Manager - Tax Services; Wealth Management

Location: 201

E. Fifth St., Suite 1430 Cincinnati, OH 45202, US

Industry: Accounting / Finance

Job Number: 2326

Manager – Tax Services

As a member of the Tax Services Team, the Tax Manager is primarily responsible for the administration and delivery of U.S. (federal and state) income, gift, and estate tax services to our clients. This role involves working closely with Wealth Management Directors to manage client relationships and develop Associates. Responsibilities include supervising, training, and mentoring Tax Services Associates. Occasional travel and after-hours work are required.

• Prepare and review tax work papers, returns, projections, and estimated tax vouchers for various entities (individual, fiduciary, partnership, S-Corporation, nonprofit, C-corporation).
• Communicate with clients via phone, correspondence, and face-to-face meetings, and collaborate with Wealth Managers as needed.
• Supervise, evaluate, and mentor department members.
• Manage department responsibilities including project management, e-filing, tax software, workflow tracking, template creation, mailing, and document scanning.
• Perform additional professional and administrative duties as assigned.

• Bachelor’s degree in accounting, finance, or business.
• CPA, Master’s in Taxation, LLM in Taxation, or JD.
• Five to seven years of progressive tax compliance and/or tax consulting experience, preferably in public accounting.
• Exceptional client service and communication skills.
• Previous tax return review experience.
• Strong leadership, recruiting, training, and mentoring skills.
• Good organizational skills.
• Proficiency in Microsoft Office, GoSystem Tax RS, Planner CS, RIA Checkpoint, and Ultra Tax CS.
• Willingness to work additional hours and travel as needed.

Tim Bramley

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