Tax Manager, CPA/EA

Wertz & Associates•Westlake, OH

4d•Hybrid

About The Position

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.

Requirements

Bachelor's Degree in Accounting, Finance, or related field required
Active CPA or EA designation required
5–10 years of progressive public accounting experience
Strong experience reviewing complex tax engagements
Strong tax research and analytical capabilities
Excellent verbal and written communication skills
Proven leadership and team development abilities

Nice To Haves

Master's Degree preferred
Estate, Gift & Trust tax experience highly desirable
SALT experience preferred
Enjoys becoming a trusted advisor to clients
Thinks strategically beyond tax compliance
Values mentorship and developing future professionals
Enjoys working on sophisticated tax planning engagements
Has strong technical and relationship-building skills
Wants meaningful influence within a growing organization
Appreciates a collaborative culture focused on both professional and personal growth

Responsibilities

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, workpapers, 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