Tax Manager

Meritas Advisory Group, LLC; Dayton (OH); Hybrid; USD 90,000 - 150,000; Full time

Benefits offered by this job

Five weeks of PTO

Firm-wide shutdown week

Hybrid work environment

Career development

Mentorship and leadership training

Direct client interaction

Job summary

Meritas Advisory Group, LLC in Dayton seeks a Tax Manager to lead and manage complex tax engagements, providing strategic advisory services to clients and driving growth. You will be the primary adviser and relationship manager for key clients, guiding them through tax planning, compliance, and optimization efforts.

You will mentor junior staff, oversee multiple engagements, budgets, and deadlines, and contribute to practice development through technical research and innovative tax strategies.

Qualifications

• CPA designation required.
• 8–15 years of public accounting tax experience with escalating responsibilities.
• Strong technical tax, research, and planning expertise.
• Proven experience in managing client relationships and complex engagements.
• Passion for mentoring and delivering outstanding client service.
• Excellent communication and leadership capabilities.

Responsibilities

• Spearhead complex tax engagements from planning to final delivery.
• Review tax returns, research, and consulting projects.
• Advise clients on proactive tax strategies to minimize exposure.
• Act as primary advisor and relationship manager for clients.
• Mentor and develop emerging tax professionals.
• Oversee multiple engagements, budgets, and timelines.
• Identify opportunities to provide additional value to clients.

Skills

Tax planning

Client relationship management

Leadership

Project oversight

Education

CPA designation

Job description

We are seeking a highly skilled and motivated Tax Manager to join our team in Dayton. This role provides an exciting opportunity to lead and manage comprehensive tax engagements, offering strategic advice to clients and driving business success. As a Tax Manager, you will be the cornerstone of client relationships, guiding them through intricate tax challenges and identifying opportunities for growth.

What We Offer:

• A vibrant, relationship-driven work culture grounded in respect, excellence, accountability, and leadership.
• Direct client interaction and a focus on advisory services.
• Extensive opportunities for career advancement and professional development.
• Continuous coaching, mentorship, and leadership training.
• Five weeks of paid time off plus an additional firm-wide shutdown week.
• A flexible hybrid work environment with no mandatory office schedule.

Key Responsibilities:

• Spearhead complex tax engagements from initial planning to final delivery.
• Conduct thorough reviews of tax returns, research, and consulting projects.
• Advise clients on proactive tax strategies to minimize exposure.
• Act as a primary advisor and relationship manager for clients.
• Mentor and develop emerging tax professionals.
• Oversee multiple engagements, budgets, and timelines effectively.
• Identify and capitalize on opportunities to provide additional value to clients.

Qualifications:

• A CPA, EA, CA, or similar professional designation.
• 8 to 15 years of public accounting tax experience with escalating responsibilities.
• Robust technical tax, research, and planning expertise.
• Proven experience in managing client relationships and complex engagements.
• A passion for cultivating talent and delivering outstanding client service.
• Exceptional communication and leadership capabilities.

If you are eager to move beyond tax compliance, forge meaningful client relationships, and grow with a dynamic firm committed to your professional success, we look forward to discussing how you can make a significant impact in this role.