Tax Manager, CPA/EA

Wertz & Associates•Medina, OH

9h•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, Ohio. 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. The firm has built an outstanding reputation by combining technical expertise with a consultative, relationship-driven approach. Professionals enjoy meaningful client interaction, leadership opportunities, and the ability to make a direct impact while working within a collaborative culture that genuinely values both personal and professional growth. If you're looking for a role that combines technical excellence, leadership responsibilities, client advisory work, and long-term advancement opportunities, we'd welcome a confidential conversation. As a Tax Manager, you'll serve as both a technical leader and trusted business advisor while helping manage client engagements and develop the next generation of tax professionals. You'll work directly with entrepreneurs, executives, family-owned businesses, high-net-worth individuals, trusts, and closely held companies to provide proactive tax planning, compliance oversight, and strategic consulting services. This role offers a compelling combination of: Tax Planning & Advisory, High-Net-Worth & Private Client Services, Estate, Gift & Trust Taxation, State & Local Tax (SALT) Client Relationship Management, and Team Leadership & Mentorship.

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 research, analytical, and problem-solving skills
Excellent communication and relationship-building abilities
Proven leadership and mentoring experience

Nice To Haves

Master's Degree preferred
Estate, Gift & Trust taxation experience highly desirable
SALT experience preferred
Advanced estate and trust expertise
SALT experience
Niche industry specialization
Demonstrated business-development capabilities

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 planning opportunities
Review complex tax returns and related work product
Research and resolve federal, state, and local tax matters
Stay current on legislative and regulatory developments impacting clients
Serve as a trusted advisor to key clients and business owners
Build and strengthen long-term client relationships
Deliver practical tax and business solutions tailored to client objectives
Coordinate with external advisors and professional service providers as needed
Identify opportunities to expand existing client relationships and services
Supervise Associates and Senior Associates across multiple engagements
Review workpapers, tax returns, and planning projects
Provide mentorship, coaching, and professional development support
Assist with workflow management and engagement scheduling
Foster a collaborative culture focused on excellence and client service
Conduct advanced tax research and communicate findings effectively
Support estate, gift, trust, and fiduciary tax planning initiatives
Assist with SALT-related planning and compliance matters
Provide technical guidance on complex client situations and special projects