Tax Manager, CPA​/EA

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

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

Location: Westlake, 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.

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.

Known for its collaborative culture and advisory-focused approach, the firm provides professionals with the opportunity to work on sophisticated tax matters while maintaining a strong commitment to work-life balance and career development.

If you're looking for a role that combines technical tax expertise, leadership responsibility, client interaction, and long-term growth potential, we'd welcome a confidential conversation.

• $100,000–$135,000 base salary
• Performance-based bonus opportunity
• Hybrid work schedule
• Meaningful client-facing advisory work
• Strong mentorship and leadership opportunities
• Exposure to complex tax planning engagements
• Estate, gift, trust, and wealth-transfer planning experience
• Collaborative and growth-oriented culture
• Direct access to firm leadership
• Clear path toward senior leadership opportunities

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

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

You'll work closely with business owners, executives, family groups, entrepreneurs, and high-net-worth clients, helping them navigate complex tax challenges and develop proactive planning strategies that support long-term success.

This role offers exposure to:

• Tax Planning & Advisory
• High-Net-Worth & Private Client Services
• Estate, Gift & Trust Taxation
• State & Local Tax (SALT)
• Team Leadership & Mentorship
• Practice Development & Client Growth

• 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 opportunities for clients
• Research and resolve complex federal, state, and local tax issues
• Review financial statements to identify planning opportunities and tax risks
• Stay current on tax law changes and proactively advise clients accordingly

• Serve as a trusted advisor to key client relationships
• Build and maintain strong long-term client partnerships
• Deliver exceptional service and strategic guidance throughout the year
• Coordinate with external advisors and professional service providers as needed
• Identify opportunities to expand service offerings and strengthen client relationships

• Supervise Associates and Senior Associates across multiple engagements
• Review tax returns, work papers, and planning projects
• Mentor and develop staff through coaching, training, and feedback
• Assist with engagement planning, workflow management, and quality control
• Support the continued growth of the firm's tax practice

• Conduct advanced tax research and communicate findings effectively
• Assist with estate, gift, trust, and fiduciary tax matters
• Support SALT-related planning and compliance initiatives
• Contribute technical expertise to complex client situations and planning opportunities

• Bachelor's Degree in Accounting, Finance, or related field required
• Master's Degree preferred
• Active CPA or EA designation required
• 5–10 years of progressive public accounting experience
• Strong experience reviewing complex tax engagements
• Estate, Gift & Trust tax experience highly desirable
• SALT…