Tax Manager

RIA Tax Manager
, with a fast-growing Northeast Ohio private wealth and investment firm, seeking to strengthen and expand their tax team; flexible office arrangements in both Akron and Cleveland. Relatively young management group of RIA advisors seeking tax advising experience for small-business owners ($1M to $30M), at least seven years of public accounting experience, who can commit to a full-time hybrid role of no more than 55 hours per week.

The compensation quite competitive, and the ultimate opportunity for partnership if desired.

• $130,000–$180,000 base compensation
  , with flexibility for more senior candidates.
• More client-focused and less administrative than a traditional large public accounting environment.
• Opportunity to provide tax consulting to small business owners ($1M - $30M) to help them grow
• Opportunity to work alongside private wealth management and financial planning professionals.
• Ability to work close to home, from a variety of Northeast Ohio locations.
• A close-knit, experienced team focused on long-term client relationships and sustainable growth.
• No expectation to develop a personal book of business.
• Potential equity opportunity for the right person.

• Oversee client-focused tax planning, compliance, and advisory services.
• Role well suited for an experienced tax professional who wants to remain close to clients and technical work while mentoring younger tax team for service quality.
• Maintain solid client relationships on tax-related matters.
• Develop proactive tax planning strategies to help clients manage tax liabilities and support broader financial objectives.
• Collaborate with financial planning and investment management professionals to deliver coordinated client solutions.

• Maintain high standards for technical accuracy, regulatory compliance, and client service.
• Supervise, mentor, and develop tax managers and staff while providing technical guidance and performance feedback.
• Monitor changes in tax laws and regulations and communicate relevant implications to clients and internal team members.
• Support the continued growth and development of the tax practice.
• Help build the tax research and tax compliance expertise

• Bachelor’s degree in accounting.
• 7+ years in a CPA firm, financial services firm, or comparable tax environment.
• Some supervisory leadership experience
• Strong technical knowledge of individual, partnership, S corporation, trust, gift, federal, state, and local taxation.
• Experience managing tax engagements and client relationships.
• Some experience supervising and developing tax professionals.
• Strong written and verbal communication skills.
• Strong professional judgment, organization, and attention to detail.
• Ability to manage multiple priorities and make sound decisions in a client-service environment.
• Proficiency with Microsoft Office Suite.
• Active CPA license.

• Experience serving privately held businesses and their owners.
• Experience with tax planning and consulting in addition to tax compliance.
• Experience working with financial planning, wealth management, or investment management professionals.
• Experience contributing to the growth or development of a tax practice.
• Experience with Thomson Reuters Ultra Tax CS and Practice CS
  .

Solid organization: independent Registered Investment Advisory firm serving the Cleveland–Akron market in Northeast Ohio with a significant track record of success for clients.

The mission? Impact the lives of clients, team members, and the community by delivering high-quality financial advice, personalized service, and an exceptional client experience. A client-centered, growth-oriented philosophy that brings together tax, financial planning, and investment…