Tax Manager

SR Staffing; Cincinnati (OH); Hybrid; USD 110,000 - 160,000; Full time

Benefits offered by this job

Medical, dental, and vision coverage

401(k) with 4% match

Flexible PTO

Parental Leave

Professional development assistance

Job summary

SR Staffing is representing a Top #10 National Wealth Management Firm seeking a Tax Manager to oversee tax returns for high-net-worth clients and families nationwide. Hybrid role based in Cincinnati, OH with no billable hours and a shorter busy season.

Requirements include CPA/EA or J.D., 5–7+ years in tax within public accounting, and strong experience with 1040/1041 returns; proficiency with pass-through entities is a plus. Competitive compensation between $110,000 and $160,000.

Qualifications

• CPA, EA or J.D. required for the role.
• 5–7+ years of tax experience in public accounting preferred.
• Strong experience with 1040 and 1041 tax returns is required.
• Experience with pass-through entities, partnerships, S-Corps, trusts is a plus.
• Prior experience reviewing tax returns at manager level.

Responsibilities

• Review and sign tax returns for high-net-worth and UHNW individuals/families.
• Collaborate with tax function to ensure accuracy and compliance.
• Support senior management with tax planning and review processes.

Skills

Public tax accounting

Tax return review

High-net-worth tax knowledge

Pass-through entities

Education

CPA

EA

J.D.

Tools

Tax software

Job description

Tax Manager (HNW) Opportunity w/ Top #10 Wealth Management Firm - Cincinnati, OH (Hybrid)

• Compensation: $110,000 - $160,000
• Hours: 40 hours (normal season), 45-50 (busy season)

Our client is a Top #10 National Wealth Management Firm who are rapidly growing seeking a Tax Manager to join its expanding tax function. This role will focus on reviewing and signing tax returns for high-net-worth (HNW) and ultra-high-net-worth (UHNW) individuals and families across the country. No billable hour requirements and shortened busy season with limited hours!!!

• Comprehensive medical, dental, and vision coverage beginning on day one.
• 401(k) savings and investment plan options with 4% match
• Flexible PTO policy and paid Parental Leave.
• Professional development and continuing education assistance.
• No billable hour requirements and shortened busy season with limited hours!!!

Required Qualifications

• CPA, EA or J.D. Required.
• Ideally 5-7+ years of tax experience in public accounting.
• Strong experience with 1040 and 1041 tax returns is required.
• Experience with pass-through entities, partnerships, S-Corps, trusts, and other business entities is a plus.
• Prior experience reviewing tax returns required for manager-level candidates