Senior Tax Strategy Leader & Client Advisory

ExcelliSearch, Inc.; Dayton (OH); Hybrid; USD 120,000 - 180,000; Full time

Benefits offered by this job

Five weeks of paid time off

Firm-wide shutdown week

Flexible hybrid work environment

Direct client interaction and advisory

Career development and professional 성장

Mentorship and leadership training

Job summary

ExcelliSearch, Inc. in Dayton, OH is seeking a Tax Manager to lead complex tax engagements, advise clients on proactive strategies, and manage key relationships.

You will mentor junior staff, oversee multiple projects within budgets, and ensure timely delivery. A CPA designation and 8–15 years of public accounting tax experience are preferred. The firm offers a flexible hybrid environment and substantial professional growth.

Qualifications

• CPA, EA, CA designation required.
• 8–15 years of public accounting tax experience with escalating responsibilities.
• Strong technical tax, research, and planning expertise.
• Proven experience in managing client relationships and complex engagements.
• Excellent communication and leadership capabilities.

Responsibilities

• Spearhead complex tax engagements from initial planning to final delivery.
• Conduct thorough reviews of tax returns, research, and consulting projects.
• Advise clients on proactive tax strategies to minimize exposure.
• Act as a primary advisor and relationship manager for clients.
• Mentor and develop emerging tax professionals.
• Oversee multiple engagements, budgets, and timelines effectively.
• Identify and capitalize on opportunities to provide additional value to clients.

Skills

Client relationships

Leadership

Strategic tax advisory

Tax research

Education

CPA/EA/CA designation

Job description

ExcelliSearch, Inc. in Dayton, OH is seeking a Tax Manager to lead complex tax engagements, advise clients on proactive strategies, and manage key relationships.

You will mentor junior staff, oversee multiple projects within budgets, and ensure timely delivery. A CPA designation and 8–15 years of public accounting tax experience are preferred. The firm offers a flexible hybrid environment and substantial professional growth.