Tax Manager

Tax Manager | Competitive Compensation, Above Market| Rare Seat on a High-Impact Team!

Location:

Greater Cincinnati Area | Local Candidates Only!

We are seeking a driven and intellectually curious tax professional to step into a highly visible Tax Manager role with a sophisticated private investment organization. The company operates a diverse portfolio spanning public and private investments, operating businesses, and strategic investments across multiple industries and geographies. With a lean, highly collaborative team, this role offers uncommon exposure to complex transactions, tax planning initiatives, and investment-related activities.

The organization values precision, intellectual curiosity, and continuous improvement, creating an environment where professionals can expand their expertise well beyond traditional tax compliance. This is an exceptional opportunity for someone looking to deepen their knowledge at the intersection of tax, investments, and business operations while working closely with experienced finance and advisory professionals. Successful completion of background, drug, and reference checks required.

Responsibilities:

Lead the tax compliance function across a sophisticated, multi-entity structure and investment entities

Supervise the preparation and review of individual, trust, partnership, and entity income tax returns

Coordinate deliverables, timelines, and information flow with third-party CPA firms and external advisors

Prepare and maintain recurring income tax projections and estimated payment calculations

Advise on income tax planning strategies tied to investment activity and significant liquidity events

Analyze the tax implications of new investments, restructurings, and complex transactions

Serve as a client-facing resource, educating stakeholders on tax outcomes in clear, practical terms

Track and interpret pass-through reporting from a broad mix of public and private investment holdings

Maintain organized tax records, work papers, and a disciplined filing and compliance calendar

Monitor legislative and regulatory developments and assess their impact on planning and compliance

Continuously improve tax workflows, documentation, and reporting tools by leveraging technology

Requirements:

Bachelor's degree in Accounting or Finance required CPA designation or active progress toward licensure preferred3+ years of tax experience required

Background with a national or top-tier public accounting firm required

Exceptional attention to detail and a genuine commitment to accuracy and integrity

Strong analytical, problem-solving, and organizational skills across competing priorities

Demonstrated curiosity around technology, systems, and process improvement

Self-starter who takes ownership of work and follows through without prompting

Strong communicator able to translate complex financial information into clear insights

Collaborative, adaptable, and service-oriented approach

High degree of professionalism, discretion, and confidentiality

Why You'll Love Working Here:

Fantastic culture with real work-life balance and predictable hours

Rare exposure to an institutional-quality investment program and confidential, complex transactions

Generous benefits package!

Flexibility for candidates with family commitments, including hybrid arrangements

Room to expand into broader advisory responsibility for the right personINDLPJOB#23125