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Tax Manager, CPA

Posted yesterday

wertz associatesIndependence (OH)

SENIORITY

Manager

SALARY

$120,000 per year

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About the role

Job Description: Job Description Tax Manager, CPA Tax Advisory | Client Leadership | Business Development | Hybrid Flexibility
Compensation: $120,000–$160,000 Base + Performance Bonus + Leadership Growth Opportunity
Location: Independence, Ohio (Hybrid)
Schedule: Flexible Hybrid Our client, a nationally recognized Top 100 business advisory and accounting firm, is seeking an experienced Tax Managerto join its growing tax practice in Independence. This is more than a traditional tax management position. It's an opportunity to serve as a trusted advisor to business owners, executives, closely held companies, and high-net-worth clients while leading a team of tax professionals, helping drive business growth, and contributing to the success of a firm built around a "People First" culture. With hundreds of professionals across Ohio and a reputation for delivering sophisticated tax, accounting, and consulting solutions, our client offers the resources of a large firm while maintaining the collaborative culture and work-life balance that professionals value. If you're looking for a leadership opportunity that combines technical tax expertise, client advisory services, team development, and business growth initiatives, we'd welcome a confidential conversation. Why This Opportunity Stands Out$120,000–$160,000 base salary Performance-based bonus opportunity Hybrid work environment Work From Anywhere flexibility Four weeks PTO annually Twelve paid holidays, including floating holidays Strong leadership and career development programs Significant client advisory responsibilities Business development and networking opportunities Top 100 accounting and advisory firm platform Clear path toward Senior Manager, Director, and Principal-level leadership Exceptional candidates with advanced tax planning expertise, strong business development success, niche industry specialization, or extensive client advisory experience may be considered above the posted compensation range. About the FirmOur client is a leading business advisory and accounting firm providing services throughout Ohio and beyond. The firm specializes in: Tax Planning & Compliance Business Advisory Services Accounting Services Consulting Solutions Wealth & Succession Planning Client Advisory Services Their culture is built around putting people first, investing heavily in employee development, fostering long-term client relationships, and helping professionals build rewarding careers while maintaining work-life balance.
The Opportunity: As a Tax Manager, you'll serve as a key advisor and leader within the tax practice. You'll work directly with business owners, entrepreneurs, and organizational leadership teams while overseeing complex tax engagements, managing client relationships, developing staff, and contributing to growth initiatives. You'll gain significant exposure to: Federal Tax Planning & Compliance Tax Research & Analysis Business Advisory Services Strategic Tax Consulting Client Relationship Management Team Leadership & Mentorship Business Development Activities Practice Growth Initiatives This role offers an excellent blend of technical expertise, leadership responsibility, and client-facing advisory work. Key Responsibilities Tax Advisory & Planning Advise clients on the tax implications of business decisions and strategic initiatives Develop tax strategies designed to minimize tax liability and maximize client value Provide sophisticated tax consulting and planning services Research complex tax matters and communicate recommendations clearly Identify changing regulations and emerging tax issues impacting clients Client Relationship Management Serve as the primary contact for complex client tax matters Build and strengthen long-term client relationships Communicate federal, state, and local tax concepts effectively Assist clients in achieving business and financial objectives Deliver exceptional year-round tax and advisory support Leadership & Team Development Lead, mentor, and develop tax professionals across multiple levels Provide technical guidance and performance coaching Review work product and maintain quality standards Foster collaboration and accountability throughout the team Help attract, retain, and develop top talent Practice Management Manage engagement workflows, team resources, and project timelines Monitor engagement profitability and billing Support operational efficiency initiatives Contribute to strategic planning and practice development efforts Ensure compliance with firm standards and professional requirements Business Development Participate in networking, community involvement, and growth initiatives Identify opportunities to expand existing relationships Help clients discover additional value-added services Support proposals, presentations, and client pursuits Contribute to the continued expansion of the firm's client base Qualifications RequiredCPA license required Bachelor's or Master's Degree in Accounting, Tax, or related field 5–8 years of public accounting tax experience Prior supervisory or leadership experience Experience with federal tax compliance and tax planning Strong tax research and analytical capabilities Excellent communication and presentation skills Strong project management and organizational abilities Who Thrives Here?
The ideal candidate: Enjoys developing long-term client relationships Thinks like a trusted business advisor Wants meaningful leadership responsibilities Enjoys mentoring and developing others Has an entrepreneurial mindset Values flexibility and work-life balance Wants a long-term path toward firm leadership
Benefits: Competitive compensation package Performance bonus opportunities Medical, dental, and vision coverage 401(k) retirement program Life insurance Short-term and long-term disability coverage Four weeks PTO Twelve paid holidays annually Family leave programs Training and development opportunities Work From Anywhere flexibility Wellness resources and support programs Long-term career advancement opportunities What Makes This Opportunity Different? Many Tax Manager positions focus exclusively on compliance and review work. This opportunity provides the platform to become a true advisor and leader. You'll have the opportunity to influence client decisions, mentor future professionals, contribute to business development efforts, and play a meaningful role in the continued growth of a nationally recognized advisory firm. Leadership places a strong emphasis on employee well-being, career development, and creating an environment where professionals can thrive both personally and professionally. About Our ClientOur client is a Top 100 accounting and advisory firm recognized for its commitment to technical excellence, client service, and employee development. Through a combination of sophisticated advisory services, collaborative culture, and continuous investment in its people, the firm continues to attract professionals seeking both career advancement and work-life balance. Employees benefit from leadership accessibility, robust development resources, challenging engagements, and the opportunity to build long-term careers within a people-focused organization. If you're a Tax Manager seeking greater client influence, leadership opportunities, flexibility, and a clear path for continued career growth, we'd love to speak with you confidentially.

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