Tax Manager
DayToDay Health · Shaker Heights, OH · 6 days ago
AccountingFull-time
Role Overview
We are seeking a Senior Tax Manager to lead tax compliance, planning, and technical review for ultra-high-net-worth families. The role involves managing a team of tax professionals, working closely with Wealth Advisors, and maintaining authentic client relationships.
Key Responsibilities
- Oversight of individual, trust, estate, gift, foundation, and business tax returns
- Serving as final reviewer and signer
- Leading client meetings
- Mentoring and developing staff
- Supporting integration of acquired offices
- Acting as subject matter expert in trust and estate planning
- Driving firmwide standardization
- Participating in speaking engagements
- Collaborating with advisory teams to deliver integrated solutions
Qualifications & Skills
- 10+ years of tax experience
- Bachelor's in Accounting
- CPA or JD
- Expertise with UHNW individuals, trusts, estates, partnerships
- Managing managers and staff
- Proficiency with tax software and Microsoft Office
- Excellent communication skills
- Willingness to travel regionally
Compensation & Benefits
- Salary range $150,000–$190,000 plus bonus
- Comprehensive health plans
- Generous PTO
- Professional development
- Volunteer days
- Stipends
- Relocation assistance