Tax Manager, CPA/EA

Wertz & Associates•Medina, 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 in Medina. This is far more than a tax compliance 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 engagements, mentor future leaders, and contribute to the continued growth of one of Northeast Ohio's most respected CPA firms. For more than 35 years, the firm has been committed to investing in its people, creating a culture where professionals have the opportunity to accelerate their careers while maintaining a healthy work-life balance and strong sense of community. If you're looking for a leadership opportunity that combines technical excellence, client advisory work, business development, 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 client communication and relationship-building skills
Leadership and supervisory experience
Strong analytical and organizational abilities

Nice To Haves

Advanced SALT expertise
Trust and estate planning experience
Niche industry specialization
Business development capabilities

Responsibilities

Lead complex tax planning and compliance engagements
Review individual, corporate, partnership, fiduciary, and trust tax returns
Develop proactive strategies designed to minimize tax liabilities and maximize opportunities
Identify tax-saving opportunities for business owners and individuals
Research and resolve sophisticated federal, state, and local tax matters
Serve as the primary advisor for assigned client relationships
Meet with business owners and executives to discuss planning opportunities
Coordinate with attorneys, bankers, financial advisors, and other professional partners
Develop long-term trusted advisor relationships
Identify opportunities to expand services and deepen client relationships
Supervise Associates and Senior Associates
Review workpapers, tax returns, and planning projects
Mentor and develop future leaders within the firm
Provide performance feedback and coaching
Assist with recruiting, onboarding, training, and retention efforts
Conduct advanced tax research and communicate recommendations clearly
Support estate, trust, and wealth transfer planning initiatives
Advise clients regarding SALT and multi-state tax issues
Stay current on evolving tax laws and regulations
Serve as a technical resource for both clients and internal team members