Tax Manager - High Net-Worth & Business Clients (CPA Firm)

Job Description

Job Description

Location : Flexible schedule with hybrid options located in Greenville, OH

Department : Tax Services

Reports To : Partner / Tax Director

Position Summary :

The Tax Manager is a key leadership position within the firm, responsible for managing and reviewing complex tax engagements for individuals, partnerships, corporations, and trusts. This role involves client relationship management, tax compliance and planning, staff supervision, and ensuring work is performed in accordance with professional standards and firm policies. The Tax Manager serves as a mentor and technical resource for junior staff and plays a vital role in identifying tax-saving strategies and risk mitigation opportunities for clients.

Key Responsibilities :

Oversee and review the preparation of federal, state, and local tax returns for individuals, corporations, partnerships, and fiduciaries.

Provide strategic tax planning and consulting services to clients in various industries.

Conduct tax research and stay informed on current tax legislation to ensure compliance and maximize client benefits.

Supervise, mentor, and develop tax staff and senior associates; provide regular performance feedback and coaching.

Manage multiple engagements and ensure client deadlines and budgets are met.

Communicate effectively with clients, partners, and team members on technical matters and engagement progress.

Identify and assist in the implementation of process improvements for tax workflow and client service delivery.

Assist with business development efforts and participate in client proposal processes.

Qualifications :

CPA license preferred.

Bachelor’s degree in Accounting or related field; Master’s in Taxation preferred.

5+ years of progressive tax experience in public accounting, with at least 2 years in a supervisory or management role.

Strong technical knowledge of tax laws and regulations, including multi-state and federal taxation.

Proficiency in tax preparation and research software (e.g., CCH Axcess, ProSystem fx, GoSystem, BNA, or similar).

Excellent organizational, project management, and communication skills.

Ability to lead, motivate, and develop a team in a fast-paced environment.

Similar Titles :

Tax Manager – Client Advisory & Compliance (Public Accounting); Tax Manager – Individual & Business Tax Planning and Compliance; Experienced Tax Manager – CPA Firm, Client-Facing Role; Tax Manager – Corporate, Partnership & Trust Tax Expertise; Tax Manager – Leadership Role in Tax Strategy & Compliance; Senior Tax Manager – Public Accounting & Staff Oversight; Tax Manager – Review & Planning for Complex Returns; Tax Manager – Mentor, Planner & Compliance Leader; Tax Manager – High Net-Worth & Business Clients (CPA Firm)

We are proud to be an equal opportunity employer. We provide equal employment opportunities to all employees and applicants for employment and prohibit discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.