Tax Manager-Wealth Management

Archers Tavern LLC; Centerville (OH); Remote; USD 120,000 - 150,000; Full time

Job summary

A collaborative wealth management firm is seeking an experienced remote Accountant (CPA or EA) in Centerville, Ohio. The ideal candidate will have extensive experience in public accounting and expertise in individual and small business tax. Responsibilities include preparing tax returns and managing client relationships. The firm offers a competitive salary with benefits such as flexible hours, health insurance, and a 401(k) plan.

Benefits

Performance-based bonuses

401(k) with company match

Health, dental, and vision insurance

Paid time off

Professional development support

Flexible hours

Qualifications

• Minimum 4 years of experience in public accounting.
• Expertise in individual, trust, and small business tax.
• Ability to coach and mentor junior team members.

Responsibilities

• Prepare and review business, trust, and personal tax returns.
• Manage client relationships and accounting engagements.
• Collaborate with the team to deliver strategic solutions.

Skills

Communication skills

Remote collaboration

Tax expertise

Education

CPA or EA certification

Bachelor’s degree

Tools

Thomson Reuters Suite

BNA Tax Planner

Job description

Job Description

Job Description

Mayfield Financial Services (MFS) is a growing, collaborative Wealth Management firm based in Ohio. We're looking for an experienced Accountant (CPA or EA) to join our fully remote team and help support our high-net-worth and small business clientele.

Our team includes CPAs, CFPs, a CFA, and specialists in debt and insurance. We believe in delivering value—not tracking time—and work together to create comprehensive financial solutions.

Responsibilities

• Prepare and review business, trust, and personal tax returns
• Manage client relationships and accounting engagements
• Collaborate with our integrated team to deliver strategic solutions
• Coach and mentor junior team members

Requirements

CPA or EA certification (required) + Bachelor’s degree

4+ years of experience in public accounting

Expertise in individual, trust, and small business tax

Strong communication and remote collaboration skills

Experience with Thomson Reuters Suite and BNA Tax Planner is a plus

Benefits

Salary : $120,000 – $150,000

Performance-based bonuses

401(k) with company match

Health, dental, and vision insurance

Paid time off + professional development support

Flexible hours and remote work environment

Succession planning opportunity