Senior Tax Manager

Emerald Resource Group; Cleveland (OH); On-site; USD 130,000 - 200,000; Full time

Benefits offered by this job

Equity opportunity

Location flexibility

Job summary

Tax Senior Manager search in Northeast Ohio for a boutique RIA; role emphasizes client service, technical tax excellence, and collaboration with financial planning teams. Flexible hours with no business development pressure, and equity potential for the right fit.

Position supports ownership of tax engagements and staff development across multiple client accounts, including individuals, trusts, and family-owned businesses.

Qualifications

• Bachelor's degree in Accounting and active CPA license.
• 6+ years in a CPA firm or financial services firm.
• Experience serving small business owners (approx. $1M–$30M in annual revenue).
• Manager or Senior Manager level; strong Director candidates encouraged to apply.
• Experience with tax planning and multi-state returns is a plus.

Responsibilities

• Prepare and review federal, state, and local returns for individuals, trusts, partnerships, and S-corporations.
• Lead tax planning and consulting engagements and serve as the primary point of contact for tax matters.
• Manage, review, and develop tax staff and engagements.
• Monitor tax law changes and communicate implications to clients and the internal team.
• Collaborate with the financial planning and investment management team to deliver integrated, coordinated client solutions.

Education

Bachelor's degree in Accounting

Tools

Thomson Reuters UltraTax

Practice CS

Job description

I am partnering with a boutique, independent Registered Investment Advisory firm in Northeast Ohio to hire a Tax Senior Manager. The firm added tax and accounting services in 2025 through the acquisition of an established local CPA practice and is now growing that side of the business.

Because wealth management, not tax, drives the firm's revenue, this role runs very differently than a traditional public accounting environment: reasonable hours, no business development expectations, and a genuinely client-centered culture that values "better over bigger."

It also flips a dynamic a lot of tax professionals know too well. At many public firms, the rainmakers get the spotlight while the client-focused, technically strong accountants get overworked and undervalued. Here, that competency-based, client-service accountant is the one who matters most. No pressure to go sell, just the space to do excellent work for the people you serve.

Responsibilities

• Prepare and review federal, state, and local returns for individuals, trusts, gifts, partnerships, and S-corporations
• Lead tax planning and consulting engagements and serve as the primary point of contact for tax matters
• Manage, review, and develop tax staff and engagements
• Monitor tax law changes and communicate implications to clients and the internal team
• Collaborate with the financial planning and investment management team to deliver integrated, coordinated client solutions

Qualifications

• Bachelor's degree in Accounting and active CPA license
• 6+ years in a CPA firm or financial services firm
• Experience serving small business owners (approximately $1M to $30M in annual revenue)
• Manager or Senior Manager level; strong Director candidates interested in leading a growing tax practice are also encouraged to apply
• Experience with Thomson Reuters UltraTax and Practice CS is a plus

Compensation

• Base salary of $130,000 to $200,000 depending on experience
• Equity opportunity available for the right candidate
• Flexibility to work out of any of the firm's three Northeast Ohio locations