Tax Manager, CPA

Wertz & Associates•Sheffield, OH

4d•Hybrid

About The Position

Our client, a highly respected and growth-focused public accounting and advisory firm, is seeking an experienced Tax Manager, CPA 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 high-net-worth individuals, privately held businesses, family-owned companies, and business owners while helping lead a talented team, mentor future leaders, and contribute to the continued growth of a thriving advisory practice. The firm is known for its client-first culture, deep technical expertise, and commitment to developing professionals who want to build meaningful careers. If you're looking for a role that blends sophisticated tax planning, client relationships, leadership, and long-term growth opportunities, we'd welcome a confidential conversation.

Requirements

Bachelor's Degree in Accounting required
Active CPA license required
4–6+ years of public accounting tax experience
Experience serving high-net-worth individuals and privately held businesses preferred
Strong technical tax knowledge including individual, corporate, partnership, and fiduciary taxation
Experience reviewing returns and managing client engagements
Excellent communication and relationship-building skills
Strong leadership, organizational, and project-management abilities
Commitment to client service excellence and professional development

Nice To Haves

Thinks like an advisor rather than simply a tax preparer
Enjoys building trusted client relationships
Takes pride in producing high-quality technical work
Values mentorship and team development
Has an entrepreneurial mindset and growth orientation
Wants increased leadership responsibility and visibility
Seeks long-term career advancement within a respected firm

Responsibilities

Lead complex tax planning and compliance engagements for individuals, partnerships, corporations, trusts, and closely held businesses
Review tax returns and related work prepared by staff and senior professionals
Develop proactive strategies designed to minimize tax liabilities and maximize client outcomes
Research and interpret emerging tax legislation and communicate planning opportunities
Assist clients with succession planning, wealth preservation, and long-term business strategies
Serve as a trusted advisor to key client relationships
Meet regularly with clients to understand evolving needs and objectives
Deliver exceptional client service through responsiveness, expertise, and strategic guidance
Identify opportunities to expand services and strengthen client relationships
Mentor, train, and develop senior staff, staff accountants, and interns
Review work and provide constructive feedback
Assist with workflow management, quality control, and engagement profitability
Foster a collaborative culture focused on professional growth and client success
Participate in networking and business development activities
Represent the firm within the business and professional community
Develop referral relationships with attorneys, bankers, financial advisors, and other professionals
Identify opportunities for new business and expanded client services