Tax Manager

The Agency; Cincinnati (OH); Ibrido; USD 110.000 - 150.000; Tempo pieno

Vantaggi offerti da questo lavoro

Generous paid time off

Profit sharing

401(k)

Medical and dental

Life and long term disability

Professional dues and CPE covered

Access to national alliance resources

Descrizione del lavoro

The Agency in Dayton/Cincinnati area seeks a Tax Manager to own a portfolio of individual and business clients, review complex returns, and lead planning work. This role offers a hybrid schedule and clear path to senior leadership within a long-established CPA firm.

You will mentor staff, manage engagements from start to finish, and help drive proactive planning for high-net-worth families and closely held businesses. CPA license preferred and a strong client-service mindset is essential.

Competenze

• 5+ years of public accounting tax experience.
• Active CPA license.
• Bachelor's degree in Accounting or a related field.

Mansioni

• Manage tax compliance and advisory engagements for individuals, partnerships, S corporations, and C corporations.
• Review complex returns for accuracy, quality, and compliance.
• Build and implement proactive tax planning strategies for business owners and families.
• Serve as primary contact and trusted advisor for closely held businesses and high-net-worth clients.
• Research complex tax issues and present recommendations to clients and leadership.
• Support trust, estate, and succession planning work.
• Manage engagement workflow, staffing, budgets, and deadlines.
• Mentor and develop staff and senior accountants.
• Handle IRS and state notices and disputes.
• Identify opportunities to expand client relationships and advisory work.

Conoscenze

Taxation knowledge

Client engagements

Staff mentoring

Formazione

Bachelor's degree in Accounting or related field

Active CPA license

Descrizione del lavoro

Office Location(s): Dayton, OH or Cincinnati, OH

(Hybrid Schedule)

About the Company

Our client is a long-established, independent CPA and advisory firm that's built its reputation on straightforward advice and lasting client relationships. The firm serves privately held businesses, family-owned companies, and high net worth individuals, and many of those clients have been with the firm for generations. They're adding a Tax Manager to a busy tax practice where proactive planning matters as much as compliance.

About the Role

In this role, you'll own a portfolio of individual and business clients, review complex returns, lead planning work, and mentor the next group of tax professionals. Partners here invest heavily in their people, and there's a real path to Senior Manager, Director, and Partner for someone who wants to build a long-term career with the firm. The role offers a hybrid schedule.

Responsibilities

• Manage tax compliance and advisory engagements for individuals, partnerships, S corporations, and C corporations
• Review complex returns for accuracy, quality, and compliance before they go out the door
• Build and carry out proactive tax planning strategies for business owners and their families
• Serve as the primary point of contact and trusted advisor for a book of closely held business and high net worth clients
• Research complex tax issues and present clear recommendations to clients and firm leadership
• Support trust, estate, and succession planning work for clients thinking about the next generation
• Manage engagement workflow, staffing, budgets, and deadlines
• Mentor, train, and develop staff and senior accountants
• Handle IRS and state notices, examinations, and dispute resolution
• Spot opportunities to expand client relationships and bring in additional advisory work

Qualifications

• 5+ years of public accounting tax experience
• Active CPA license
• Bachelor's degree in Accounting or a related field

Required Skills

• Strong technical knowledge of individual, partnership, S corporation, and C corporation taxation
• Experience reviewing returns and managing client engagements from start to finish
• Solid tax research and analytical skills
• A track record of supervising and mentoring staff
• Clear, confident communication with clients and colleagues
• The ability to keep multiple engagements and deadlines on track

Preferred Skills

• Work with closely held and family-owned businesses in industries like manufacturing and distribution, real estate, healthcare, restaurants and retail, or nonprofits
• Trust, estate, or gift tax experience
• Exposure to succession planning or ownership transition work

Pay range and compensation package

• What Makes This Opportunity Stand Out
• A defined path to Senior Manager, Director, and Partner, with leadership that promotes from within
• A partner mentoring program and 360 degree feedback, so you know where you stand and what's next
• Meaningful client relationships and real advisory work, not just compliance
• Generous paid time off starting in year one, plus profit sharing, a 401(k), and comprehensive medical and dental
• Employer paid life and long term disability insurance, with professional dues and CPE covered
• Leadership that genuinely supports work life balance and a close, collaborative team
• Access to the resources of a national accounting alliance while keeping the feel of an independent firm

This is a great fit for a CPA who wants to lead client relationships, develop a team, and build a long-term career at a firm that invests in its future partners.

Equal Employment Opportunity Statement

The Agency Recruiting follows Equal Employment Opportunity (EEO) guidelines and considers all qualified applicants without regard to race, color, religion, sex, national origin, age, disability, veteran status, or any other protected characteristic under applicable law.