Tax Manager

Brewer Morris; Cincinnati (OH); Hybrid; USD 150.000 - 210.000; Vollzeit

Zusammenfassung

Brewer Morris is recruiting a High-Net-Worth Tax Manager for a Top 10 Wealth Management Firm. The role focuses on reviewing and signing tax returns for HNW and UHNW individuals nationwide, with a hybrid schedule (3 days in-office, 2 days remote).

The position emphasizes technical tax work with a balance of client interaction, staff guidance, and career growth within a leading tax team.

Qualifikationen

• 5-7+ years of public accounting tax experience.
• CPA preferred or active CPA license.
• Strong experience reviewing and signing complex tax returns.
• Experience with partnerships, S corporations, trusts, estates, and closely held businesses is a plus.

Aufgaben

• Review and sign complex individual, trust, and fiduciary tax returns.
• Advise high-net-worth and ultra-high-net-worth clients on tax matters.
• Review Forms 1040 and 1041 and guide staff and seniors.
• Work with partnerships, S corporations, trusts, estates, and other pass-through entities.
• Collaborate with clients and internal teams to deliver a high level of service.
• Mentor and develop junior tax professionals.

Kenntnisse

Tax expertise

Leadership

Mentoring

Review tax returns

Ausbildung

CPA preferred

Tools

Form 1040

Form 1041

Jobbeschreibung

Schedule: Hybrid (3 Days In-Office / 2 Days Remote)

A Top 10 Wealth Management Firm is seeking a High-Net-Worth Tax Manager to join its growing tax team. This role focuses on reviewing and signing tax returns for high-net-worth (HNW) and ultra-high-net-worth (UHNW) individuals and families nationwide.

This is an excellent opportunity for an experienced tax professional who enjoys working with sophisticated individual, trust, and closely held business clients while maintaining a healthier work-life balance than traditional public accounting environments.

What You'll Be Doing

• Review and sign complex individual, trust, and fiduciary tax returns
• Advise high-net-worth and ultra-high-net-worth clients on tax matters
• Review Forms 1040 and 1041 and provide guidance to staff and seniors
• Work with partnerships, S corporations, trusts, estates, and other pass-through entities
• Collaborate with clients and internal teams to deliver a high level of service
• Mentor and develop junior tax professionals

Qualifications

• 5-7+ years of public accounting tax experience
• Strong experience with Forms 1040 and 1041
• Experience reviewing tax returns
• Sign-off authority preferred for manager-level candidates
• Experience with partnerships, S corporations, trusts, estates, and closely held businesses is a plus
• CPA preferred

Compensation

• Review and sign-off experience required

Why Consider This Opportunity?

If you're looking for the technical complexity of public accounting without the demands of a traditional firm environment, this opportunity offers the best of both worlds.

• No billable hour requirements
• Busy season typically averages 45-50 hours per week
• Busy season is approximately one month shorter than most public accounting firms
• Generally, 40-hour work weeks outside of busy season
• Strong emphasis on work-life balance and employee well-being
• Opportunity to work with sophisticated HNW and UHNW clients
• Growing organization with strong long-term career growth potential