Tax Manager: Direct Tax (State and Local Tax Group)
About the Firm
Meaden & Moore is a leading accounting, tax, advisory, and business consulting firm serving middle-market businesses, insurance carriers, law firms, and other organizations across the United States. The firm provides a broad range of services including forensic accounting, litigation support, risk advisory, tax, assurance, and business consulting solutions. Having recently partnered with Unity Partners, Meaden & Moore is entering an exciting new phase of growth, executing a strategy focused on organic expansion, operational excellence, and strategic acquisitions. This creates significant opportunities for team members to help shape the future of a rapidly growing firm.
Unity Partners is a private equity firm based in Dallas, Texas that invests in founder- and family-owned business services companies across North America. The firm partners with management teams to accelerate growth through operational improvements, technology enablement, talent development, and strategic M&A, taking a collaborative approach to value creation.
About the Role
We are seeking a Tax Manager to join our State and Local Tax (SALT) Services Group in our Northeast Ohio offices: Cleveland, Akron, or Wooster. This role focuses on providing state and local direct tax planning, consulting, and compliance services to clients in various industries. You will have direct client contact, manage the engagement team, and develop strategies using the latest software technology.
Responsibilities
- Develop and maintain excellent relationships with clients on consulting and compliance engagements focusing on state and local direct tax.
- Advise clients on challenges including partnership and corporate state/local tax returns, with attention to multistate tax issues.
- Work with an in-house tax preparation team and coordinate detailed review of estimated payment, withholding, and composite tax calculations and investor packages.
- Manage engagement workflow, talent, and invoicing.
- Serve as a trusted business advisor to clients, focusing on audit representation, nexus planning, and voluntary disclosures.
- Research and analyze a wide variety of tax issues, including state tax legislation, and assist with compliance and investor reporting.
- Assist in the proposal process for new and existing clients.
- Mentor and advise members of the engagement team to support their training, growth, and development.
Requirements
- Bachelor’s degree in accounting, finance, or other related business field.
- Master’s degree in taxation is a plus.
- CPA or other appropriate certification is preferred but not required.
- 3-5 years’ experience in state income and franchise tax or federal tax, pass-through, tax research, and corporate tax returns.
- Experience providing tax planning services is a plus.
- Excellent research, writing, presentation, and communication skills.
- Experience working within a CPA firm is preferred.
- Management/supervisory experience.
- Working knowledge of Microsoft Office programs (Excel, Word, Outlook, and PowerPoint) as well as basic knowledge of operating systems.
Benefits
- Medical, dental, and vision coverage.
- Generous PTO and paid holidays.
- 401(k) matching and profit sharing.
- Professional development support and certification reimbursement.
- Employee referral and new business bonus opportunities.
- Wellness and employee assistance resources.
- Long-term career growth and advancement opportunities.
- Parental bonding time and compensation continuance.
- Flexible and hybrid work opportunities, where applicable.
Base compensation for this role typically ranges between $100,000 and $130,000, with a generous incentive program and various other bonus opportunities.
Culture & Perks
- Team outings, firm events, and holiday celebrations.
- Busy season appreciation and stress-relief programs.
- Wellness initiatives and incentives.
- Technology, retailer, and event discounts.
- Employee Resource Groups.
- Strong commitment to community involvement, volunteerism, and charitable giving.