Strategic Income Tax Professional

November 2026

Re: Strategic Income Tax Professional – Part-Time or Flexible Contract Opportunity

Your Standout Opportunity

Join one of Northeast Ohio’s most respected wealth management firms, where your professional skills and life balance are equally valued. We’re uniquely positioned in the financial services industry, blending comprehensive wealth advisory services with specialized tax preparation—a rare and exciting combination.

This flexible role is ideal for a skilled tax professional—particularly an Enrolled Agent or CPA—who desires meaningful work, professional growth, and genuine work-life balance. Whether you're balancing family commitments, community involvement, or personal interests, you'll thrive in a supportive environment designed around flexibility and your personal and professional aspirations.

Where You’ll Make a Difference

We proudly serve high-net-worth families and successful business owners throughout Northeast Ohio and nationwide from our base in Cleveland—a city celebrated for its vibrant blend of gritty authenticity and cool innovation. For over 30 years, we've committed ourselves to our community, clients, and each other, cultivating lasting relationships built on trust and mutual respect.

Your Role in Shaping Success:

• Collaborate closely with wealth advisors on proactive, strategic tax planning.
• Prepare approximately 100 individual Federal, State, and Local Income Tax returns annually, managing estimated payments in coordination with wealth advisors.
• Handle around a dozen Subchapter S and Partnership tax returns, primarily focused on real estate investments and professional service businesses.
• Offer timely, insightful tax advice tailored to clients' financial plans and goals.
• Maintain expertise in and manage all aspects of our Lacerte tax preparation software.
• Provide timely responses (within 24-48 hours) to client tax inquiries.
• Oversee department procedures, ensuring efficiency, accuracy, and compliance.
• Lead annual preparation and distribution of tax organizers by January 15th.
• Maintain and enhance CRM accuracy with up-to-date client tax information.
• Digitally manage client tax records with meticulous care and organization.

Who You Are:

• Bachelor's degree in Accounting (Tax concentration preferred)
• Enrolled Agent (EA) required; CPA strongly preferred
• 3+ years of relevant tax preparation experience
• Proficient with Lacerte or similar professional tax software
• Proven expertise with 1040, Subchapter S, and Partnership returns
• Strong interpersonal, written, verbal communication, and presentation skills
• Self-driven with ability to independently manage client relationships
• A collaborative mindset, valuing contributions from colleagues
• Actively engaged in community or professional organizations
• Positive, proactive attitude and commitment to excellence

What You Can Expect from Us:

• Competitive compensation and significant earnings potential
• Attractive benefits, including healthcare, retirement plans, education credits
• Comprehensive professional development, ongoing training, and mentorship
• Exceptional work-life balance with true flexibility tailored to your needs
• A culture that prioritizes teamwork, family values, and community impact
• Career path opportunities aligned with your professional goals
• An established firm with over 30 years of excellence and innovation

Real people. Real opportunities. Real impact.

Explore more about our dynamic team at www.ReturnOnLifeWealth.com.

We look forward to welcoming a talented professional ready to make a meaningful impact!