Tax Manager, CPA

Tax Manager, CPA High-Net-Worth Tax | Client Advisory | Leadership Development | Hybrid Flexibility

Compensation: $120,000-$165,000 Base + Performance Bonus

Locations: Cleveland, Sheffield Village, or Sandusky, Ohio

Our client, a highly respected and growth-focused public accounting and advisory firm, is seeking an experienced Tax Manager, CPA to join its expanding tax practice.

This is more than a traditional tax management role.

It's an opportunity to become a trusted advisor to high-net-worth individuals, privately held businesses, family-owned companies, and business owners while helping lead a talented team, mentor future leaders, and contribute to the continued growth of a thriving advisory practice.

The firm is known for its client-first culture, deep technical expertise, and commitment to developing professionals who want to build meaningful careers. If you're looking for a role that blends sophisticated tax planning, client relationships, leadership, and long-term growth opportunities, we'd welcome a confidential conversation.

• $120,000-$165,000 base salary
• Performance-based bonus program
• Hybrid work flexibility
• High-net-worth and private client services exposure
• Diverse and sophisticated tax planning engagements
• Meaningful client-facing responsibilities
• Leadership and mentorship opportunities
• Direct access to firm leadership
• Strong advancement potential
• Collaborative, people-focused culture

Exceptional candidates with significant high-net-worth client experience, advanced technical expertise, business-development success, or management experience may be considered above the posted compensation range.

As a Tax Manager, you'll serve as both a technical expert and strategic advisor while helping lead client engagements and develop the firm's next generation of professionals.

You'll work directly with entrepreneurs, executives, investors, family-owned businesses, and high-net-worth individuals, helping them navigate complex tax matters, identify planning opportunities, and achieve long-term financial goals.

This role offers a unique combination of:

• Tax Planning & Advisory
• High-Net-Worth Client Services
• Client Relationship Management
• Team Leadership & Mentorship
• Practice Growth
• Business Development

• Lead complex tax planning and compliance engagements for individuals, partnerships, corporations, trusts, and closely held businesses
• Review tax returns and related work prepared by staff and senior professionals
• Develop proactive strategies designed to minimize tax liabilities and maximize client outcomes
• Research and interpret emerging tax legislation and communicate planning opportunities
  
  Assist clients with succession planning, wealth preservation, and long-term business strategies

• Serve as a trusted advisor to key client relationships
• Meet regularly with clients to understand evolving needs and objectives
• Deliver exceptional client service through responsiveness, expertise, and strategic guidance
• Identify opportunities to expand services and strengthen client relationships

• Mentor, train, and develop senior staff, staff accountants, and interns
• Review work and provide constructive feedback
• Assist with workflow management, quality control, and engagement profitability
• Foster a collaborative culture focused on professional growth and client success

• Participate in networking and business development activities
• Represent the firm within the business and professional community
• Develop referral relationships with attorneys, bankers, financial advisors, and other professionals
• Identify opportunities for new business and expanded client services

• Bachelor's Degree in Accounting required
• Active CPA license required
• 4-6+ years of public accounting tax experience
• Experience serving high-net-worth individuals and privately held businesses preferred
• Strong technical tax knowledge including individual, corporate, partnership, and fiduciary taxation
• Experience reviewing returns and managing client engagements
• Excellent communication and relationship-building skills
• Strong leadership, organizational, and project-management abilities
• Commitment to client service excellence and professional development

The ideal candidate:

• Thinks like an advisor rather than simply a tax preparer
• Enjoys building trusted client relationships
• Takes pride in producing high-quality technical work
• Values mentorship and team development
• Has an entrepreneurial mindset and growth orientation
• Wants increased leadership responsibility and visibility
• Seeks long-term career advancement within a respected firm

• Competitive compensation package
• Performance-based bonus program
• Hybrid work flexibility
• Comprehensive medical, dental, vision, disability, and life insurance
• Generous paid time off
• Paid parking
• Busy-season meals
• Summer hours program with flexible Fridays
• Firm events, retreats, and social outings
• Flexible…