(Hybrid) Tax Manager

Jobot; Hamilton (OH); On-site; USD 100,000 - 150,000; Full time

Benefits offered by this job

Employee ownership through ESOP

Flexible scheduling and work-from-home

Summer Fridays with reduced hours

Meaningful advisory work for small/mid

Direct access to firm leaders

Career coaching through THRIVE

Collaborative culture

Job summary

Jobot is seeking an experienced Tax Manager in Hamilton, OH, to lead tax engagements for businesses and individuals within a growing, employee-owned firm. You will provide proactive planning, advise on entity structures, and manage multi-state tax matters while mentoring a team of tax professionals.

The role emphasizes client relationships, monthly/quarterly advisory discussions, and collaboration with firm leaders in a supportive ESOP culture. Extensive tax expertise is required.

Qualifications

• 5+ years of public accounting tax experience.
• Active CPA or Enrolled Agent (EA).
• Bachelor's or master's degree in Accounting.
• Strong knowledge of federal tax laws and regulations.
• Experience reviewing complex business tax returns.
• Experience managing client relationships and tax engagements.
• Strong communication, organizational, and problem-solving skills.
• Ability to manage multiple priorities and deadlines.

Responsibilities

• Manage tax engagements for businesses, business owners, and individuals.
• Review complex tax returns, including partnerships, S corporations, C corporations, and pass-through entities.
• Provide proactive tax planning and advisory services to clients.
• Advise business owners on entity structures, transactions, business decisions, and tax implications.
• Address state and local tax matters, including multi-state tax considerations.
• Develop long-term client relationships through ongoing monthly and quarterly advisory conversations.
• Identify tax-saving opportunities, process improvements, and business insights.
• Manage engagement workflows, deadlines, budgets, and client communications.
• Review the work of tax staff and senior accountants while providing mentorship and professional development.
• Collaborate with firm leadership and other accounting professionals to deliver exceptional client service.

Skills

Tax knowledge

Communication

Time management

Education

Bachelor's or Master's in Accounting

Job description

(Hybrid) Tax Manager

$100000 - $150000 per year | Hamilton, OH | On-site | Permanent

A bit about us:

We are an established, employee-owned public accounting firm dedicated to helping privately held businesses, entrepreneurs, and individuals achieve their financial goals. Our approach goes beyond traditional accounting and tax preparation by providing proactive tax planning, strategic business advisory, and personalized financial guidance.

Through our Employee Stock Ownership Plan (ESOP), our employees have the opportunity to share in the firm's success and participate in the long-term value they help create. We believe in building lasting relationships, investing in our people, and creating an environment where professionals can grow both personally and professionally.

We are continuing to grow and are looking for an experienced Tax Manager who wants to make a meaningful impact on clients, colleagues, and the future of our firm.

Why join us?

• Employee ownership through our ESOP


• 53-hour busy season expectations


• Flexible scheduling and work-from-home options


• Summer Fridays with reduced hours


• Meaningful advisory work with small and mid-sized business clients


• Year-round client relationships, not just seasonal tax contact


• Direct access to firm leaders


• Career coaching through our THRIVE development program


• A transparent, collaborative culture where you can help shape the future of the firm


• Fun Company Activities!


• Many More!

Job Details

Responsibilities:

• Manage tax engagements for businesses, business owners, and individuals.


• Review complex tax returns, including partnership, S corporation, C corporation, and pass-through entity returns.


• Provide proactive tax planning and advisory services to clients.


• Advise business owners on entity structures, transactions, business decisions, and tax implications.


• Address state and local tax matters, including multi-state tax considerations.


• Develop long-term client relationships through ongoing monthly and quarterly advisory conversations.


• Identify tax-saving opportunities, process improvements, and business insights.


• Manage engagement workflows, deadlines, budgets, and client communications.


• Review the work of tax staff and senior accountants while providing mentorship and professional development.


• Collaborate with firm leadership and other accounting professionals to deliver exceptional client service.

Required Qualifications:

• 5+ years of public accounting tax experience.


• Active CPA or Enrolled Agent (EA) credential.


• Bachelor's or master's degree in Accounting.


• Strong technical knowledge of federal tax laws and regulations.


• Experience reviewing complex business tax returns.


• Experience managing client relationships and tax engagements.


• Strong communication, organizational, and problem-solving skills.


• Ability to manage multiple priorities and deadlines.

Preferred Qualifications:

• Experience working with privately held businesses and business owners.


• Strong knowledge of partnership and S corporation taxation.


• Experience with pass-through entities.


• Multi-state tax and State and Local Tax (SALT) experience.


• Previous experience mentoring and developing accounting staff.


• Interest in business consulting, tax strategy, and client advisory services.

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.