Tax Manager, CPA​/EA

Tax Advisory | Estate & Trust Planning | Client Leadership | Hybrid Flexibility

Compensation: $110,000–$145,000 Base + Performance Bonus + Career Advancement

Location: Westlake, Ohio (Hybrid)
Schedule
:
Flexible 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 role.

It's an opportunity to become a trusted advisor to privately held businesses, entrepreneurs, family-owned companies, high-net-worth individuals, trusts, and estates while helping lead client engagements, mentor future leaders, and influence the continued growth of a thriving regional CPA firm.

For more than 35 years, the firm has built its reputation on exceptional client service, technical excellence, and a culture that prioritizes both professional development and personal well-being. Professionals enjoy the resources and opportunities of a growing firm while benefiting from a collaborative, close-knit environment where relationships matter.

If you're looking for a role that combines leadership, client advisory services, sophisticated tax planning, and long-term career growth, we'd welcome a confidential conversation.

• $110,000–$145,000 base salary
• Performance-based bonus opportunity
• Hybrid work schedule
• CPA reimbursement program
• Strong mentorship and leadership development
• Diverse client portfolio and industry exposure
• Significant client-facing advisory responsibilities
• Estate, gift, trust, and succession planning exposure
• Direct access to firm leadership
• Collaborative and team-oriented culture
• Clear path toward Senior Manager and Director-level opportunities

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

This firm serves a broad range of clients, including:

• Closely held and family-owned businesses
• Professional service firms
• Manufacturing companies
• Construction and real estate organizations
• Nonprofit entities
• Entrepreneurs and business owners
• High-net-worth individuals and families

The firm provides a comprehensive suite of services including:

• Tax Planning & Compliance
• Audit & Assurance
• Client Advisory Services
• Business Consulting
• Valuation Services
• Outsourced Accounting
• Estate & Succession Planning
• Strategic Growth Advisory

Professionals are encouraged to develop meaningful client relationships and become trusted business advisors rather than solely tax compliance specialists.

As a Tax Manager, you'll serve as both a technical leader and strategic advisor while helping clients navigate increasingly complex tax and business challenges.

You'll work directly with business owners, executives, family groups, and investors to identify opportunities, mitigate risk, and develop proactive tax strategies that support long-term success.

This role offers significant exposure to:

• Tax Planning & Advisory
• High-Net-Worth Tax Services
• Estate & Trust Taxation
• State & Local Tax (SALT)
• Business Succession Planning
• Client Relationship Management
• Leadership & Team Development

• Lead complex tax planning and compliance engagements
• Review corporate, partnership, S-corporation, fiduciary, and individual tax returns
• Develop proactive strategies designed to minimize tax liabilities and maximize client opportunities
• Research and resolve complex federal, state, and local tax matters
• Identify planning opportunities related to business growth, ownership transitions, and wealth preservation

• Serve as a trusted advisor to business owners and key client contacts
• Build and maintain long-term client relationships
• Conduct planning meetings and strategic discussions throughout the year
• Coordinate with attorneys, financial advisors, and other professional service providers
• Identify opportunities to expand client relationships and firm services

• Supervise Associates and Senior Associates
• Review work papers, returns, and planning projects
• Mentor…