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

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

Benefits offered by this job

Hybrid work flexibility

Competitive compensation package

Performance-based bonus program

Generous paid time off

Paid parking

Ongoing professional development

Job summary

Wertz & Associates is seeking a Tax Manager, CPA to lead strategic tax planning and advisory services for high-net-worth clients in a hybrid Cleveland area setting. You will mentor staff, manage complex engagements, and drive growth across private client services.

The role emphasizes leadership, client relationship management, and cross-functional collaboration with senior leadership to deliver sophisticated tax solutions and long-term value.

Qualifications

• Bachelor's Degree in Accounting required.
• Active CPA license required.
• 4–6+ years of public accounting tax experience.
• Experience serving high-net-worth individuals and privately held businesses preferred.

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 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 advisory

Leadership/mentorship

Communication

Education

Bachelor's Degree in Accounting

CPA license

Job description

Wertz & Associates is seeking a Tax Manager, CPA to lead strategic tax planning and advisory services for high-net-worth clients in a hybrid Cleveland area setting. You will mentor staff, manage complex engagements, and drive growth across private client services.

The role emphasizes leadership, client relationship management, and cross-functional collaboration with senior leadership to deliver sophisticated tax solutions and long-term value.