Tax Manager, CPA/EA

Wertz & Associates; Westlake (OH); Hybrid; USD 110,000 - 145,000; Full time

Benefits offered by this job

Hybrid work schedule

CPA reimbursement program

401(k) with company contribution

Paid holidays

Generous paid time off

Professional development and CE

Job summary

Wertz & Associates, a respected Northeast Ohio public accounting and advisory firm, seeks a Tax Manager to guide tax planning and advisory engagements for high-net-worth individuals, trusts, and privately held businesses.

In this hybrid Westlake role, you’ll mentor staff, lead client meetings, and develop strategies across estate, gift, and state tax planning while advancing toward senior leadership opportunities.

Qualifications

• 5–10 years of public accounting experience.
• Active CPA or EA designation.
• Experience reviewing business and individual tax returns.
• Strong tax planning and research capabilities.
• Leadership and mentoring experience.

Responsibilities

• Lead complex tax planning and compliance engagements.
• Review corporate, partnership, S-corporation, fiduciary, and individual tax returns.
• Develop proactive strategies to minimize tax liabilities and maximize client opportunities.
• Research and resolve complex federal, state, and local tax matters.
• Identify planning opportunities related to growth, ownership transitions, and wealth preservation.

Skills

Tax planning

Tax research

Client advisory

Leadership

Mentoring

Communication

Education

Active CPA or EA designation

Job description

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

Compensation: $110,000–$145,000 Base + Performance Bonus + Career Advancement

Location: Westlake, Ohio (Hybrid)
Schedule: Flexible 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.

This is more than a traditional tax management role.

It's an opportunity to become a trusted advisor to privately held businesses, entrepreneurs, family-owned companies, high-net-worth individuals, trusts, and estates while helping lead client engagements, mentor future leaders, and influence the continued growth of a thriving regional CPA firm.

For more than 35 years, the firm has built its reputation on exceptional client service, technical excellence, and a culture that prioritizes both professional development and personal well-being. Professionals enjoy the resources and opportunities of a growing firm while benefiting from a collaborative, close-knit environment where relationships matter.

If you're looking for a role that combines leadership, client advisory services, sophisticated tax planning, and long-term career growth, we'd welcome a confidential conversation.

Why This Opportunity Stands Out

• $110,000–$145,000 base salary
• Performance-based bonus opportunity
• Hybrid work schedule
• CPA reimbursement program
• Strong mentorship and leadership development
• Diverse client portfolio and industry exposure
• Significant client-facing advisory responsibilities
• Estate, gift, trust, and succession planning exposure
• Direct access to firm leadership
• Collaborative and team-oriented culture
• Clear path toward Senior Manager and Director-level opportunities

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

About the Firm

This firm serves a broad range of clients, including:

• Closely held and family-owned businesses
• Professional service firms
• Manufacturing companies
• Construction and real estate organizations
• Nonprofit entities
• Entrepreneurs and business owners
• High-net-worth individuals and families

The firm provides a comprehensive suite of services including:

• Tax Planning & Compliance
• Audit & Assurance
• Client Advisory Services
• Business Consulting
• Valuation Services
• Outsourced Accounting
• Estate & Succession Planning
• Strategic Growth Advisory

Professionals are encouraged to develop meaningful client relationships and become trusted business advisors rather than solely tax compliance specialists.

The Opportunity

As a Tax Manager, you'll serve as both a technical leader and strategic advisor while helping clients navigate increasingly complex tax and business challenges.

You'll work directly with business owners, executives, family groups, and investors to identify opportunities, mitigate risk, and develop proactive tax strategies that support long-term success.

This role offers significant exposure to:

• Tax Planning & Advisory
• High-Net-Worth Tax Services
• Estate & Trust Taxation
• State & Local Tax (SALT)
• Business Succession Planning
• Client Relationship Management
• Leadership & Team Development

Key Responsibilities

Tax Planning & Advisory

• Lead complex tax planning and compliance engagements
• Review corporate, partnership, S-corporation, fiduciary, and individual tax returns
• Develop proactive strategies designed to minimize tax liabilities and maximize client opportunities
• Research and resolve complex federal, state, and local tax matters
• Identify planning opportunities related to business growth, ownership transitions, and wealth preservation

Client Relationship Management

• Serve as a trusted advisor to business owners and key client contacts
• Build and maintain long-term client relationships
• Conduct planning meetings and strategic discussions throughout the year
• Coordinate with attorneys, financial advisors, and other professional service providers
• Identify opportunities to expand client relationships and firm services

Leadership & Team Development

• Supervise Associates and Senior Associates
• Review workpapers, returns, and planning projects
• Mentor and develop future firm leaders
• Provide performance feedback, coaching, and career guidance
• Assist with recruiting, onboarding, and training initiatives

Technical Excellence

• Conduct advanced tax research and communicate findings effectively
• Support estate, gift, trust, and fiduciary tax matters
• Advise clients on multi-state and SALT-related issues
• Stay current on changing tax laws and regulations
• Serve as a technical resource for staff and clients

Qualifications

Required

• Bachelor's Degree in Accounting, Finance, or related field
• Active CPA or EA designation
• 5–10 years of public accounting experience
• Experience reviewing business and individual tax returns
• Strong tax planning and research capabilities
• Excellent written and verbal communication skills
• Leadership and mentoring experience
• Strong analytical and organizational abilities

Who Thrives Here?

The ideal candidate:

• Enjoys becoming a trusted advisor to clients
• Thinks strategically beyond tax compliance
• Values mentorship and team development
• Enjoys working directly with business owners
• Has strong relationship-building abilities
• Wants meaningful leadership opportunities
• Appreciates a culture that values both professional success and personal balance

Benefits

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

What Makes This Firm Different?

Many firms talk about culture.

This organization has spent decades building one.

Employees are given the opportunity to develop their careers through meaningful client interaction, direct access to leadership, ongoing mentorship, and exposure to sophisticated tax and advisory work. Rather than being treated as a production resource, professionals are encouraged to grow into trusted advisors and future leaders.

The result is a firm that continues to attract talented professionals who want challenging work, strong client relationships, career advancement opportunities, and a supportive environment that values people as much as performance.

About Our Client

Our client is a well-established public accounting and advisory firm that has served businesses and individuals throughout Northeast Ohio for more than three decades. The firm has built its reputation by delivering exceptional service, practical advice, and long-term solutions that help clients achieve their goals.

As the organization continues to grow, they are seeking experienced tax professionals who are passionate about client service, leadership, and helping businesses and individuals succeed.

If you're a Tax Manager looking for an opportunity to lead sophisticated engagements, mentor future professionals, build lasting client relationships, and continue advancing your career within a highly respected public accounting firm, we'd love to speak with you confidentially.