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Tax Manager, CPA​/EA

Job in Medina, Medina County, Ohio, 44256, USA
Listing for: Wertz & Associates
Full Time position
Listed on 2026-07-26
Job specializations:
  • Accounting
    Tax Advisor, Tax Manager, Financial Compliance
  • Finance & Banking
    Tax Advisor, Tax Manager, Financial Compliance
Salary/Wage Range or Industry Benchmark: 100000 - 135000 USD Yearly USD 100000.00 135000.00 YEAR
Job Description & How to Apply Below

Tax Manager, CPA/EA Tax Advisory | Estate & Trust Planning | Client Leadership | Hybrid Flexibility

Compensation: $100,000-$135,000 Base + Performance Bonus + Career Advancement

Location: Medina, Ohio (Hybrid)

Our client, a highly respected and growing public accounting and advisory firm, is seeking an experienced Tax Manager to join its expanding tax practice in Medina, Ohio.

This is more than a traditional tax management position.

It's an opportunity to serve as a trusted advisor to privately held businesses, business owners, high-net-worth individuals, trusts, and family enterprises while helping lead client engagements, mentor future leaders, and contribute to the continued growth of a thriving firm.

The firm has built an outstanding reputation by combining technical expertise with a consultative, relationship-driven approach. Professionals enjoy meaningful client interaction, leadership opportunities, and the ability to make a direct impact while working within a collaborative culture that genuinely values both personal and professional growth.

If you're looking for a role that combines technical excellence, leadership responsibilities, client advisory work, and long-term advancement opportunities, we'd welcome a confidential conversation.

Why This Opportunity Stands Out
  • $100,000-$135,000 base salary
  • Performance-based bonus opportunity
  • Hybrid work schedule
  • Exposure to sophisticated tax planning and consulting engagements
  • Significant client-facing advisory responsibilities
  • Estate, gift, and trust planning opportunities
  • Strong mentorship and leadership development culture
  • Direct access to firm leadership
  • Collaborative and family-oriented environment
  • Clear path toward senior leadership opportunities

Exceptional candidates with advanced estate and trust expertise, SALT experience, niche industry specialization, or demonstrated business-development capabilities may be considered above the posted compensation range.

The Opportunity

As a Tax Manager, you'll serve as both a technical leader and trusted business advisor while helping manage client engagements and develop the next generation of tax professionals.

You'll work directly with entrepreneurs, executives, family-owned businesses, high-net-worth individuals, trusts, and closely held companies to provide proactive tax planning, compliance oversight, and strategic consulting services.

This role offers a compelling combination of:

  • Tax Planning & Advisory
  • High-Net-Worth & Private Client Services
  • Estate, Gift & Trust Taxation
  • State & Local Tax (SALT)
  • Client Relationship Management
  • Team Leadership & Mentorship
Key Responsibilities Tax Planning & Advisory
  • Lead complex tax planning and compliance engagements for individuals, partnerships, corporations, trusts, and closely held businesses
  • Develop strategies designed to minimize tax liabilities and maximize planning opportunities
  • Review complex tax returns and related work product
  • Research and resolve federal, state, and local tax matters
  • Stay current on legislative and regulatory developments impacting clients
Client Relationship Management
  • Serve as a trusted advisor to key clients and business owners
  • Build and strengthen long-term client relationships
  • Deliver practical tax and business solutions tailored to client objectives
  • Coordinate with external advisors and professional service providers as needed
  • Identify opportunities to expand existing client relationships and services
Leadership & Team Development
  • Supervise Associates and Senior Associates across multiple engagements
  • Review work papers, tax returns, and planning projects
  • Provide mentorship, coaching, and professional development support
  • Assist with workflow management and engagement scheduling
  • Foster a collaborative culture focused on excellence and client service
Technical Excellence
  • Conduct advanced tax research and communicate findings effectively
  • Support estate, gift, trust, and fiduciary tax planning initiatives
  • Assist with SALT-related planning and compliance matters
  • Provide technical guidance on complex client situations and special projects
Qualifications
  • Bachelor's Degree in Accounting, Finance, or related field required
  • Master's Degree preferred
  • Active CPA or EA designation…
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