Tax Manager: Proactive Planning & Client Leadership

The Agency; Dayton (OH); Hybrid; USD 90,000 - 140,000; Full time

Job summary

The Agency is seeking a Tax Manager for a long-established CPA and advisory firm with offices in Dayton, OH and Cincinnati, OH. This hybrid-role focuses on leading tax compliance, planning, and client service for privately held businesses, families, and high net worth individuals.

You'll own a portfolio of individual and business clients, review complex returns, mentor staff, and work toward partnership paths.

Qualifications

• 5+ years of public accounting tax experience.
• Active CPA license.
• Bachelor's degree in Accounting or a related field.

Responsibilities

• Manage tax compliance and advisory engagements for individuals, partnerships, S corporations, and C corporations
• Review complex returns for accuracy, quality, and compliance before they go out the door
• Build and carry out proactive tax planning strategies for business owners and their families
• Serve as the primary point of contact and trusted advisor for a book of closely held business and high net worth clients
• Research complex tax issues and present clear recommendations to clients and firm leadership
• Support trust, estate, and succession planning work for clients thinking about the next generation
• Manage engagement workflow, staffing, budgets, and deadlines
• Mentor, train, and develop staff and senior accountants
• Handle IRS and state notices, examinations, and dispute resolution
• Spot opportunities to expand client relationships and bring in additional advisory work

Skills

Public accounting tax experience

Active CPA license

Education

Bachelor's degree in Accounting or related field

Job description

The Agency is seeking a Tax Manager for a long-established CPA and advisory firm with offices in Dayton, OH and Cincinnati, OH. This hybrid-role focuses on leading tax compliance, planning, and client service for privately held businesses, families, and high net worth individuals.

You'll own a portfolio of individual and business clients, review complex returns, mentor staff, and work toward partnership paths.