Tax Manager

We are leading a Tax Manager search for a Single-Family Office wealth management firm serving a Multi-Generational Family with diverse investment interests
. This position will be based in the Cincinnati area. The firm manages a global portfolio across both public and private markets, with a disciplined, long-term approach. In addition to investment management, the office directs the accounting, legal, tax, estate planning, and risk management needs of the family.

This will be a strategic tax advisor role, with limited tax prep involvement, and will work closely with all the family members.

The firm puts an emphasis on culture and work/life balance – there will not be the traditional busy season hours – this role will have little, to no, overtime year-round.

Compensation will be very competitive and is flexible based on qualifications and skill set.

The client is seeking a highly motivated Tax Manager to lead the family’s tax compliance and planning function in support of the Chief Financial Officer. This is a hands-on, advisory role responsible for the preparation and review of individual, trust, and partnership tax returns in coordination with the family’s third-party CPAs, ongoing tax projections, and consultation on income tax planning and wealth-transfer strategies.

The candidate will work closely with decision makers across a sophisticated structure of public and private investments, trusts, and operating entities.

The ideal candidate will be detail-oriented, self-motivated, analytical, and eager to contribute across multiple functions. This role is well-suited for an intellectually curious tax professional who thrives in a dynamic environment, desires more than a traditional compliance path, and is excited to grow at the intersection of tax, estate planning, investments, and technology.

• Manage tax compliance across a sophisticated, multi-entity structure, supervising the preparation and review of individual, trust, partnership, and entity income tax returns in coordination with third-party CPAs.
• Build trusted relationships as a client-facing advisor, working directly with family members to guide and educate them on the tax implications of investment activity, significant transactions, and estate planning strategies.
• Collaborate with outside legal and tax advisors on estate, gift, and wealth-transfer planning transactions and strategies.
• Prepare and maintain income tax projections, estimated payment calculations, and planning for tax liabilities across individuals, trusts, and entities.
• Coordinate deliverables and manage relationships with family members, the investment team, external CPAs, attorneys, and other professional service providers, while maintaining organized tax records, work papers, and filing calendars.
• Continuously evaluate and improve tax workflows, documentation, and reporting tools, leveraging technology to enhance accuracy, efficiency, and informed decision-making.

• Exceptional attention to detail with a commitment to accuracy and integrity in all work.
• Strong technical tax foundation.
• Demonstrated curiosity around technology, systems, and process improvement.
• Excellent analytical, problem-solving, and organizational skills with the ability to manage multiple priorities.
• Self-starter who takes ownership and follows through.
• Strong communicator with the ability to translate complex financial information into clear insights.
• Collaborative and adaptable, with a service-oriented mindset.
• High degree of professionalism, honesty, integrity, and discretion in handling confidential information.
• Bachelor’s degree in Accounting, Finance, or a related field.
  
  CPA designation or progress is a plus.
• 5+ years of tax experience, preferably including experience in a family office, wealth management firm, investment advisory firm, or accounting firm supporting investment or wealth management clients.
• Candidates with more or less experience may be considered based on qualifications.

• Close collaboration with senior leadership and family members on a small, high-impact team.
• Dynamic, creative, and collaborative culture.
• Centrally located - just minutes from downtown Cincinnati.
• Exceptional benefits, including access to an on-site fitness facility and trainer.
• Exposure to institutiona-quality investment program with high-profile companies and confidential transactions.
• Work/Life balance – flexibility with little, to no, overtime expected.