Tax Manager, CPA

Wertz & Associates•Independence, OH

45d•Hybrid

About The Position

Our client, a nationally recognized Top 100 business advisory and accounting firm, is seeking an experienced Tax Manager to join its growing tax practice in Independence. This is more than a traditional tax management position. It's an opportunity to serve as a trusted advisor to business owners, executives, closely held companies, and high-net-worth clients while leading a team of tax professionals, helping drive business growth, and contributing to the success of a firm built around a "People First" culture. With hundreds of professionals across Ohio and a reputation for delivering sophisticated tax, accounting, and consulting solutions, our client offers the resources of a large firm while maintaining the collaborative culture and work-life balance that professionals value. If you're looking for a leadership opportunity that combines technical tax expertise, client advisory services, team development, and business growth initiatives, we'd welcome a confidential conversation. This role offers an excellent blend of technical expertise, leadership responsibility, and client-facing advisory work.

Requirements

CPA license required
Bachelor's or Master's Degree in Accounting, Tax, or related field
5–8 years of public accounting tax experience
Prior supervisory or leadership experience
Experience with federal tax compliance and tax planning
Strong tax research and analytical capabilities
Excellent communication and presentation skills
Strong project management and organizational abilities

Nice To Haves

advanced tax planning expertise
strong business development success
niche industry specialization
extensive client advisory experience

Responsibilities

Advise clients on the tax implications of business decisions and strategic initiatives
Develop tax strategies designed to minimize tax liability and maximize client value
Provide sophisticated tax consulting and planning services
Research complex tax matters and communicate recommendations clearly
Identify changing regulations and emerging tax issues impacting clients
Serve as the primary contact for complex client tax matters
Build and strengthen long-term client relationships
Communicate federal, state, and local tax concepts effectively
Assist clients in achieving business and financial objectives
Deliver exceptional year-round tax and advisory support
Lead, mentor, and develop tax professionals across multiple levels
Provide technical guidance and performance coaching
Review work product and maintain quality standards
Foster collaboration and accountability throughout the team
Help attract, retain, and develop top talent
Manage engagement workflows, team resources, and project timelines
Monitor engagement profitability and billing
Support operational efficiency initiatives
Contribute to strategic planning and practice development efforts
Ensure compliance with firm standards and professional requirements
Participate in networking, community involvement, and growth initiatives
Identify opportunities to expand existing relationships
Help clients discover additional value-added services
Support proposals, presentations, and client pursuits
Contribute to the continued expansion of the firm's client base