Tax Manager

Taylor White; Cincinnati (OH); Hybrid; USD 110,000 - 160,000; Full time

Benefits offered by this job

Hybrid arrangements

Generous benefits package

Room for advisory growth

Job summary

Taylor White is seeking a Tax Manager to lead the tax compliance across a sophisticated, multi-entity investment structure. You will supervise the preparation of returns for individuals, trusts, partnerships, and entities, coordinating with external advisors to ensure accurate, timely filings.

The role emphasizes tax planning related to investments and liquidity events, with a focus on precision, confidentiality, and strategic advisory support within a collaborative team.

Qualifications

• Bachelor's degree in Accounting or Finance required.
• CPA designation or active progress toward licensure preferred.
• 3+ years of tax experience required.
• Background with a national or top-tier public accounting firm.
• Strong attention to detail and integrity.
• Analytical, problem-solving and organizational skills.
• Curiosity around technology, systems, and process improvement.
• Self-starter who takes ownership and follows through.

Responsibilities

• Lead tax compliance function across multi-entity and investment entities.
• Supervise preparation and review of individual, trust, partnership, and entity tax returns.
• Coordinate with CPA firms and external advisors.

Skills

CPA licensure in progress

Tax experience

Attention to detail

Analytical skills

Communication

Collaboration

Discretion

Education

Bachelor's degree in Accounting or Finance

Job description

Tax Manager | Competitive Compensation, Above Market| Rare Seat on a High-Impact Team! Location: Greater Cincinnati Area | Local Candidates Only! We are seeking a driven and intellectually curious tax professional to step into a highly visible Tax Manager role with a sophisticated private investment organization. The company operates a diverse portfolio spanning public and private investments, operating businesses, and strategic investments across multiple industries and geographies. With a lean, highly collaborative team, this role offers uncommon exposure to complex transactions, tax planning initiatives, and investment-related activities. The organization values precision, intellectual curiosity, and continuous improvement, creating an environment where professionals can expand their expertise well beyond traditional tax compliance. This is an exceptional opportunity for someone looking to deepen their knowledge at the intersection of tax, investments, and business operations while working closely with experienced finance and advisory professionals. Successful completion of background, drug, and reference checks required.

Responsibilities:

• Lead the tax compliance function across a sophisticated, multi-entity structure and investment entities
• Supervise the preparation and review of individual, trust, partnership, and entity income tax returns
• Coordinate deliverables, timelines, and information flow with third-party CPA firms and external advisors
• Prepare and maintain recurring income tax projections and estimated payment calculations
• Advise on income tax planning strategies tied to investment activity and significant liquidity events
• Analyze the tax implications of new investments, restructurings, and complex transactions
• Serve as a client-facing resource, educating stakeholders on tax outcomes in clear, practical terms
• Track and interpret pass-through reporting from a broad mix of public and private investment holdings
• Maintain organized tax records, workpapers, and a disciplined filing and compliance calendar
• Monitor legislative and regulatory developments and assess their impact on planning and compliance
• Continuously improve tax workflows, documentation, and reporting tools by leveraging technology

Requirements:

• Bachelor's degree in Accounting or Finance required
• CPA designation or active progress toward licensure preferred
• 3+ years of tax experience required
• Background with a national or top-tier public accounting firm required
• Exceptional attention to detail and a genuine commitment to accuracy and integrity
• Strong analytical, problem-solving, and organizational skills across competing priorities
• Demonstrated curiosity around technology, systems, and process improvement
• Self-starter who takes ownership of work and follows through without prompting
• Strong communicator able to translate complex financial information into clear insights
• Collaborative, adaptable, and service-oriented approach
• High degree of professionalism, discretion, and confidentiality

Why You'll Love Working Here:

• Fantastic culture with real work-life balance and predictable hours
• Rare exposure to an institutional-quality investment program and confidential, complex transactions
• Generous benefits package!
• Flexibility for candidates with family commitments, including hybrid arrangements
• Room to expand into broader advisory responsibility for the right person