Tax Manager, CPA/EA

Wertz & Associates•Hamilton, OH

5d•Hybrid

About The Position

Our client, an award-winning, employee-owned CPA and advisory firm, is seeking an experienced Tax Manager to join its growing tax practice. This is more than a traditional tax management role. It's an opportunity to become a trusted advisor to privately held businesses, business owners, and individual clients while leading complex tax engagements, mentoring future leaders, and helping drive the growth of a 100% employee-owned firm where your contributions directly impact your future. As an employee-owner, you'll have the opportunity to share in the success you help create while building meaningful client relationships and playing a key role in a firm that values transparency, collaboration, professional growth, and work-life balance. If you're looking for a leadership opportunity that combines tax expertise, strategic advisory services, client relationship management, and ownership potential, we'd welcome a confidential conversation.

Requirements

CPA or EA designation
Bachelor's or Master's Degree in Accounting
5+ years of public accounting tax experience
Experience reviewing business tax returns
Strong knowledge of federal tax regulations
Experience managing client relationships and tax engagements
Excellent communication and leadership skills
Strong analytical and problem-solving abilities

Nice To Haves

Significant advisory experience
SALT expertise
Multi-state taxation experience
Proven client development success

Responsibilities

Review complex business and individual tax returns
Develop proactive tax planning strategies for clients
Advise clients on business structure, transactions, and tax implications
Identify planning opportunities that reduce tax burdens and improve outcomes
Assist clients with state and local tax considerations and multi-state tax matters
Build and maintain trusted advisor relationships with business owners and executives
Conduct year-round advisory conversations with clients
Deliver strategic business and tax guidance
Help clients make informed financial and operational decisions
Provide exceptional service and responsiveness
Mentor, coach, and develop tax staff and senior professionals
Review work product and provide constructive feedback
Support career development and ongoing learning
Foster a collaborative, high-performing team environment
Help develop the next generation of firm leaders
Manage tax engagement workflows, deadlines, and budgets
Coordinate client communication and project execution
Ensure quality standards and compliance requirements are met
Collaborate with firm leadership to deliver exceptional client service
Identify efficiency improvements and process enhancements