Tax Senior Manager; Personal Tax Advisory Group

Position: Tax Senior Manager (Personal Tax Advisory Group)
About Meaden & Moore

Meaden & Moore is a leading accounting, tax, advisory, and business consulting firm serving middle‑market businesses, insurance carriers, law firms, and other organizations across the United States. The firm provides a broad range of services including forensic accounting, litigation support, risk advisory, tax, assurance, and business consulting solutions.

Having recently partnered with Unity Partners, Meaden & Moore is entering an exciting new phase of growth. The company is executing a strategy focused on organic expansion, operational excellence, and strategic acquisitions, creating significant opportunities for team members to help shape the future of a rapidly growing firm. As the business continues to grow, Meaden & Moore is investing in talent, technology, and infrastructure to support its next chapter.

About

Unity Partners

Unity Partners is a private equity firm based in Dallas, Texas that invests in founder‑and family‑owned business services companies across North America. The firm partners with management teams to accelerate growth through operational improvements, technology enablement, talent development, and strategic M&A.

Unlike traditional financial investors, Unity takes a collaborative approach to value creation, working closely alongside management teams to build market‑leading platforms. The firm focuses on long‑term partnership, operational excellence, and creating sustainable growth for employees, customers, and shareholders.

Opportunity

We are currently seeking a Tax Senior Manager for our Personal Tax Advisory Group in one of our Northeast, Ohio offices:
Cleveland or Akron.

The Tax Senior Manager is a personal tax specialist and advisor who is responsible for managing client relationships and tax engagements for high net worth individuals and business owners. The Tax Senior Manager will be highly experienced in individual, fiduciary, and gift tax compliance and planning. Experience in the area of International Tax Planning and Compliance for individuals is highly desired.

The individual will be highly motivated and organized, and able to manage multiple client engagements at one time.

The Tax Senior Manager is responsible for most facets of client engagements, which includes managing engagements and client relationships, taking responsibility to assure timely completion of client deliverables and supervising managers and senior staff. The Tax Senior Manager assumes increased responsibility to handle larger and more complex client assignments in the Individual Tax specialty area.

Qualifications

To be considered for this Position, Candidates must:

• Have CPA.
• Have minimum 10 years’ related experience; advanced degree preferred.
• Possess leadership skills to manage and mentor teams.
• Provide timely client service and be responsive to client expectations.
• Possess a working knowledge of flow‑through entity taxation rules.
• Be experienced in tax research.
• Be engaged in business development activities.
• Possess exceptional verbal and written communication skills.
• Have working knowledge of tax preparation and tax planning software as well as Microsoft Office programs (Excel, Word, Outlook and PowerPoint) and basic knowledge of operating systems.
• Experience in International Tax Planning and Compliance for individuals is preferred.

Benefits, Perks, Culture, and Our Commitment to Diversity and Inclusion

Our human capital is the most valuable asset we have. The collective sum of the individual differences, life experiences, knowledge, inventiveness, innovation, self‑expression, unique capabilities and talent that our employees invest in their work represents a significant part of not only our culture, but our reputation and company’s achievements as well.

We embrace and…