Tax Manager, CPAEA

Compensation: $100000$135000 Base Performance Bonus Career Advancement

Location: Medina Ohio (Hybrid)

Our client a highly respected and growing public accounting and advisory firm is seeking an experienced Tax Manager to join its expanding tax practice in Medina Ohio.

This is more than a traditional tax management position.

Its an opportunity to serve as a trusted advisor to privately held businesses business owners high-net-worth individuals trusts and family enterprises while helping lead client engagements mentor future leaders and contribute to the continued growth of a thriving firm.

The firm has built an outstanding reputation by combining technical expertise with a consultative relationship-driven approach. Professionals enjoy meaningful client interaction leadership opportunities and the ability to make a direct impact while working within a collaborative culture that genuinely values both personal and professional growth.

If youre looking for a role that combines technical excellence leadership responsibilities client advisory work and long-term advancement opportunities wed welcome a confidential conversation.

• $100000$135000 base salary
• Performance-based bonus opportunity
• Hybrid work schedule
• Exposure to sophisticated tax planning and consulting engagements
• Significant client-facing advisory responsibilities
• Estate gift and trust planning opportunities
• Strong mentorship and leadership development culture
• Direct access to firm leadership
• Collaborative and family-oriented environment
• Clear path toward senior leadership opportunities

Exceptional candidates with advanced estate and trust expertise SALT experience niche industry specialization or demonstrated business-development capabilities may be considered above the posted compensation range.

As a Tax Manager youll serve as both a technical leader and trusted business advisor while helping manage client engagements and develop the next generation of tax professionals.

Youll work directly with entrepreneurs executives family-owned businesses high-net-worth individuals trusts and closely held companies to provide proactive tax planning compliance oversight and strategic consulting services.

This role offers a compelling combination of:

• Tax Planning & Advisory
• High-Net-Worth & Private Client Services
• Estate Gift & Trust Taxation
• State & Local Tax (SALT)
• Client Relationship Management
• Team Leadership & Mentorship

• Lead complex tax planning and compliance engagements for individuals partnerships corporations trusts and closely held businesses
• Develop strategies designed to minimize tax liabilities and maximize planning opportunities
• Review complex tax returns and related work product
• Research and resolve federal state and local tax matters
• Stay current on legislative and regulatory developments impacting clients

• Serve as a trusted advisor to key clients and business owners
• Build and strengthen long-term client relationships
• Deliver practical tax and business solutions tailored to client objectives
• Coordinate with external advisors and professional service providers as needed
• Identify opportunities to expand existing client relationships and services

• Supervise Associates and Senior Associates across multiple engagements
• Review workpapers tax returns and planning projects
• Provide mentorship coaching and professional development support
• Assist with workflow management and engagement scheduling
• Foster a collaborative culture focused on excellence and client service

• Conduct advanced tax research and communicate findings effectively
• Support estate gift trust and fiduciary tax planning initiatives
• Assist with SALT-related planning and compliance matters
• Provide technical guidance on complex client situations and special projects

• Bachelors Degree in Accounting Finance or related field required
• Masters Degree preferred
• Active CPA or EA designation required
• 510 years of progressive public accounting experience
• Strong experience reviewing complex tax engagements
• Estate Gift & Trust taxation experience highly desirable
• SALT experience preferred
• Strong research analytical and problem-solving skills
• Excellent communication and relationship-building abilities
• Proven leadership and mentoring experience

The ideal candidate:

• Enjoys becoming a trusted advisor to clients
• Thinks strategically beyond tax compliance
• Values mentorship and helping others succeed
• Enjoys solving complex tax and business challenges
• Is relationship-oriented and client focused
• Wants meaningful leadership opportunities
• Appreciates a collaborative culture that supports long-term career growth

• Performance-based bonus opportunity
• Hybrid work schedule
• CPA reimbursement
• 401(k) with company contribution
• Paid holidays
• Professional development and continuing education
• Mentorship and career development programs
• Professional denim dress code
• Strong work-life balance culture
• Long-term advancement opportunities

Our client is a well-established public accounting and advisory firm serving privately held businesses entrepreneurs family-owned companies nonprofit organizations and high-net-worth individuals. The firm provides a broad range of services including tax planning accounting consulting business valuations succession planning transaction advisory services and estate planning solutions.

Known for its commitment to employee development client service and technical excellence the firm offers professionals the opportunity to build meaningful careers while working alongside talented colleagues in a collaborative and supportive environment.

If youre a Tax Manager looking for an opportunity to lead sophisticated tax engagements build lasting client relationships mentor future professionals and continue advancing your career wed love to speak with you confidentially.