Tax Manager: Lead Advisory & Client Strategy (Hybrid)

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

Benefits offered by this job

Dental insurance

Paid time off

Retirement plan

Vision insurance

Job summary

Confidential Employer, based in Cleveland, Ohio, is seeking a Tax Manager to lead engagements, review complex tax work, and advise individuals and small business owners. This full-time role offers on-site or hybrid flexibility and opportunities to expand into planning and advisory work.

Candidates must hold an active CPA/EA credential with 6+ years of tax compliance experience, including individual and business taxation, and a bachelor's degree in accounting.

Qualifications

• Active CPA or Enrolled Agent (EA) credential required.
• 6+ years of professional tax compliance experience.
• Strong experience with both individual and business tax returns.
• Bachelor's degree in accounting required.
• Experience with corporate, partnership, and trust taxation strongly preferred.
• Working knowledge of multistate income and franchise taxation preferred.
• Strong tax research, organizational, written, and verbal communication skills.
• Ability to manage multiple engagements while providing excellent client service.
• Previous staff supervision, delegation, or mentoring experience strongly preferred.
• Business development experience is a plus.

Responsibilities

• Review business, trust, and individual income tax returns for accuracy, completeness, and technical quality.
• Manage tax engagements from initial planning through execution, review, and final client delivery.
• Identify tax issues and planning opportunities while developing practical recommendations that improve client outcomes.
• Serve as a primary point of contact for assigned clients and build trusted, long-term advisory relationships.
• Manage multiple client projects, priorities, deadlines, and staff assignments simultaneously.
• Delegate work effectively, review staff work, provide feedback, and help develop team members' technical skills.
• Collaborate with leadership on engagement status, client needs, tax strategies, and emerging issues.
• Research federal and state tax matters and apply current tax developments to moderately complex client situations.
• Support client development and identify opportunities to provide additional value through planning and advisory services.

Education

Bachelor's degree

Job description

Confidential Employer, based in Cleveland, Ohio, is seeking a Tax Manager to lead engagements, review complex tax work, and advise individuals and small business owners. This full-time role offers on-site or hybrid flexibility and opportunities to expand into planning and advisory work.

Candidates must hold an active CPA/EA credential with 6+ years of tax compliance experience, including individual and business taxation, and a bachelor's degree in accounting.