Tax Planning & Compliance Leader

Truepoint Wealth Counsel; Cincinnati (OH); Hybrid; USD 80,000 - 110,000; Full time

Job summary

Truepoint Wealth Counsel is seeking a Tax Manager responsible for tax planning and compliance for client relationships. The role requires a CPA or JD designation and 7+ years of individual income tax experience. The Tax Manager will mentor team members, lead the compliance process, and engage with clients to exceed their expectations. Truepoint values collaboration and relentless effort, providing a supportive environment for professional growth. The position is based in Cincinnati, Ohio, in a hybrid work environment.

Qualifications

• 7+ years of experience in individual income tax planning and compliance.
• Demonstrated initiative to grow personally and professionally.
• Ability to work collaboratively and autonomously.

Responsibilities

• Lead the tax planning and compliance processes.
• Conduct final reviews of tax filings.
• Mentor team members and train new associates.

Skills

Technical understanding of tax planning

Client-centric mindset

Attention to detail

Ability to manage internal processes

Self-motivated

Education

CPA or JD designation

Bachelor's or advanced degree

Job description

Truepoint Wealth Counsel is seeking a Tax Manager responsible for tax planning and compliance for client relationships. The role requires a CPA or JD designation and 7+ years of individual income tax experience. The Tax Manager will mentor team members, lead the compliance process, and engage with clients to exceed their expectations. Truepoint values collaboration and relentless effort, providing a supportive environment for professional growth. The position is based in Cincinnati, Ohio, in a hybrid work environment.