Senior Tax Planning & Compliance Lead

Truepoint Wealth Counsel, LLC; Cincinnati (OH); Hybrid; USD 70,000 - 110,000; Full time

Job summary

Truepoint Wealth Counsel, LLC in Cincinnati is seeking a Tax Manager who will be responsible for tax planning and compliance, managing client relationships, and leading team members. Candidates must have a CPA or JD designation, with over 7 years of relevant experience. The role requires a client-centric mindset, strong attention to detail, and the ability to work both collaboratively and independently. This hybrid position comes with opportunities for professional growth and development.

Qualifications

• 7+ years of experience in individual income tax planning and compliance.
• Ability to manage internal processes with high attention to detail.
• Demonstrated initiative for personal and professional growth.

Responsibilities

• Direct, train, and develop associate team members.
• Conduct final reviews of tax filings and resolve client issues.
• Lead tax planning and compliance processes.

Skills

Client-centric mindset

Team coordination

Attention to detail

Self-motivated

Education

CPA or JD designation

Bachelor’s or advanced degree

Job description

Truepoint Wealth Counsel, LLC in Cincinnati is seeking a Tax Manager who will be responsible for tax planning and compliance, managing client relationships, and leading team members. Candidates must have a CPA or JD designation, with over 7 years of relevant experience. The role requires a client-centric mindset, strong attention to detail, and the ability to work both collaboratively and independently. This hybrid position comes with opportunities for professional growth and development.