Tax Manager, CPA​/EA

Tax Manager, CPA/EA Tax Advisory | Employee Ownership | Client Leadership | Work-Life Balance

Compensation: $110,000–$150,000 Base + ESOP Ownership Benefits + Leadership Growth Opportunity

Location:Hamilton, OH
Schedule
:
Flexible Hybrid

Our client, an award-winning, employee-owned CPA and advisory firm, is seeking an experienced Tax Manager to join its growing tax practice.

This is more than a traditional tax management role.

It's an opportunity to become a trusted advisor to privately held businesses, business owners, and individual clients while leading complex tax engagements, mentoring future leaders, and helping drive the growth of a 100% employee-owned firm where your contributions directly impact your future.

As an employee-owner, you'll have the opportunity to share in the success you help create while building meaningful client relationships and playing a key role in a firm that values transparency, collaboration, professional growth, and work-life balance.

If you're looking for a leadership opportunity that combines tax expertise, strategic advisory services, client relationship management, and ownership potential, we'd welcome a confidential conversation.

• $110,000–$150,000 base salary
• 100% Employee-Owned through an ESOP
• Hybrid and flexible work options
• 53‑hour busy season expectations
• Summer Fridays with reduced hours
• Significant client advisory responsibilities
• Opportunity to serve as a trusted advisor to business owners
• Strong mentorship and leadership development opportunities
• Direct access to firm leadership
• THRIVE career coaching and development program
• Clear path for long-term advancement
• Collaborative and transparent culture

Exceptional candidates with significant advisory experience, SALT expertise, multi‑state taxation experience, or proven client development success may be considered above the posted compensation range.

Our client is an award-winning CPA and advisory firm dedicated to helping privately held businesses, entrepreneurs, and individuals achieve long‑term success.

The firm provides a comprehensive suite of services including:

• Tax Planning & Compliance
• Business Advisory Services
• Consulting Services
• Audit & Assurance
• Strategic Business Planning State & Local Tax Advisory
• Wealth & Succession Planning

Unlike many firms that focus strictly on compliance, professionals work closely with clients throughout the year, building long‑term advisory relationships that create meaningful business impact.

As a Tax Manager, you'll serve as a key leader within the tax practice while helping clients navigate complex tax matters, business decisions, and growth opportunities.

You'll have significant exposure to:

• Tax Planning & Advisory Services
• Partnership Taxation
• S-Corporation Taxation
• C-Corporation Taxation
• Pass-Through Entity Taxation
• Multi-State Tax Matters
• Business Consulting
• Client Relationship Management
• Team Leadership & Mentorship

This role blends technical tax expertise, strategic advisory work, and leadership responsibilities.

• Review complex business and individual tax returns
• Develop proactive tax planning strategies for clients
• Advise clients on business structure, transactions, and tax implications
• Identify planning opportunities that reduce tax burdens and improve outcomes
• Assist clients with state and local tax considerations and multi‑state tax matters

• Build and maintain trusted advisor relationships with business owners and executives
• Conduct year-round advisory conversations with clients
• Deliver strategic business and tax guidance
• Help clients make informed financial and operational decisions
• Provide exceptional service and responsiveness

• Mentor, coach, and develop tax staff and senior professionals
• Review work product and provide constructive feedback
• Support career development and ongoing learning
• Foster a collaborative, high‑performing team environment
• Help develop the next generation of firm leaders

• Manage tax engagement workflows, deadlines, and budgets
• Coordinate client communication and project execution
• Ensure…