Tax Manager

Taylor White; Tampa (FL); Hybrid; USD 120,000 - 180,000; Full time

Benefits offered by this job

Generous benefits package

Hybrid work arrangements

Job summary

Taylor White seeks a driven Tax Manager for a high-impact private investment organization in the Greater Cincinnati area. You will lead the tax compliance function across multi-entity structures and investment holdings, supervising returns for individuals, trusts, partnerships, and entities.

You'll coordinate with CPA firms, prepare projections, advise on tax planning around liquidity events, monitor regulatory developments, and drive continuous improvements in tax processes within a

Qualifications

• 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 preferred.
• Exceptional attention to detail and strong analytical skills.

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 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 liquidity events.
• Analyze tax implications of new investments, restructurings, and complex transactions.
• Serve as a client-facing resource, educating stakeholders on tax outcomes.
• Monitor legislative and regulatory developments and assess their impact on planning and compliance.

Skills

Tax planning

Attention to detail

Analytical thinking

Communication

Team leadership

Education

Bachelor's degree in Accounting or Finance

CPA licensure preferred

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 entitiesSupervise the preparation and review of individual, trust, partnership, and entity income tax returnsCoordinate deliverables, timelines, and information flow with third-party CPA firms and external advisorsPrepare and maintain recurring income tax projections and estimated payment calculationsAdvise on income tax planning strategies tied to investment activity and significant liquidity eventsAnalyze the tax implications of new investments, restructurings, and complex transactionsServe as a client-facing resource, educating stakeholders on tax outcomes in clear, practical termsTrack and interpret pass-through reporting from a broad mix of public and private investment holdingsMaintain organized tax records, workpapers, and a disciplined filing and compliance calendarMonitor legislative and regulatory developments and assess their impact on planning and complianceContinuously improve tax workflows, documentation, and reporting tools by leveraging technologyRequirements:Bachelor's degree in Accounting or Finance requiredCPA designation or active progress toward licensure preferred3+ years of tax experience requiredBackground with a national or top-tier public accounting firm requiredExceptional attention to detail and a genuine commitment to accuracy and integrityStrong analytical, problem-solving, and organizational skills across competing prioritiesDemonstrated curiosity around technology, systems, and process improvementSelf-starter who takes ownership of work and follows through without promptingStrong communicator able to translate complex financial information into clear insightsCollaborative, adaptable, and service-oriented approachHigh degree of professionalism, discretion, and confidentialityWhy You'll Love Working Here:Fantastic culture with real work-life balance and predictable hoursRare exposure to an institutional-quality investment program and confidential, complex transactionsGenerous benefits package!Flexibility for candidates with family commitments, including hybrid arrangementsRoom to expand into broader advisory responsibility for the right personINDLPJOB#23125