Tax Manager & Client Advisory Leader (Employee-Owned)

Wertz & Associates; Hamilton (OH); Hybrid; USD 110,000 - 150,000; Full time

Benefits offered by this job

Employee Stock Ownership Plan (ESOP)

Competitive compensation package

Comprehensive healthcare coverage

Retirement plan

Generous paid time off

Maternity and parental leave

Flexible scheduling options

Hybrid and work-from-home options

Summer Fridays

THRIVE professional development

Leadership coaching and mentoring

Long-term career advancement

Job summary

Wertz & Associates, an award-winning, employee-owned CPA and advisory firm in Hamilton, OH, seeks a Tax Manager to lead complex tax engagements and client relationships. You will mentor staff in a scalable, advisory-driven practice while contributing to ownership through an ESOP model.

The role emphasizes growth, leadership development, and flexible hybrid scheduling with work-life balance.

Qualifications

• CPA or EA designation required.
• Bachelor's or Master's Degree in Accounting.
• 5+ years of public accounting tax experience.
• Experience reviewing business tax returns.
• Strong knowledge of federal tax regulations.
• Experience managing client relationships and tax engagements.
• Excellent communication and leadership skills.
• Strong analytical and problem-solving abilities.

Responsibilities

• Tax Planning & Advisory: review complex business and individual tax returns.
• Develop proactive tax planning strategies for clients.
• Advise clients on business structure, transactions, and tax implications.
• Identify planning opportunities to reduce tax burdens and improve outcomes.
• Assist clients with state and local tax considerations and multi-state matters.
• Client Relationship Management: build trusted advisor relationships with owners and executives.
• Leadership & Team Development: mentor tax staff and senior professionals.
• Engagement & Practice Management: manage workflows, deadlines and budgets.

Skills

Leadership

Communication

Client relationships

Education

CPA or EA designation

Bachelor's or Master's Degree in Accounting

Job description

Wertz & Associates, an award-winning, employee-owned CPA and advisory firm in Hamilton, OH, seeks a Tax Manager to lead complex tax engagements and client relationships. You will mentor staff in a scalable, advisory-driven practice while contributing to ownership through an ESOP model.

The role emphasizes growth, leadership development, and flexible hybrid scheduling with work-life balance.