Tax Manager (Hybrid)

LeoForce; Cleveland (OH); Hybrid; USD 90,000 - 130,000; Full time

Benefits offered by this job

401K with 4% match

Health insurance, including dental and

Supplemental Insurance Coverage (Life,

Continuing education and licenses fees

Vacation: Self-managed PTO - With tax

Paid Holidays: Eight paid holidays

Job summary

LeoForce in Ohio is seeking a Tax Manager to lead preparation and review of federal and state income tax returns for individuals, S corporations, and other entities. The role blends technical tax work with strategic oversight in a hybrid environment.

You will develop tax strategies to minimize liabilities, advise high-net-worth clients, manage client engagements, and oversee tax accounting to ensure accuracy and regulatory compliance across jurisdictions.

Qualifications

• CPA or EA credential required.
• Minimum five years of experience in tax accounting.
• Extensive federal and state tax knowledge.
• Experience with S corporations and business entities.
• Experience advising HNW individuals.
• Strong client engagement management and communication.
• High ethical standards and integrity.

Responsibilities

• Lead the preparation and review of federal and state income tax returns for individuals, S corporations, and other business entities.
• Develop and implement tax strategies to minimize tax liabilities and maximize compliance.
• Provide tax advisory services to HNW individuals, offering insights on tax implications of investment strategies and other financial decisions.
• Manage client engagements, ensuring high-quality service delivery and maintaining strong client relationships.
• Oversee tax accounting processes, ensuring accuracy and compliance with relevant laws and regulations.
• Stay updated on current tax practices and changes in tax law, providing timely updates and strategic advice to clients.
• Collaborate with other team members and departments to integrate tax strategies with overall financial planning.

Skills

Tax planning

Client communication

Analytical thinking

Team leadership

Education

CPA or EA certification

Job description

Job Description

Experience

Manager

Salary

$90,000 - $130,000 per year

Responsibilities

• Lead the preparation and review of federal and state income tax returns for individuals, S corporations, and other business entities.
• Develop and implement tax strategies to minimize tax liabilities and maximize compliance.
• Provide tax advisory services to HNW individuals, offering insights on tax implications of investment strategies and other financial decisions.
• Manage client engagements, ensuring high-quality service delivery and maintaining strong client relationships.
• Oversee tax accounting processes, ensuring accuracy and compliance with relevant laws and regulations.
• Stay updated on current tax practices and changes in tax law, providing timely updates and strategic advice to clients.
• Collaborate with other team members and departments to integrate tax strategies with overall financial planning.

Qualifications

• CPA certification or EA credential is required.
• Minimum of five years of experience in tax accounting or related field.
• Extensive knowledge of federal and state tax laws and regulations.
• Proven experience in managing tax obligations for S corporations and other business entities.
• Experience in providing tax advisory services to HNW individuals.
• Demonstrated ability to manage client engagements and maintain strong client relationships.
• Excellent analytical and problem-solving skills, with the ability to interpret complex financial data and provide strategic advice.
• Strong communication skills, with the ability to explain complex tax concepts to clients in a clear and concise manner.
• High degree of professional ethics and integrity.

Join us in this exciting opportunity to leverage your expertise, sharpen your skills, and make a significant impact in the Accounting and Finance industry. We look forward to welcoming you to our team.

A bit about us:

We are seeking a dynamic and experienced Tax Manager to join our thriving firm. This is a hybrid role that combines the technical acumen of tax accounting with the strategic oversight of financial management. The successful candidate will be responsible for managing tax obligations across multiple jurisdictions, ensuring compliance with federal and state laws, and providing tax advisory services to high-net-worth (HNW) individuals and corporations. The role requires a Certified Public Accountant (CPA) or Enrolled Agent (EA) with a minimum of five years of experience in the industry.

Why join us?

• 401K with 4% match
• Health insurance, including dental and vision
• Supplemental Insurance Coverage (Life, STD, LTD)
• Continuing education and licenses fees
• Vacation: Self-managed PTO - With tax season restrictions
• Paid Holidays: Full- time employees receive eight (8) paid holidays - New Year's Day, Memorial Day, Independence Day, Labor Day, Thanksgiving Day, Day after Thanksgiving, Christmas Eve and Christmas Day.