Tax Manager

Responsibilities

• Manage tax engagements for businesses and individuals.
• Review complex tax returns, including partnerships, S corporations, C corporations, and pass-through entities.
• Provide proactive tax planning and client advisory support.
• Advise clients on business decisions, entity structure, transactions, and tax implications.
• Support state and local tax matters, including multi-state tax considerations.
• Build year-round client relationships through monthly and quarterly advisory conversations.
• Identify planning opportunities, process improvements, and key business insights.
• Manage engagement workflow, deadlines, budgets, and client communication.
• Mentor, develop, and review the work of tax staff and seniors.
• Collaborate with firm leaders to deliver high-value client service.

Requirements

• 5+ years of public accounting tax experience.
• CPA or EA license.
• Bachelor's or master's degree in Accounting.
• Strong technical knowledge of federal tax laws and regulations.
• Experience reviewing business tax returns and complex tax engagements.
• Experience managing client relationships, engagements, workflow, deadlines, budgets, and communication.
• Proven leadership, delegation, and process improvement skills.
• Strong client communication, relationship-building, problem-solving, and advisory skills.
• Excellent professional English skills; this is a client-facing role that requires phone, video, and written communication.
• Dynamic, proactive, and comfortable working in ambiguous situations.

Benefits

• Competitive salary.
• Comprehensive healthcare benefits.
• ESOP / employee ownership opportunity, including annual firm share distribution eligibility after 1,000 hours worked.
• Retail plan.
• Generous PTO.
• Maternity and parental leave.
• Flexible scheduling.
• Work-from-home options within a hybrid arrangement.
• 53-hour busy season expectations.
• Summer Fridays with reduced hours.
• Career development through THRIVE.

Schedule

• Full-time.
• Standard business hours with flexibility; busy season expectations are approximately 53 hours per week.

Work Location

Hybrid - Hamilton, Ohio.