Tax Manager

Brewer Morris; Cincinnati (OH); Hybrid; USD 110,000 - 140,000; Full time

Job summary

Brewer Morris is seeking a High-Net-Worth Tax Manager to join its growing tax team. This role focuses on reviewing and signing tax returns for HNW and UHNW individuals and families nationwide.

You'll advise clients on tax matters, mentor junior staff, and collaborate with internal teams to deliver exceptional service across partnerships, trusts, estates, and closely held businesses while maintaining a balanced work environment.

Qualifications

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

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

Public accounting tax

1040 & 1041 review

Sign-off authority

HNW/UHNW client experience

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