Tax Manager (Hybrid)

Jobot; Cleveland (OH); Hybrid; USD 90,000 - 135,000; Full time

Benefits offered by this job

Hybrid after training

401(k) match 4%

Health insurance

Dental and vision

Continuing education

License fees covered

Self-managed PTO

Job summary

Jobot, a Cleveland-area accounting firm, seeks a Tax Manager to lead technical reviews, nurture client relationships, and mentor staff. This hands-on role offers significant client-facing responsibility and direct access to firm leadership in advising individuals, trusts, and small businesses.

The ideal candidate has 6–8 years in tax, CPA/EA credentials, and deep knowledge of corporate, trust, and multi-state taxation.

Qualifications

• Bachelor's degree in accounting required.
• CPA certification or EA required.
• 6–8 years of experience in individual and business tax compliance.
• Strong knowledge of corporate, trust, and partnership taxation.
• Working knowledge of state income/franchise tax for multi-state filers.
• Broad exposure to federal income taxation.
• Excellent managerial, organizational, and tax research skills.
• Strong written and verbal communication skills; business development a plus, not required.

Responsibilities

• Technically review business, trust, and individual income tax returns, guiding tasks from start to finish with accuracy.
• Identify and resolve tax issues, offering recommendations to improve client outcomes.
• Deliver timely, high-quality work that meets client expectations.
• Manage multiple client engagements simultaneously.
• Serve as Engagement Manager on specific accounts, owning planning, execution, and final delivery.
• Schedule staff and manage the tax compliance process; keep leadership informed on status.
• Build and maintain strong client relationships as primary contact.
• Delegate work and support staff development by building skills.
• Stay current on tax trends and apply guidance to moderately complex client situations.

Skills

Client relations

Staff development

Engagement management

Tax research

Tax planning

Tax compliance

Multi-state tax

Communication skills

Education

Bachelor's degree in accounting

CPA or EA

Tools

Tax software

Job description

Join a well-established Cleveland-area accounting firm - Tax Manager opening!

Salary: $90,000 - $135,000 per year

A bit about us

A regional accounting firm serving Cleveland and Northeast Ohio since the early 2000s, providing tax preparation, tax planning, and advisory services to individuals and small businesses. The firm is owned by a CPA and Certified Financial Planner, and its team combines tax expertise with broader financial planning knowledge - offering clients a genuinely full-service relationship rather than just annual tax prep.

Why join us?

• Hybrid (after initial in-office training period)
• 401(k) with 4% match
• Health insurance, including dental and vision
• Continuing education and license fees covered
• Self-managed PTO (with standard tax season restrictions)

Job Details

TAX MANAGER

A well-established Cleveland-area accounting firm is seeking a Tax Manager to take ownership of technical review, client relationships, and staff development within its tax practice. This is a hands‑on leadership role for someone who wants real client‑facing responsibility and a direct line to firm leadership, supporting individuals, trusts, and small businesses.

Responsibilities

• Technically review business, trust, and individual income tax returns, managing tasks from start to finish with accuracy and efficiency
• Identify and resolve tax issues, offering recommendations that improve client outcomes and support client growth
• Deliver timely, high-quality work that meets or exceeds client expectations
• Manage multiple client engagements simultaneously
• Serve as Engagement Manager on specific accounts, owning planning, execution, and final delivery
• Schedule staff, manage the tax compliance process, and keep firm leadership informed on engagement status
• Build and maintain strong, professional client relationships as a primary point of contact
• Delegate work effectively, and support staff development by building their technical and industry skills
• Stay current on tax trends, developments, and technical guidance, applying them to moderately complex client situations

Qualifications

• Bachelor's degree in accounting required
• CPA certification or EA required
• 6-8 years of experience in individual and business tax compliance
• Strong knowledge of corporate, trust, and partnership taxation
• Working knowledge of state income/franchise tax for multi‑state filers
• Broad exposure to federal income taxation
• Excellent managerial, organizational, and tax research skills
• Strong written and verbal communication skills, with the ability to explain complex tax matters clearly
• Business development skills a plus, not required

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot's policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.

Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.