Tax Manager, CPA/EA

Wertz & Associates; Medina (OH); Hybrid; USD 100,000 - 135,000; Full time

Benefits offered by this job

CPA reimbursement

401(k) with company contribution

Paid holidays

Professional development and CE

Job summary

Wertz & Associates in Medina, Ohio, seeks an experienced Tax Manager to lead advanced tax planning and advisory engagements for high-net-worth individuals, trusts, and closely held businesses. You will mentor staff, manage client engagements, and collaborate with firm leadership to grow the tax practice.

The role emphasizes leadership, client relationship management, and sophisticated tax planning, including estate, gift, and trust taxation, with a hybrid work option in a well-established,

Qualifications

• CPA or EA designation required
• 5-10 years of progressive public accounting experience
• Estate, Gift & Trust taxation experience highly desirable
• SALT experience preferred
• Strong research, analytical, and problem-solving skills; excellent communication and relationship-building abilities
• Proven leadership and mentoring experience

Responsibilities

• Lead complex tax planning and compliance engagements for individuals, partnerships, corporations, trusts, and closely held businesses
• Develop strategies to minimize tax liabilities and maximize planning opportunities
• Review complex tax returns and related work product
• Research and resolve federal, state, and local tax matters
• Stay current on legislative and regulatory developments impacting clients
• Serve as a trusted advisor to key clients and business owners
• Build and strengthen long-term client relationships
• Deliver practical tax and business solutions tailored to client objectives
• Coordinate with external advisors and professional service providers as needed
• Identify opportunities to expand existing client relationships and services
• Supervise Associates and Senior Associates across multiple engagements
• Review workpapers, tax returns, and planning projects
• Provide mentorship, coaching, and professional development support
• Assist with workflow management and engagement scheduling
• Foster a collaborative culture focused on excellence and client service
• Conduct advanced tax research and communicate findings effectively
• Support estate, gift, tax, and fiduciary tax planning initiatives
• Assist with SALT-related planning and compliance matters
• Provide technical guidance on complex client situations and special projects

Education

Bachelor's Degree in Accounting, Finance, or related field

Master's Degree preferred

Job description

Tax Manager, CPA/EA

Tax Advisory | Estate & Trust Planning | Client Leadership | Hybrid Flexibility

Compensation: $100,000-$135,000 Base + Performance Bonus + Career Advancement

Location: Medina, Ohio (Hybrid)

Our client, a highly respected and growing public accounting and advisory firm, is seeking an experienced Tax Manager to join its expanding tax practice in Medina, Ohio.

This is more than a traditional tax management position.

It's an opportunity to serve as a trusted advisor to privately held businesses, business owners, high-net-worth individuals, trusts, and family enterprises while helping lead client engagements, mentor future leaders, and contribute to the continued growth of a thriving firm.

The firm has built an outstanding reputation by combining technical expertise with a consultative, relationship-driven approach. Professionals enjoy meaningful client interaction, leadership opportunities, and the ability to make a direct impact while working within a collaborative culture that genuinely values both personal and professional growth.

Why This Opportunity Stands Out

• $100,000-$135,000 base salary
• Performance-based bonus opportunity
• Hybrid work schedule
• Exposure to sophisticated tax planning and consulting engagements
• Significant client-facing advisory responsibilities
• Estate, gift, and trust planning opportunities
• Strong mentorship and leadership development culture
• Direct access to firm leadership
• Collaborative and family-oriented environment
• Clear path toward senior leadership opportunities

Exceptional candidates with advanced estate and trust expertise, SALT experience, niche industry specialization, or demonstrated business-development capabilities may be considered above the posted compensation range.

The Opportunity

As a Tax Manager, you'll serve as both a technical leader and trusted business advisor while helping manage client engagements and develop the next generation of tax professionals.

You'll work directly with entrepreneurs, executives, family-owned businesses, high-net-worth individuals, trusts, and closely held companies to provide proactive tax planning, compliance oversight, and strategic consulting services.

This role offers a compelling combination of:

• Tax Planning & Advisory
• High-Net-Worth & Private Client Services
• Estate, Gift & Trust Taxation
• State & Local Tax (SALT)
• Client Relationship Management
• Team Leadership & Mentorship

Key Responsibilities

Tax Planning & Advisory

• Lead complex tax planning and compliance engagements for individuals, partnerships, corporations, trusts, and closely held businesses
• Develop strategies designed to minimize tax liabilities and maximize planning opportunities
• Review complex tax returns and related work product
• Research and resolve federal, state, and local tax matters
• Stay current on legislative and regulatory developments impacting clients

Client Relationship Management

• Serve as a trusted advisor to key clients and business owners
• Build and strengthen long-term client relationships
• Deliver practical tax and business solutions tailored to client objectives
• Coordinate with external advisors and professional service providers as needed
• Identify opportunities to expand existing client relationships and services

Leadership & Team Development

• Supervise Associates and Senior Associates across multiple engagements
• Review workpapers, tax returns, and planning projects
• Provide mentorship, coaching, and professional development support
• Assist with workflow management and engagement scheduling
• Foster a collaborative culture focused on excellence and client service

Technical Excellence

• Conduct advanced tax research and communicate findings effectively
• Support estate, gift, tax, and fiduciary tax planning initiatives
• Assist with SALT-related planning and compliance matters
• Provide technical guidance on complex client situations and special projects

Qualifications

• Bachelor's Degree in Accounting, Finance, or related field required
• Master's Degree preferred
• Active CPA or EA designation required
• 5-10 years of progressive public accounting experience
• Strong experience reviewing complex tax engagements
• Estate, Gift & Trust taxation experience highly desirable
• SALT experience preferred
• Strong research, analytical, and problem-solving skillsExcellent communication and relationship-building abilities
• Proven leadership and mentoring experience

Who Thrives Here?

The ideal candidate:

• Enjoys becoming a trusted advisor to clients
• Thinks strategically beyond tax compliance
• Values mentorship and helping others succeed
• Enjoys solving complex tax and business challenges
• Is relationship-oriented and client focused
• Wants meaningful leadership opportunities
• Appreciates a collaborative culture that supports long-term career growth

Benefits

• Performance-based bonus opportunity
• Hybrid work schedule
• CPA reimbursement
• 401(k) with company contribution
• Paid holidays
• Professional development and continuing education
• Mentorship and career development programs
• Professional denim dress code
• Strong work-life balance culture
• Long-term advancement opportunities

About Our Client

Our client is a well-established public accounting and advisory firm serving privately held businesses, entrepreneurs, family-owned companies, nonprofit organizations, and high-net-worth individuals. The firm provides a broad range of services including tax planning, accounting, consulting, business valuations, succession planning, transaction advisory services, and estate planning solutions.

Known for its commitment to employee development, client service, and technical excellence, the firm offers professionals the opportunity to build meaningful careers while working alongside talented colleagues in a collaborative and supportive environment.