Senior Tax Manager

Current • Cincinnati, OH

5d • Hybrid

About The Position

We are seeking an experienced Senior Tax Manager to lead tax compliance, planning, and advisory services for a sophisticated client base consisting primarily of high-net-worth individuals, families, trusts, estates, and closely held businesses. This role requires strong technical expertise in complex individual taxation, proactive tax planning capabilities, and the ability to serve as a trusted advisor while managing client relationships and mentoring staff.

Requirements

• CPA required.
• 8+ years of public accounting tax experience, including significant experience with high-net-worth individuals and trusts.
• Proficiency in tax research tools and software (e.g., CCH Axcess)
• Strong technical knowledge of individual, fiduciary, estate, and gift taxation.
• Proven experience reviewing complex tax returns and delivering sophisticated tax planning strategies.
• Excellent client relationship, communication, and leadership skills.
• Experience in a CPA firm environment required

Responsibilities

• Manage and review complex individual, trust, estate, and related entity tax returns (Forms 1040, 1041, partnerships, and S corporations).
• Provide proactive tax planning and consulting for high-net-worth individuals and multi-generational families.
• Advise clients on income tax, estate and gift tax, wealth transfer, and trust planning strategies.
• Serve as the primary relationship manager for a portfolio of high-value clients.
• Research and resolve complex tax issues and communicate recommendations clearly to clients.
• Coordinate tax engagements, ensuring timely delivery and high-quality client service.
• Mentor, develop, and review the work of tax staff and senior accountants.
• Identify opportunities to improve client tax positions and enhance firm service offerings.

Benefits

• Flexible scheduling
• work-life balance year round
• 37.5-hour standard workweek outside of busy season
• Opportunity to bank additional time worked during peak season for future time off
• Competitive benefits package
• health insurance
• 401(k) match
• Paid holidays
• PTO
• Health, Dental, and Vision Insurance (with options for fully paid employee only coverage for health and dental)
• Company-Paid Life and Long-Term Disability Insurance
• Ancillary Benefits such as supplemental life insurance and short-term disability options
• Classic Safe Harbor 401(k) Plan with employer contributions
• Opportunities for professional growth, learning, and development including access to Becker and LinkedIn Learning

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: No Education Listed