Tax Manager, CPA

Wertz & Associates; Independence Township (OH); Hybrid; USD 120,000 - 160,000; Full time

Benefits offered by this job

Four weeks PTO

Twelve paid holidays

Work From Anywhere flexibility

Hybrid work environment

Paid holidays

Job summary

Wertz & Associates, a Top 100 accounting and advisory firm in Independence, OH, seeks a Tax Manager (CPA) to lead a growing tax practice. You will advise business owners and executives, oversee complex engagements, and mentor staff, driving client value and growth.

The role blends technical tax expertise with leadership, client advisory work, and business development in a flexible hybrid environment.

Qualifications

• CPA license required.
• Bachelor's or Master's Degree in Accounting, Tax, or related field.
• 5–8 years of public accounting tax experience.
• Prior supervisory or leadership experience.
• Experience with federal tax compliance and tax planning.

Responsibilities

• Advise clients on tax implications of business decisions and strategic initiatives.
• Develop tax strategies to minimize tax liability and maximize client value.
• Provide sophisticated tax consulting and planning services.
• Research complex tax matters and communicate recommendations clearly.
• Identify changing regulations and emerging tax issues impacting clients.

Skills

Leadership

Business development

Client advisory

Mentorship

Education

CPA license

Accounting/Tax degree

Job description

Tax Manager, CPA

Tax Advisory | Client Leadership | Business Development | Hybrid Flexibility

Compensation: $120,000–$160,000 Base + Performance Bonus + Leadership Growth Opportunity

Location: Independence, Ohio (Hybrid)
Schedule: Flexible Hybrid

Our client, a nationally recognized Top 100 business advisory and accounting firm, is seeking an experienced Tax Manager to join its growing tax practice in Independence.

This is more than a traditional tax management position.

It's an opportunity to serve as a trusted advisor to business owners, executives, closely held companies, and high-net-worth clients while leading a team of tax professionals, helping drive business growth, and contributing to the success of a firm built around a "People First" culture.

With hundreds of professionals across Ohio and a reputation for delivering sophisticated tax, accounting, and consulting solutions, our client offers the resources of a large firm while maintaining the collaborative culture and work-life balance that professionals value.

If you're looking for a leadership opportunity that combines technical tax expertise, client advisory services, team development, and business growth initiatives, we'd welcome a confidential conversation.

Why This Opportunity Stands Out

• $120,000–$160,000 base salary
• Performance-based bonus opportunity
• Hybrid work environment
• Work From Anywhere flexibility
• Four weeks PTO annually
• Twelve paid holidays, including floating holidays
• Strong leadership and career development programs
• Significant client advisory responsibilities
• Business development and networking opportunities
• Top 100 accounting and advisory firm platform
• Clear path toward Senior Manager, Director, and Principal-level leadership

Exceptional candidates with advanced tax planning expertise, strong business development success, niche industry specialization, or extensive client advisory experience may be considered above the posted compensation range.

About the Firm

Our client is a leading business advisory and accounting firm providing services throughout Ohio and beyond.

The firm specializes in:

• Tax Planning & Compliance
• Business Advisory Services
• Accounting Services
• Consulting Solutions
• Wealth & Succession Planning
• Client Advisory Services

Their culture is built around putting people first, investing heavily in employee development, fostering long-term client relationships, and helping professionals build rewarding careers while maintaining work-life balance.

The Opportunity

As a Tax Manager, you'll serve as a key advisor and leader within the tax practice.

You'll work directly with business owners, entrepreneurs, and organizational leadership teams while overseeing complex tax engagements, managing client relationships, developing staff, and contributing to growth initiatives.

You'll gain significant exposure to:

• Federal Tax Planning & Compliance
• Tax Research & Analysis
• Business Advisory Services
• Strategic Tax Consulting
• Client Relationship Management
• Team Leadership & Mentorship
• Business Development Activities
• Practice Growth Initiatives

This role offers an excellent blend of technical expertise, leadership responsibility, and client-facing advisory work.

Key Responsibilities

Tax Advisory & Planning

• Advise clients on the tax implications of business decisions and strategic initiatives
• Develop tax strategies designed to minimize tax liability and maximize client value
• Provide sophisticated tax consulting and planning services
• Research complex tax matters and communicate recommendations clearly
• Identify changing regulations and emerging tax issues impacting clients

Client Relationship Management

• Serve as the primary contact for complex client tax matters
• Build and strengthen long-term client relationships
• Communicate federal, state, and local tax concepts effectively
• Assist clients in achieving business and financial objectives
• Deliver exceptional year-round tax and advisory support

Leadership & Team Development

• Lead, mentor, and develop tax professionals across multiple levels
• Provide technical guidance and performance coaching
• Review work product and maintain quality standards
• Foster collaboration and accountability throughout the team
• Help attract, retain, and develop top talent

Practice Management

• Manage engagement workflows, team resources, and project timelines
• Monitor engagement profitability and billing
• Support operational efficiency initiatives
• Contribute to strategic planning and practice development efforts
• Ensure compliance with firm standards and professional requirements

Business Development

• Participate in networking, community involvement, and growth initiatives
• Identify opportunities to expand existing relationships
• Help clients discover additional value-added services
• Support proposals, presentations, and client pursuits
• Contribute to the continued expansion of the firm's client base

Qualifications

Required

• CPA license required
• Bachelor's or Master's Degree in Accounting, Tax, or related field
• 5–8 years of public accounting tax experience
• Prior supervisory or leadership experience
• Experience with federal tax compliance and tax planning
• Strong tax research and analytical capabilities
• Excellent communication and presentation skills
• Strong project management and organizational abilities

Who Thrives Here?

The ideal candidate:

• Enjoys developing long-term client relationships
• Think like a trusted business advisor
• Wants meaningful leadership responsibilities
• Enjoys mentoring and developing others
• Has an entrepreneurial mindset
• Values flexibility and work-life balance
• Wants a long-term path toward firm leadership

Benefits

• Competitive compensation package
• Performance bonus opportunities
• Medical, dental, and vision coverage
• 401(k) retirement program
• Life insurance
• Short-term and long-term disability coverage
• Four weeks PTO
• Twelve paid holidays annually
• Family leave programs
• Training and development opportunities
• Work From Anywhere flexibility
• Wellness resources and support programs
• Long-term career advancement opportunities

What Makes This Opportunity Different?

Many Tax Manager positions focus exclusively on compliance and review work.

This opportunity provides the platform to become a true advisor and leader.

You'll have the opportunity to influence client decisions, mentor future professionals, contribute to business development efforts, and play a meaningful role in the continued growth of a nationally recognized advisory firm. Leadership places a strong emphasis on employee well‑being, career development, and creating an environment where professionals can thrive both personally and professionally.

About Our Client

Our client is a Top 100 accounting and advisory firm recognized for its commitment to technical excellence, client service, and employee development. Through a combination of sophisticated advisory services, collaborative culture, and continuous investment in its people, the firm continues to attract professionals seeking both career advancement and work‑life balance.

Employees benefit from leadership accessibility, robust development resources, challenging engagements, and the opportunity to build long‑term careers within a people‑focused organization.

If you're a Tax Manager seeking greater client influence, leadership opportunities, flexibility, and a clear path for continued career growth, we'd love to speak with you confidentially.