Tax Manager

Taylor White; Cincinnati (OH); Hybrid; USD 120,000 - 150,000; Full time

Benefits offered by this job

Hybrid work arrangements

Generous benefits package

Job summary

Taylor White is seeking a driven Tax Manager in the Greater Cincinnati area to oversee a multi-entity investment program. This high-visibility role offers exposure to complex tax planning, planning liquidity events, and collaboration with seasoned finance and advisory professionals.

The ideal candidate has a Bachelor's in Accounting or Finance, 3+ years of tax experience, and a CPA designation is preferred.

Qualifications

• Bachelor's degree in Accounting or Finance required.
• CPA designation preferred or active progress toward licensure.
• 3+ years of tax experience required.
• Background with a national or top-tier public accounting firm preferred.
• Strong attention to detail and integrity; ability to handle multiple priorities.

Responsibilities

• Lead tax compliance for multi-entity investment structures.
• Supervise preparation and review of returns (individual, trust, partnership, entity).
• Coordinate with CPA firms and external advisors.
• Prepare and maintain quarterly tax projections and estimated payments.
• Advise on tax planning tied to investments and liquidity events.
• Analyze tax implications of new investments and restructurings.
• Educate stakeholders on tax outcomes in clear terms.
• Track pass-through reporting and maintain organized records.
• Monitor regulatory developments and improve tax workflows.

Skills

Analytical thinking

Attention to detail

Communication

Collaboration

Education

Bachelor's degree in Accounting or Finance

CPA designation preferred

Tools

Tax software proficiency

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