Tax Manager

William Vaughan Company; Maumee (OH); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Health insurance

401(k) with employer match

Paid holidays

Paid time off (PTO)

Bonuses and referral programs

Job summary

William Vaughan Company in Maumee, Ohio is seeking a Senior Tax Associate to join our locally recognized, full-service accounting firm. You will manage client assignments, oversee federal tax compliance, and review returns for individuals, partnerships, corporations, and trusts, delivering high-quality service.

You should have a degree in Accounting or Finance, CPA or pursuing CPA, and a proven track record in tax research, planning, and complex return work.

Qualifications

• Degree in Accounting or Finance is required.
• CPA or working toward CPA certification.
• Experience preparing and reviewing complex tax returns.
• Experience with tax research and technical knowledge.
• Ability to organize and manage multiple engagements under deadlines.
• Excellent verbal and written communication skills.

Responsibilities

• Manage client assignments and projects delivering high-quality service.
• Oversee complex federal tax compliance and consulting projects for various entities.
• Review tax returns for individuals, partnerships, corporations, and trusts.
• Ensure accuracy of tax provisions and supporting positions.
• Conduct tax research and provide effective solutions.
• Supervise and mentor tax associates and managers.
• Prepare tax planning approaches for client needs and situations.
• Maintain and develop client relationships with WVC clients.
• Participate in market and business activities external to the firm.
• Coach and support team members to meet client and developmental goals.

Skills

Tax knowledge

Tax research

Attention to detail

Communication

Time management

Education

Bachelor's in Accounting/Finance

CPA candidate

Job description

About William Vaughan Company Since 1959, William Vaughan Company has delivered the boutique experience of a small firm alongside the financial depth and broad business expertise of a national practice. With offices in Maumee, Napoleon, Bowling Green, and Cleveland, Ohio, Nashville, Tennessee, and Savannah, Georgia, our firm employs over 115 professionals, including 15 partners, positioning us as a leading provider of accounting and advisory services in Northwest Ohio and beyond.

Who We Are William Vaughan Company has been consistently recognized by leading industry publications, including Accounting Today and The Blade, as a top workplace and a premier provider of professional services. We foster a vibrant, supportive work culture, emphasizing professional development, work-life balance, and community involvement. Our client-centric philosophy, rooted in the vision and values of our founder, drives us to exceed traditional boundaries of accounting and consulting, ensuring every engagement is tailored and impactful. This commitment extends beyond our clients; our team actively participates in and leads multiple charities and community organizations throughout the regions we serve. For more information, visit www.wvco.com.

About Ascend Backed by private equity from people-focused Alpine Investors, Ascend is building a dynamic platform for regional accounting firms that enables them to stay independent while accessing the resources of a Top 25 firm to help them grow. Ascend provides access to growth capital, robust talent acquisition and training, leading quality management resources, best-of-breed technology, AI tools, an offshore captive, shared back-office services, a catalytic leadership system, and modernized equity incentives so that firms can surmount today’s industry challenges to reach their full potential. For more information, visit www.ascendtogether.com.

Senior Tax Associate Are you someone who wants to be part of something bigger? Want to work with a team of people where you can be YOU and you’re not just a number? If so, this Senior Tax Associate position may be your #FitForLife! William Vaughan Company, a locally recognized, full-service accounting firm in Maumee, Ohio is currently searching for the perfect fit to join our team! We value a ‘work hard, play hard mentality and embrace our innovative and youthful staff. Life is too short, so why not work somewhere that makes you happy.

Role And Responsibilities

• Manage client assignments and projects, while delivering a high-quality service
• Oversee complex federal tax compliance and consulting projects requiring tax analysis for a variety of entities and their affiliates
• Review various types of tax returns including individual, corporate, partnership, and trusts and make recommendations and decisions that reflect client needs
• Ensure the accuracy of tax provisions and returns including documenting supporting tax positions
• Conduct tax research and provide effective solutions
• Supervise and provide assistance to tax associates and managers
• Prepare high-quality, practical tax planning approaches for various client tax needs and situations
• Maintain and develop business relationships with WVC clients
• Participate in and contribute to market and business activities external to the firm
• Opportunity to coach, advise and support team members with meeting both client and professional-development expectations

Requirements

• A degree in Accounting, Finance, or related discipline
• CPA or working toward CPA certification
• A proven track record of preparing and reviewing complex individual, partnership, corporate, and trust tax returns
• Experience conducting tax research and a solid foundation of tax-related technical knowledge
• Demonstrated ability to self-direct and effectively organize, prioritize and manage multiple engagements under tight deadlines
• Ability to problem-solve and think both creatively and logically
• Excellent verbal and written communication skills

Benefits

• For employees working 30 or more hours per week, we offer a comprehensive benefits package that includes medical, dental, and vision coverage, as well as dependent coverage; Health Care and Dependent Care Flexible Spending Accounts; and employer-paid life insurance; disability insurance; parental leave; bonuses and referral programs; community service opportunities; fun company events; "dress for your day" attire; and a 401(k) plan with employer match
• We also provide time off (PTO) and 12 paid holidays

At Ascend, we provide a fair and equal employment opportunity for all candidates regardless of race, color, religion, national origin, gender, pregnancy, sexual orientation, gender identity/expression, age, marital status, disability, or any other legally protected characteristic. Ascend hires and promotes individuals solely based on qualifications for the position to be filled and business needs.