Strategic Tax Advisor — Family Office Wealth & Estates
bagley consultingDayton, OH
Strategic Tax Advisor — Family Office Wealth & Estates
L5
bagley consultingDayton, OHyesterday
Industries
Tax Preparation ServicesPortfolio Management and Investment AdviceOffices of Certified Public AccountantsBagley 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
Apply now
Level
SeniorL5
Location
Dayton, OH
Occupation
Tax Preparers
Industry
Tax Preparation Services
Posted
yesterday
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