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Tax Manager

Job in Columbus, Franklin County, Ohio, 43224, USA
Listing for: True Wealth Design LLC
Full Time position
Listed on 2026-09-12
Job specializations:
  • Accounting
    Tax Manager, Accounting Manager, Financial Compliance, Accounting & Finance
Salary/Wage Range or Industry Benchmark: 110000 - 160000 USD Yearly USD 110000.00 160000.00 YEAR
Job Description & How to Apply Below

Tax Manager

Location: Columbus, Ohio
Employment Type: Full-Time
Reports To: Tax Partner/Director

Join a Firm Built for the Future

We are a growing tax and wealth advisory firm serving dynamic businesses and individuals with a commitment to technical excellence, trusted advisory relationships, and a people-first culture. We believe accounting and finance is evolving rapidly and we are building a team that embraces innovation, technology, collaboration, and continuous growth.

We are seeking an experienced Tax Manager who brings strong technical expertise, leadership capability, and a forward-thinking mindset. This role is ideal for someone who enjoys developing people, solving complex client challenges, improving processes, and helping shape the future of a high-performing tax practice.

If you are resourceful, intellectually curious, strongly tech-enabled, and energized by building something meaningful we would love to meet you.

Position Overview

The Tax Manager oversees tax engagements, manages client relationships, mentors team members, and ensures high-quality tax compliance and advisory services. This role requires strong technical skills, project management capability, leadership presence, and a proactive mindset toward technology and process improvement.

The ideal candidate balances technical excellence with emotional intelligence, accountability, and a commitment to developing both clients and team members.

Key Responsibilities Client Service & Tax Leadership
  • Manage tax compliance engagements for individuals, partnerships, S corporations, C corporations, trusts, and nonprofit organizations
  • Review tax returns and work papers prepared by staff and senior accountants
  • Research complex tax matters and provide practical solutions
  • Deliver proactive tax planning strategies to clients
  • Identify opportunities to expand advisory services
  • Build trusted relationships with business owners and leadership teams
  • Lead tax engagement planning and execution
  • Ensure timely delivery of client work while maintaining exceptional quality standards
Team Leadership & Development
  • Coach, mentor, and develop tax staff and senior accountants
  • Provide constructive feedback and performance guidance
  • Review team workloads and assist with resource allocation
  • Foster accountability, collaboration, and continuous learning
  • Participate in recruiting, interviewing, and onboarding efforts
  • Support a culture of growth, ownership, and excellence
Technology & Process Improvement
  • Leverage technology and AI-enabled tools to improve efficiency and accuracy
  • Identify opportunities to streamline tax workflows
  • Drive process improvement initiatives
  • Support modernization efforts across tax operations
  • Stay current on emerging tax technologies and industry trends
Firm Growth & Strategic Contribution
  • Contribute to practice growth initiatives
  • Participate in business development efforts
  • Strengthen client retention and engagement
  • Support firm initiatives related to culture, innovation, and operational excellence
Qualifications Required
  • Bachelor’s degree in Accounting
  • CPA license required
  • 5 to 8+ years of public accounting tax experience
  • Experience reviewing complex tax returns
  • Strong technical tax knowledge
  • Prior experience leading or mentoring team members
  • Exceptional communication skills
  • Strong project management capability
  • Ability to manage multiple priorities and deadlines
Preferred
  • Experience serving middle-market businesses
  • Experience with advisory-focused client service models
  • Familiarity with AI tools and modern accounting technology
  • Experience improving workflows and operational processes
  • Leadership development mindset
  • Strong business acumen
What Makes Someone Successful Here

You are:

  • Accountable without needing constant direction
  • Resourceful and solutions-oriented
  • Calm under pressure
  • Growth-minded and intellectually curious
  • Comfortable leading difficult conversations
  • Tech-forward and adaptable
  • Client-focused without losing sight of team wellbeing
  • Collaborative and humble
  • Motivated to improve systems and not just operate within them
  • Interested in building a career, not simply holding a role
What We Offer
  • Competitive compensation
  • Performance bonus opportunities
  • Work flexibility
  • Professional development investment
  • CPA support and continuing education
  • Leadership development opportunities
  • Technology-forward work environment
  • Collaborative culture
  • Career growth pathways
  • Comprehensive benefits package
  • Generous PTO and flexibility
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