Tax Manager, CPA/EA

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

Benefits offered by this job

ESOP ownership

Hybrid schedule

Summer Fridays

Leadership development program

THRIVE professional development

Job summary

Wertz & Associates, an award‑winning, employee‑owned CPA and advisory firm in Hamilton, OH, seeks a Tax Manager (CPA/EA) to lead complex engagements for privately held clients and high‑net‑worth individuals.

You’ll mentor staff, drive strategic tax planning, and expand advisory services while enjoying ownership opportunities, flexible hybrid work, and career growth within a collaborative culture.

Qualifications

• CPA or EA designation is required for this leadership tax role.
• 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

• 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 tax matters.
• Build and maintain trusted advisor relationships with business owners and executives.
• Mentor and develop tax staff and senior professionals.
• Manage tax engagement workflows, deadlines, and budgets.

Skills

Client relationships

Tax advisory

Leadership

Business advisory

Communication

Education

CPA or EA designation

Bachelor's or Master's in Accounting

Job description

Tax Manager, CPA/EA

Tax Advisory | Employee Ownership | Client Leadership | Work-Life Balance

Compensation: $110,000–$150,000 Base + ESOP Ownership Benefits + Leadership Growth Opportunity

Location:Hamilton, OH
Schedule: Flexible Hybrid

Our client, an award-winning, employee-owned CPA and advisory firm, is seeking an experienced Tax Manager to join its growing tax practice.

This is more than a traditional tax management role.

It's an opportunity to become a trusted advisor to privately held businesses, business owners, and individual clients while leading complex tax engagements, mentoring future leaders, and helping drive the growth of a 100% employee-owned firm where your contributions directly impact your future.

As an employee-owner, you'll have the opportunity to share in the success you help create while building meaningful client relationships and playing a key role in a firm that values transparency, collaboration, professional growth, and work-life balance.

If you're looking for a leadership opportunity that combines tax expertise, strategic advisory services, client relationship management, and ownership potential, we'd welcome a confidential conversation.

Why This Opportunity Stands Out

• $110,000–$150,000 base salary
• 100% Employee-Owned through an ESOP
• Hybrid and flexible work options
• 53‑hour busy season expectations
• Summer Fridays with reduced hours
• Significant client advisory responsibilities
• Opportunity to serve as a trusted advisor to business owners
• Strong mentorship and leadership development opportunities
• Direct access to firm leadership
• THRIVE career coaching and development program
• Clear path for long-term advancement
• Collaborative and transparent culture

Exceptional candidates with significant advisory experience, SALT expertise, multi‑state taxation experience, or proven client development success may be considered above the posted compensation range.

About the Firm

Our client is an award-winning CPA and advisory firm dedicated to helping privately held businesses, entrepreneurs, and individuals achieve long‑term success.

The firm provides a comprehensive suite of services including:

• Tax Planning & Compliance
• Business Advisory Services
• Consulting Services
• Audit & Assurance
• Strategic Business PlanningState & Local Tax Advisory
• Wealth & Succession Planning

Unlike many firms that focus strictly on compliance, professionals work closely with clients throughout the year, building long‑term advisory relationships that create meaningful business impact.

The Opportunity

As a Tax Manager, you'll serve as a key leader within the tax practice while helping clients navigate complex tax matters, business decisions, and growth opportunities.

You'll have significant exposure to:

• Tax Planning & Advisory Services
• Partnership Taxation
• S-Corporation Taxation
• C-Corporation Taxation
• Pass-Through Entity Taxation
• Multi-State Tax Matters
• Business Consulting
• Client Relationship Management
• Team Leadership & Mentorship

This role blends technical tax expertise, strategic advisory work, and leadership responsibilities.

Key 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 that reduce tax burdens and improve outcomes
• Assist clients with state and local tax considerations and multi‑state tax matters

Client Relationship Management

• Build and maintain trusted advisor relationships with business owners and executives
• Conduct year-round advisory conversations with clients
• Deliver strategic business and tax guidance
• Help clients make informed financial and operational decisions
• Provide exceptional service and responsiveness

Leadership & Team Development

• Mentor, coach, and develop tax staff and senior professionals
• Review work product and provide constructive feedback
• Support career development and ongoing learning
• Foster a collaborative, high‑performing team environment
• Help develop the next generation of firm leaders

Engagement & Practice Management

• Manage tax engagement workflows, deadlines, and budgets
• Coordinate client communication and project execution
• Ensure quality standards and compliance requirements are met
• Collaborate with firm leadership to deliver exceptional client service
• Identify efficiency improvements and process enhancements

Qualifications

Required

• CPA or EA designation
• 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

Who Thrives Here?

The ideal candidate:

• Enjoys becoming a trusted advisor to clients
• Wants more strategic advisory work and less transactional compliance
• Values ownership and long‑term career growth
• Enjoys mentoring and developing others
• Has an entrepreneurial mindset
• Appreciates flexibility and work‑life balance
• Wants meaningful influence within a growing firm

Benefits

• 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 opportunities
• Summer Fridays
• THRIVE professional development program
• Leadership coaching and mentoring
• Long-term career advancement opportunities

What Makes This Opportunity Different?

Most Tax Manager positions focus heavily on compliance and seasonal deadlines.

This opportunity offers something more.

You'll become a year-round advisor to business owners, helping them navigate important tax, financial, and business decisions while building long‑term relationships that create meaningful value. As an employee-owner, you'll also have the opportunity to share directly in the firm’s success while helping shape its future.

The combination of ownership, flexibility, client advisory work, and career growth creates an opportunity that's difficult to find elsewhere in public accounting.

About Our Client

Our client is an award-winning, employee-owned CPA and advisory firm built around the belief that employees should share in the success they help create. Through a commitment to exceptional client service, professional development, and a collaborative culture, the firm continues to attract talented professionals seeking more ownership, more opportunity, and more purpose in their careers.

Employees benefit from direct access to leadership, meaningful client relationships, strong development programs, and the unique opportunity to build long‑term wealth through employee ownership.

If you're a Tax Manager seeking employee ownership, advisory-focused client relationships, leadership opportunities, and a firm where your success directly contributes to your future, we'd love to speak with you confidentially.