Tax Manager: Strategic Advisor for Private Clients

Navigate Search; Cincinnati (OH); On-site; USD 120,000 - 150,000; Full time

Job summary

Navigate Search is partnering with a Cincinnati CPA and advisory firm seeking a Tax Manager or Senior Tax Manager to lead tax planning and advisory work for privately held businesses, owners, and high-net-worth clients.

The role emphasizes proactive guidance, client relationship ownership, and long-term service strategy, with growth through acquisitions and leadership opportunities in a growing practice in Cincinnati.

Qualifications

• 5+ years of public accounting tax experience.
• CPA strongly preferred; EA/MST a plus.
• Experience with high-net-worth individuals and pass-through entities.
• Proactive tax planning and advisory services.
• Ability to manage client relationships and staff.
• Familiarity with UltraTax/SurePrep/QuickBooks Online.

Responsibilities

• Manage a portfolio of privately held businesses and owners.
• Provide year-round tax guidance and advisory services.
• Review complex returns (1040, 1065, 1120-S).
• Advise on planning strategies and entity structuring.
• Oversee transitions due to retirements or acquisitions.
• Mentor junior staff and collaborate with CAS/advisory teams.
• Drive efficiency through technology adoption.

Skills

Tax planning

Client relationships

Leadership/mentoring

Review of tax returns

Communication skills

Education

CPA

EA/MST

Tools

UltraTax

SurePrep

SafeSend

QuickBooks Online

Job description

Navigate Search is partnering with a Cincinnati CPA and advisory firm seeking a Tax Manager or Senior Tax Manager to lead tax planning and advisory work for privately held businesses, owners, and high-net-worth clients.

The role emphasizes proactive guidance, client relationship ownership, and long-term service strategy, with growth through acquisitions and leadership opportunities in a growing practice in Cincinnati.