Manager - Tax Services (Wealth Management)

Regal Executive Search; Cincinnati (OH); On-site; USD 80,000 - 120,000; Full time

Job summary

A leading company is seeking a Manager in Tax Services to oversee the delivery of tax services to clients and to manage a team. This role requires a Bachelor's degree in accounting or finance, a CPA certification, and significant experience in tax compliance and consulting. The Manager will be responsible for client relations and the supervision of staff, while ensuring high-quality service delivery. Strong leadership and organizational skills are essential, alongside a willingness to work additional hours as needed.

Qualifications

• 5-7 years of progressive tax compliance and/or consulting experience.
• Exceptional client service and communication skills.
• Previous tax return review experience.

Responsibilities

• Prepare and review tax work papers and returns for various entities.
• Communicate with clients and supervise tax associates.
• Manage department responsibilities including project management.

Skills

Client service

Communication

Leadership

Organizational skills

Education

Bachelor’s degree in accounting, finance, or business

CPA

Master’s in Taxation, LLM in Taxation, or JD

Tools

Microsoft Office

GoSystem Tax RS

Planner CS

RIA Checkpoint

UltraTax CS

Job description

Manager - Tax Services (Wealth Management)

Location: 201 E. Fifth St., Suite 1430 Cincinnati, OH 45202, US

Industry: Accounting / Finance

Job Number: 2326

Job Description

Manager – Tax Services

As a member of the Tax Services Team, the Tax Manager is primarily responsible for the administration and delivery of U.S. (federal and state) income, gift, and estate tax services to our clients. This role involves working closely with Wealth Management Directors to manage client relationships and develop Associates. Responsibilities include supervising, training, and mentoring Tax Services Associates. Occasional travel and after-hours work are required.

Responsibilities

• Prepare and review tax work papers, returns, projections, and estimated tax vouchers for various entities (individual, fiduciary, partnership, S-Corporation, nonprofit, C-corporation).
• Communicate with clients via phone, correspondence, and face-to-face meetings, and collaborate with Wealth Managers as needed.
• Supervise, evaluate, and mentor department members.
• Manage department responsibilities including project management, e-filing, tax software, workflow tracking, template creation, mailing, and document scanning.
• Perform additional professional and administrative duties as assigned.

Qualifications

• Bachelor’s degree in accounting, finance, or business.
• CPA, Master’s in Taxation, LLM in Taxation, or JD.
• Five to seven years of progressive tax compliance and/or tax consulting experience, preferably in public accounting.
• Exceptional client service and communication skills.
• Previous tax return review experience.
• Strong leadership, recruiting, training, and mentoring skills.
• Good organizational skills.
• Proficiency in Microsoft Office, GoSystem Tax RS, Planner CS, RIA Checkpoint, and UltraTax CS.
• Willingness to work additional hours and travel as needed.

Meet Your Recruiter

Tim Bramley

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Additional Information

Current job status: This job is active and accepting applications.