Tax Manager, CPA​/EA

Job Description

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…