Tax Manager

Brewer Morris; Cincinnati (OH); Hybrid; USD 120,000 - 180,000; Full time

Job summary

Top 10 Wealth Management Firm in Cincinnati is seeking a High-Net-Worth Tax Manager to join its growing tax team. You will review and sign complex individual, trust, and fiduciary tax returns for HNW and UHNW clients nationwide.

This role emphasizes advisory work, collaboration with clients and internal teams, and mentoring junior staff. CPA preferred; 5-7+ years in public accounting tax with experience in 1040/1041 is required.

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.

Responsibilities

• 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

Skills

Tax expertise

Public accounting

Client advisory

Mentoring

Education

CPA preferred

Job description

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