Excel
- Microsoft Outlook
- CPA
- Profit sharing
- Paid time off
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Tax Manager - Personal Tax Advisory Group
Meaden & Moore —Wooster, OH
- $100,000 - $130,000 a year
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- CPA
- Profit sharing
- Paid holidays
Quick Apply
Assistant Account Manager (Client Services)
HUMMEL GROUP INC —Orrville, OH
- Microsoft Excel
- Microsoft Outlook
- HIPAA
Quick Apply
Tax Senior Manager
Meaden & Moore —Wooster, OH
- $130,000 - $170,000 a year
- 7 years
- Microsoft Excel
- Microsoft Outlook
- Profit sharing
- Relocation assistance
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Litigation & Forensic Advisory Manager, Senior Manager, Director
Meaden & Moore —Wooster, OH
- $110,000 - $350,000 a year
- CPA
- Finance
- Master's degree
- Profit sharing
- Paid time off
Quick Apply
Account Representative - State Farm Agent Team Member
Brad Carpenter - State Farm Agent —Massillon, OH
- $35,000 - $85,000 a year
- Full-time
- Mid-level
- Office
- Communication skills
- Health insurance
- Dental insurance
Quick Apply
International Tax Manager or Senior Manager
Meaden & Moore —Wooster, OH
- $100,000 - $170,000 a year
- Hybrid work
- CPA
- 5 years
- Research
- Profit sharing
- Paid time off
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Tax Senior Manager (Personal Tax Advisory Group)
Meaden & Moore —Wooster, OH
- $130,000 - $170,000 a year
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- CPA
- Profit sharing
- Paid holidays
Quick Apply
Tax Vice President - Personal Tax Advisory Group
Meaden & Moore —Wooster, OH
- $200,000 - $250,000 a year
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- CPA
- Profit sharing
- Paid holidays
Quick Apply
Test Engineer
Pentair —Ashland, OH
- $61,200 - $113,600 a year
- Full-time
- Customer service
- Data analysis skills
- Mid-level
- Employee stock purchase plan
- Disability insurance

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Tax Director

Corient -
Ohio

Quick Apply

Job Details

$150,000 - $240,000 a year

Benefits

Paid training
Paid parental leave
Health savings account
AD&D insurance
Disability insurance
Relocation assistance
Health insurance
Unlimited paid time off
Dental insurance
Flexible spending account
Happy hour
Cell phone reimbursement
Parental leave
Vision insurance
401(k) matching

Qualifications

Staff supervision
Partnership tax expertise
Salesforce Cloud
Bachelor's degree
Accounting
Managing accounting teams
Sales management systems proficiency
CRM system proficiency
Productivity software
Accounting
Technical Proficiency
Senior leadership

Full Job Description

Tax Director - Corient (wealth management)

Location: Shaker Heights. OH (relocation)

Compensation - $150,000-$240,000 + bonus and rich benefits package

Do you genuinely enjoy engaging with clients – not just reviewing returns behind the scenes? Do you seek a clear, realistic path to partnership – not an empty promise? Are you ready to lead client meetings, build multi-generational relationships, and maintain a life outside of busy season?

If you answered yes, let's talk.

We are seeking a Tax Director to step into a retiring partner's practice. This role offers genuine work-life balance, meaningful leadership, and a tangible path to partnership.

About Us

Corient is one of the fastest-growing wealth management platforms in the United States. We serve more than 10,000 clients and manage over 100 billion in assets – and after recent acquisition in Europe, we are on track to become the world’s largest non-banking wealth manager with over 400 billion in assets under management.

But don't let the size fool you. Our Shaker Heights office has been serving families since 1996. We're a tight-knit team of 25-28 people who genuinely like each other – we do happy hours, Thanksgiving potlucks, and even cooking classes together. We're relaxed when it's slow, we work hard when it's busy, and no one is looking over your shoulder.

Now, as part of Corient, we offer the best of both worlds: the collaborative, non-stuffy feel of a small office, backed by the resources, stability, and growth trajectory of a global industry leader.

Website: corient.com

Summary of Responsibilities

You will lead all tax compliance and planning for approximately 45–50 ultra-high-net-worth families in our Shaker Heights office. As the final technical reviewer and signer, you will mentor a team of three Tax Managers and support staff, while working side-by-side daily with a Wealth Advisor. No silos. No micromanagement. Just authentic client relationships and impactful leadership.

Essential Functions

Oversee individual, trust, estate, gift, foundation, and business tax returns
Serve as final technical reviewer and signer
Lead client meetings alongside a Wealth Advisor – an active partner, not a background figure
Lead, mentor, and develop Tax Managers, Tax Senior, and staff; oversee workload, professional development, and performance evaluations
Support integration of acquired offices in the Midwest
Act as subject matter expert in trust and estate planning; provide authoritative guidance on complex tax issues
Drive firmwide standardization as part of the Corient Tax Leadership team; represent the firm at speaking engagements
Participate in prospect meetings and collaborative planning discussions with advisory teams
Work alongside Wealth Advisors, Trust team, and Personal CFO services to deliver integrated family office solutions

Education, Experience, and Skills Required

10–15 years of progressive tax experience
Bachelor's degree in Accounting
CPA required (or JD with state licensure)
Deep experience with UHNW individuals, trusts, estates, gift tax, and partnerships
Experience managing managers and staff
Proficiency with BNA, CCH Axcess, SalesForce, and Microsoft Office
Willingness to travel regionally in the future
Excellent written and verbal communication skills

Compensation

Base Salary: 150,000–150,000–240,000 (commensurate with experience) + bonus
401(k) with employer match
Medical (four plan options – generously subsidized)
Employer-paid dental, vision, life, and AD&D insurance
Employer-paid short-term and long-term disability
Paid maternity and parental leave
Unlimited PTO policy
FSA, HSA, and Dependent Care FSA
Commuter and transit FSA
Training reimbursement
Paid professional designations
Volunteer days
Cell phone stipend
Relocation assistance

How to Apply

Submit you most recent resume

We have a formal recruiting process and have a relationship with Zephyr Connects LLC, whom we use for the screening and hiring process. If you are selected for the next step you will get instructions from Svitlana Diak within 3 days of your submission. Everyone will be contacted.

Corient Advisors provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, Corient Advisors complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.

#ZC3

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Refine Your Search

client advisor jobs in wooster, oh

Tax Director

Senior Outside B2B Sales Executive

Kinetic - Field Account Executive I

Full-Time Beauty Lead Advisor - Sephora

Consumer Banker III (Wooster)

Account Manager (Client Services)

Accounting Manager, Client Advisory Services

Risk Advisor (Sales)

Audit Manager

Tax Manager

Tax Manager: Direct Tax (State and Local Tax Group)

Tax Manager - Personal Tax Advisory Group

Assistant Account Manager (Client Services)

Tax Senior Manager

Litigation & Forensic Advisory Manager, Senior Manager, Director

Account Representative - State Farm Agent Team Member

International Tax Manager or Senior Manager

Tax Senior Manager (Personal Tax Advisory Group)

Tax Vice President - Personal Tax Advisory Group

Test Engineer

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