Tax Manager, CPA/EA

Tax Advisory | Estate & Trust Planning | Client Leadership | Hybrid Flexibility

Compensation: $100,000–$135,000 Base + Performance Bonus + Career Advancement

Location: Westlake, 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.

This is more than a traditional tax management position.

It's 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.

Known for its collaborative culture and advisory-focused approach, the firm provides professionals with the opportunity to work on sophisticated tax matters while maintaining a strong commitment to work-life balance and career development.

If you're looking for a role that combines technical tax expertise, leadership responsibility, client interaction, and long-term growth potential, we'd welcome a confidential conversation.

Why This Opportunity Stands Out

• $100,000–$135,000 base salary
• Performance-based bonus opportunity
• Hybrid work schedule
• Meaningful client-facing advisory work
• Strong mentorship and leadership opportunities
• Exposure to complex tax planning engagements
• Estate, gift, trust, and wealth-transfer planning experience
• Collaborative and growth-oriented culture
• Direct access to firm leadership
• Clear path toward senior leadership opportunities

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

The Opportunity

As a Tax Manager, you'll serve as both a technical leader and trusted advisor while helping oversee client engagements and develop the next generation of tax professionals.

You'll work closely with business owners, executives, family groups, entrepreneurs, and high-net-worth clients, helping them navigate complex tax challenges and develop proactive planning strategies that support long-term success.

This role offers exposure to:

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

Key Responsibilities

Tax Planning & Advisory

• 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 opportunities for clients
• Research and resolve complex federal, state, and local tax issues
• Review financial statements to identify planning opportunities and tax risks
• Stay current on tax law changes and proactively advise clients accordingly

Client Relationship Management

• Serve as a trusted advisor to key client relationships
• Build and maintain strong long-term client partnerships
• Deliver exceptional service and strategic guidance throughout the year
• Coordinate with external advisors and professional service providers as needed
• Identify opportunities to expand service offerings and strengthen client relationships

Leadership & Team Development

• Supervise Associates and Senior Associates across multiple engagements
• Review tax returns, workpapers, and planning projects
• Mentor and develop staff through coaching, training, and feedback
• Assist with engagement planning, workflow management, and quality control
• Support the continued growth of the firm's tax practice

Technical Excellence

• Conduct advanced tax research and communicate findings effectively
• Assist with estate, gift, trust, and fiduciary tax matters
• Support SALT-related planning and compliance initiatives
• Contribute technical expertise to complex client situations and planning opportunities

Qualifications

• Bachelor's Degree in Accounting, Finance, or related field required
• Master's Degree preferred
• Active CPA or EA designation required
• 5–10 years of progressive public accounting experience
• Strong experience reviewing complex tax engagements
• Estate, Gift & Trust tax experience highly desirable
• SALT experience preferred
• Strong tax research and analytical capabilities
• Excellent verbal and written communication skills
• Proven leadership and team development abilities

Who Thrives Here?

The ideal candidate:

• Enjoys becoming a trusted advisor to clients
• Thinks strategically beyond tax compliance
• Values mentorship and developing future professionals
• Enjoys working on sophisticated tax planning engagements
• Has strong technical and relationship-building skills
• Wants meaningful influence within a growing organization
• Appreciates a collaborative culture focused on both professional and personal growth

Benefits

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

About Our Client

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

The organization has built a reputation for technical excellence, client service, and a culture that prioritizes employee development. Professionals enjoy the resources and opportunities of a growing firm while benefiting from a close-knit environment where collaboration, mentorship, and career growth are genuinely valued.

If you're a Tax Manager looking for an opportunity to lead, advise, mentor, and continue growing your career within a highly respected public accounting firm, we'd love to speak with you confidentially.