Direct Client Virtual Assistant Jobs in Cleveland, OH

About Meaden & Moore:

Meaden & Moore is a leading accounting, tax, advisory, and business consulting firm serving middle-market businesses, insurance carriers, law firms, and other organizations across the United States. The firm provides a broad range of services including forensic accounting, litigation support, risk advisory, tax, assurance, and business consulting solutions.

Having recently partnered with Unity Partners, Meaden & Moore is entering an exciting new phase of growth. The company is executing a strategy focused on organic expansion, operational excellence, and strategic acquisitions, creating significant opportunities for team members to help shape the future of a rapidly growing firm. As the business continues to grow, Meaden & Moore is investing in talent, technology, and infrastructure to support its next chapter.

About Unity Partners:

Unity Partners is a private equity firm based in Dallas, Texas that invests in founder- and family-owned business services companies across North America. The firm partners with management teams to accelerate growth through operational improvements, technology enablement, talent development, and strategic M&A.

Unlike traditional financial investors, Unity takes a collaborative approach to value creation, working closely alongside management teams to build market-leading platforms. The firm focuses on long-term partnership, operational excellence, and creating sustainable growth for employees, customers, and shareholders.

Opportunity:

We are currently seeking a Tax Manager to join our State and Local Tax (SALT) Services Group in our Northeast, Ohio offices: Cleveland, Akron, or Wooster. Our services include state income and franchise tax reporting, state and local tax controversy, and consulting.

The Tax Manager will have the opportunity to develop and pursue strategies while using the latest software technology. The position will provide day-to-day management of accounts through the delivery of tax consulting and compliance services.

This position will focus on providing state and local direct tax planning, consulting and compliance services to clients in various industries. You will have direct client contact and manage the engagement team.

Primary responsibilities will include:

• Developing and maintaining excellent relationships with clients on a variety of consulting and compliance engagements focusing on state and local direct tax.
• You will advise clients on challenges including partnership and corporate state/local tax returns with attention to multistate tax issues.
• You will work with an in-house tax preparation team and coordinate detailed review of estimated payment, withholding and composite tax calculations and investor packages.
• Manage the engagement workflow, talent, and invoicing.
• You will become a trusted business advisor to our clients focusing on audit representation, nexus planning, and voluntary disclosures.
• Research and analyze a wide variety of tax issues, including state tax legislation and assist with the compliance and investor reporting process.

Additionally, you will assist in the proposal process for new and existing clients. You will act as mentor and/or career advisor for members of the engagement team to support their training, growth and development.

Qualifications:

To be considered for this position, candidates must have:

• Bachelor’s degree in accounting, finance or other related business field. Master’s degree in taxation is a plus.
• CPA or other appropriate certification is preferred but not required.
• 3-5 years’ experience in state income and franchise tax or federal tax, pass-through, tax research, and corporate tax returns.
• Experience providing tax planning services is a plus.
• Excellent research, writing, presentation, and communication skills.
• Experience working within a CPA firm is preferred.
• Management/Supervisory experience.
• Working knowledge of Microsoft Office programs (Excel, Word, Outlook and PowerPoint) as well as basic knowledge of operating systems.

Benefits, Perks, Culture, and Our Commitment to Diversity and Inclusion:

Our Commitment to Diversity and Inclusion:

Our human capital is the most valuable asset we have. The collective sum of the individual differences, life experiences, knowledge, inventiveness, innovation, self-expression, unique capabilities and talent that our employees invest in their work represents a significant part of not only our culture, but our reputation and company’s achievements as well.

We embrace and encourage our employees’ differences in age, color, disability, ethnicity, family or marital status, gender identity or expression, language, national origin, physical and mental ability, political affiliation, race, religion, sexual orientation, socio-economic status, veteran status, and other characteristics that make our employees unique.

Benefits/Compensation:

Determining actual compensation relies on many factors including individual candidate experience, qualifications, and comparable benchmarks. Base compensation for this role typically ranges between $100,000 and $130,000. Additionally, we offer a generous incentive program and various other bonus opportunities which reward exceptional performance.

In addition to compensation and bonus opportunities, we offer a comprehensive benefits package designed to support our employees professionally and personally. Our offerings include:

Benefits & Offerings:

• Medical, dental, and vision coverage

• Generous PTO and paid holidays

• 401(k) matching and profit sharing

• Professional development support

• Professional certification support and reimbursement

• Employee referral and new business bonus opportunities

• Wellness and employee assistance resources

• Long-term career growth and advancement opportunities

• Parental bonding time and compensation continuance

• Flexible and hybrid work opportunities, where applicable

Culture & Perks:

• Team outings, firm events, and holiday celebrations

• Busy season appreciation and stress-relief programs

• Wellness initiatives and incentives

• Technology, retailer, and event discounts

• Employee Resource Groups

• Strong commitment to community involvement, volunteerism, and charitable giving

Learn More About Life at Meaden & Moore:

• Why Us

• Community Involvement

• Our Culture & Employee Experience