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David Careers

Tax Manager

Posted yesterday

brewer morrisDayton (OH)
Accountants and AuditorsTax Preparation Services

SENIORITY

Senior

SALARY

$130,000 - $160,000 per year

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About the role

High Net Worth Tax Manager
Location: Cincinnati, OH
Schedule: Hybrid (3 Days In-Office / 2 Days Remote)A Top 10 Wealth Management Firm is seeking a High-Net-Worth Tax Manager to join its growing tax team. This role focuses on reviewing and signing tax returns for high-net-worth (HNW) and ultra-high-net-worth (UHNW) individuals and families nationwide. This is an excellent opportunity for an experienced tax professional who enjoys working with sophisticated individual, trust, and closely held business clients while maintaining a healthier work-life balance than traditional public accounting environments.
What You'll Be Doing:
  • Review and sign complex individual, trust, and fiduciary tax returns
  • Advise high-net-worth and ultra-high-net-worth clients on tax matters
  • Review Forms 1040 and 1041 and provide guidance to staff and seniors
  • Work with partnerships, S corporations, trusts, estates, and other pass-through entities
  • Collaborate with clients and internal teams to deliver a high level of service
  • Mentor and develop junior tax professionals
Qualifications:
  • 5-7+ years of public accounting tax experience
  • Strong experience with Forms 1040 and 1041 Experience reviewing tax returns
  • Sign-off authority preferred for manager-level candidates
  • Experience with partnerships, S corporations, trusts, estates, and closely held businesses is a plusCPA preferred
  • CompensationReview and sign-off experience required
Base salary: $130,000 - $160,000 Why Consider This Opportunity? If you're looking for the technical complexity of public accounting without the demands of a traditional firm environment, this opportunity offers the best of both worlds. No billable hour requirements Busy season typically averages 45-50 hours per week Busy season is approximately one month shorter than most public accounting firms Generally, 40-hour work weeks outside of busy season Strong emphasis on work-life balance and employee well-being Opportunity to work with sophisticated HNW and UHNW clients Growing organization with strong long-term career growth potential If you're interested in learning more about this opportunity, please apply or reach out directly for a confidential conversation.

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