Tax Manager, CPAEA

Compensation: $110000$150000 Base ESOP Ownership Benefits Leadership Growth Opportunity

Location:Hamilton OH
Schedule: Flexible Hybrid

Our client an award-winning employee-owned CPA and advisory firm is seeking an experienced Tax Manager to join its growing tax practice.

This is more than a traditional tax management role.

Its an opportunity to become a trusted advisor to privately held businesses business owners and individual clients while leading complex tax engagements mentoring future leaders and helping drive the growth of a 100% employee-owned firm where your contributions directly impact your future.

As an employee-owner youll have the opportunity to share in the success you help create while building meaningful client relationships and playing a key role in a firm that values transparency collaboration professional growth and work-life balance.

If youre looking for a leadership opportunity that combines tax expertise strategic advisory services client relationship management and ownership potential wed welcome a confidential conversation.

• $110000$150000 base salary
• 100% Employee-Owned through an ESOP
• Hybrid and flexible work options
• 53-hour busy season expectations
• Summer Fridays with reduced hours
• Significant client advisory responsibilities
• Opportunity to serve as a trusted advisor to business owners
• Strong mentorship and leadership development opportunities
• Direct access to firm leadership
• THRIVE career coaching and development program
• Clear path for long-term advancement
• Collaborative and transparent culture

Exceptional candidates with significant advisory experience SALT expertise multi-state taxation experience or proven client development success may be considered above the posted compensation range.

Our client is an award-winning CPA and advisory firm dedicated to helping privately held businesses entrepreneurs and individuals achieve long-term success.

The firm provides a comprehensive suite of services including:

• Tax Planning & Compliance
• Business Advisory Services
• Consulting Services
• Audit & Assurance
• Strategic Business Planning
• State & Local Tax Advisory
• Wealth & Succession Planning

Unlike many firms that focus strictly on compliance professionals work closely with clients throughout the year building long-term advisory relationships that create meaningful business impact.

As a Tax Manager youll serve as a key leader within the tax practice while helping clients navigate complex tax matters business decisions and growth opportunities.

Youll have significant exposure to:

• Tax Planning & Advisory Services
• Partnership Taxation
• S-Corporation Taxation
• C-Corporation Taxation
• Pass-Through Entity Taxation
• Multi-State Tax Matters
• Business Consulting
• Client Relationship Management
• Team Leadership & Mentorship

This role blends technical tax expertise strategic advisory work and leadership responsibilities.

• Review complex business and individual tax returns
• Develop proactive tax planning strategies for clients
• Advise clients on business structure transactions and tax implications
• Identify planning opportunities that reduce tax burdens and improve outcomes
• Assist clients with state and local tax considerations and multi-state tax matters

• Build and maintain trusted advisor relationships with business owners and executives
• Conduct year-round advisory conversations with clients
• Deliver strategic business and tax guidance
• Help clients make informed financial and operational decisions
• Provide exceptional service and responsiveness

• Mentor coach and develop tax staff and senior professionals
• Review work product and provide constructive feedback
• Support career development and ongoing learning
• Foster a collaborative high-performing team environment
• Help develop the next generation of firm leaders

• Manage tax engagement workflows deadlines and budgets
• Coordinate client communication and project execution
• Ensure quality standards and compliance requirements are met
• Collaborate with firm leadership to deliver exceptional client service
• Identify efficiency improvements and process enhancements

• CPA or EA designation
• Bachelors or Masters Degree in Accounting
• 5 years of public accounting tax experience
• Experience reviewing business tax returns
• Strong knowledge of federal tax regulations
• Experience managing client relationships and tax engagements
• Excellent communication and leadership skills
• Strong analytical and problem-solving abilities

The ideal candidate:

• Enjoys becoming a trusted advisor to clients
• Wants more strategic advisory work and less transactional compliance
• Values ownership and long-term career growth
• Enjoys mentoring and developing others
• Has an entrepreneurial mindset
• Appreciates flexibility and work-life balance
• Wants meaningful influence within a growing firm

• Employee Stock Ownership Plan (ESOP)
• Competitive compensation package
• Comprehensive healthcare coverage
• Retirement plan
• Generous paid time off
• Maternity and parental leave
• Flexible scheduling options
• Hybrid and work-from-home opportunities
• Summer Fridays
• THRIVE professional development program
• Leadership coaching and mentoring
• Long-term career advancement opportunities

Most Tax Manager positions focus heavily on compliance and seasonal deadlines.

This opportunity offers something more.

Youll become a year-round advisor to business owners helping them navigate important tax financial and business decisions while building long-term relationships that create meaningful value. As an employee-owner youll also have the opportunity to share directly in the firms success while helping shape its future.

The combination of ownership flexibility client advisory work and career growth creates an opportunity thats difficult to find elsewhere in public accounting.

Our client is an award-winning employee-owned CPA and advisory firm built around the belief that employees should share in the success they help create. Through a commitment to exceptional client service professional development and a collaborative culture the firm continues to attract talented professionals seeking more ownership more opportunity and more purpose in their careers.

Employees benefit from direct access to leadership meaningful client relationships strong development programs and the unique opportunity to build long-term wealth through employee ownership.

If youre a Tax Manager seeking employee ownership advisory-focused client relationships leadership opportunities and a firm where your success directly contributes to your future wed love to speak with you confidentially.