Tax Manager, CPA/EA

Wertz & Associates•Westlake, OH

5d•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 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.

Requirements

Bachelor's Degree in Accounting, Finance, or related field
Active CPA or EA designation
5–10 years of public accounting experience
Experience reviewing business and individual tax returns
Strong tax planning and research capabilities
Excellent written and verbal communication skills
Leadership and mentoring experience
Strong analytical and organizational abilities

Nice To Haves

Advanced SALT expertise
Substantial estate and trust experience
Niche industry specialization
Business development capabilities

Responsibilities

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 workpapers, returns, and planning projects
Mentor and develop future firm leaders
Provide performance feedback, coaching, and career guidance
Assist with recruiting, onboarding, and training initiatives
Conduct advanced tax research and communicate findings effectively
Support estate, gift, trust, and fiduciary tax matters
Advise clients on multi-state and SALT-related issues
Stay current on changing tax laws and regulations
Serve as a technical resource for staff and clients