Tax Manager, CPA — High-Net-Worth Advisory, Hybrid

Wertz & Associates; Cleveland (OH); Hybrid; USD 120,000 - 165,000; Full time

Benefits offered by this job

Hybrid work flexibility

Generous paid time off

Paid parking

Busy-season meals

Summer hours with flexible Fridays

Firm events and social outings

Professional development opportunities

Job summary

Wertz & Associates in Cleveland, OH seeks a Tax Manager, CPA to guide high-net-worth individuals and private businesses through complex tax planning and compliance. This role combines technical expertise with advisory leadership and a focus on growing the firm’s private client services.

You'll mentor staff, manage engagements, and collaborate with firm leadership to deliver strategic tax solutions. The position offers hybrid flexibility and a pathway to advancement within a respected public

Qualifications

• Bachelor's Degree in Accounting is required.
• Active CPA license is required.
• 4–6+ years of public accounting tax experience.
• Experience serving high-net-worth individuals and privately held businesses preferred.
• Strong technical knowledge of individual, corporate, partnership, and fiduciary taxation.
• Experience reviewing returns and managing client engagements.
• Excellent communication and relationship-building skills.
• Strong leadership, organizational, and project-management abilities.

Responsibilities

• Lead complex tax planning and compliance engagements for individuals, partnerships, corporations, trusts, and closely held businesses.
• Review tax returns and related work prepared by staff and senior professionals.
• Develop proactive strategies designed to minimize tax liabilities and maximize client outcomes.
• Research and interpret emerging tax legislation and communicate planning opportunities.
• Assist clients with succession planning, wealth preservation, and long-term business strategies.

Skills

Tax planning

Client relationship management

Leadership

Communication

Project management

Education

Bachelor's Degree in Accounting

Active CPA license

Job description

Wertz & Associates in Cleveland, OH seeks a Tax Manager, CPA to guide high-net-worth individuals and private businesses through complex tax planning and compliance. This role combines technical expertise with advisory leadership and a focus on growing the firm’s private client services.

You'll mentor staff, manage engagements, and collaborate with firm leadership to deliver strategic tax solutions. The position offers hybrid flexibility and a pathway to advancement within a respected public