Senior Tax Manager

Mellott & Mellott; Cincinnati (OH); On-site; USD 110,000 - 160,000; Full time

Benefits offered by this job

Health, Dental, Vision Insurance

Company‑Paid Life Insurance

Long-Term Disability Insurance

Supplemental life insurance

401(k) Plan with employer match

Becker and LinkedIn Learning access

Job summary

Mellott & Mellott is seeking an experienced Senior Tax Manager to lead tax compliance, planning, and advisory services for a sophisticated client base of high‑net‑worth individuals, families, trusts, and closely held businesses.

The role requires strong technical expertise in complex individual taxation, proactive planning capabilities, and the ability to mentor staff while managing client relationships.

Qualifications

• CPA is required.
• 8+ years of public accounting tax experience, including high-net-worth individuals and trusts.
• Proficient with tax research tools and software (e.g., CCH Axcess).
• Strong knowledge of individual, fiduciary, estate, and gift taxation.

Responsibilities

• Lead tax compliance, planning, and advisory services for high-net-worth clients.
• Review complex individual, trust, estate, and related entity returns (1040, 1041, partnerships, S corporations).
• Provide proactive tax planning and consulting for high-net-worth families.
• Serve as primary relationship manager for a portfolio of high-value clients.
• Mentor and review the work of tax staff and seniors.
• Coordinate tax engagements and ensure timely delivery and quality service.
• Identify opportunities to improve client tax positions and firm offerings.

Skills

CPA

Tax planning

Tax research

Client relationship

Leadership

Public accounting experience

Tax compliance

Tools

CCH Axcess

Job description

About the Company At Current, everything starts with people. We believe that when you invest in talent through opportunity, development, and support, you unlock growth for individuals, firms, and clients alike. That’s why we’ve built a platform designed to give our people access to more: more learning, more collaboration, and more ways to grow their careers than any single firm could offer on its own. Founded in 2023, Current has rapidly become one of the fastest‑growing accounting platforms in the country, partnering with over 40 leading accounting firms across the United States. Today, our community includes over 2,000 professionals, 30+ offices nationwide, and a growing global workforce that supports clients around the world. Backed by Thrive Capital, Bessemer Venture Partners, and Springdale Industries, Current is investing heavily in technology, artificial intelligence, and workforce innovation to help modernize the profession. We’re building something bigger than a traditional accounting firm: a platform where talented people can grow faster, learn more, and do more meaningful work.

Position Summary

We are seeking an experienced Senior Tax Manager to lead tax compliance, planning, and advisory services for a sophisticated client base consisting primarily of high‑net‑worth individuals, families, trusts, estates, and closely held businesses. This role requires strong technical expertise in complex individual taxation, proactive tax planning capabilities, and the ability to serve as a trusted advisor while managing client relationships and mentoring staff.

Key Responsibilities

• Manage and review complex individual, trust, estate, and related entity tax returns (Forms 1040, 1041, partnerships, and S corporations).
• Provide proactive tax planning and consulting for high‑net‑worth individuals and multi‑generational families.
• Advise clients on income tax, estate and gift tax, wealth transfer, and trust planning strategies.
• Serve as the primary relationship manager for a portfolio of high‑value clients.
• Research and resolve complex tax issues and communicate recommendations clearly to clients.
• Coordinate tax engagements, ensuring timely delivery and high‑quality client service.
• Mentor, develop, and review the work of tax staff and senior accountants.
• Identify opportunities to improve client tax positions and enhance firm service offerings.

Qualifications

• CPA required.
• 8+ years of public accounting tax experience, including significant experience with high‑net‑worth individuals and trusts.
• Proficiency in tax research tools and software (e.g., CCH Axcess).
• Strong technical knowledge of individual, fiduciary, estate, and gift taxation.
• Proven experience reviewing complex tax returns and delivering sophisticated tax planning strategies.
• Excellent client relationship, communication, and leadership skills.
• Experience in a CPA firm environment required.

Who We Are

At Mellott & Mellott, we combine the depth and sophistication of a leading advisory firm with the culture of a long‑standing family business. For more than 70 years, we have served closely held businesses, nonprofit organizations, and high‑net‑worth individuals throughout the Tri‑State region with tax, audit, and strategic advisory services. Our team of nearly 40 professionals is built on trust, responsiveness, and long‑term relationships—with both clients and employees. Here, experienced professionals can make an immediate impact, build meaningful client relationships, and grow within a respected, collaborative firm.

Compensation & Benefits

The total rewards package at Current includes base salary and benefits. Our salary ranges are competitive within the accounting industry and are updated regularly using the most reliable compensation survey data for our industry. New hire offers are made based on a candidate’s experience, expertise, geographic location, and internal pay equity relative to peers.

• Health, Dental, and Vision Insurance (with options for fully paid employee only coverage for health and dental)
• Company‑Paid Life and Long‑Term Disability Insurance
• Ancillary Benefits such as supplemental life insurance and short‑term disability options
• Classic Safe Harbor 401(k) Plan with employer contributions
• Opportunities for professional growth, learning, and development including access to Becker and LinkedIn Learning

Equal Opportunity Employer

We are an Equal Opportunity Employer and do not discriminate based on race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other protected status. This job description is not intended to be an exhaustive list of duties and may be modified at any time.