Tax Manager: Direct Tax (State and Local Tax Group)
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. Recently partnered with Unity Partners, Meaden & Moore is entering an exciting new phase of growth, focusing on organic expansion, operational excellence, and strategic acquisitions.
Unity Partners is a private equity firm based in Dallas, Texas, investing 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, emphasizing long-term partnership and operational excellence.
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 state income and franchise tax reporting, state and local tax controversy, and consulting. You will develop and pursue tax strategies using the latest software technology, manage client accounts, and provide day-to-day oversight of tax consulting and compliance services.
Responsibilities
- Develop and maintain excellent client relationships on consulting and compliance engagements, focusing on state and local direct tax.
- Advise clients on partnership and corporate state/local tax returns, multistate tax issues, and challenges.
- Coordinate with an in-house tax preparation team to review estimated payments, withholding, composite tax calculations, and investor packages.
- Manage engagement workflow, talent, and invoicing.
- Serve as a trusted business advisor for audit representation, nexus planning, and voluntary disclosures.
- Research and analyze state tax legislation and assist with compliance and investor reporting.
- Support the proposal process for new and existing clients.
- Mentor and advise engagement team members to support their training, growth, and development.
Requirements
- Bachelor’s degree in accounting, finance, or a related business field.
- Master’s degree in taxation is a plus.
- CPA or other appropriate certification is preferred but not required.
- 3-5 years of experience in state income and franchise tax, federal tax, pass-through entities, 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 or supervisory experience.
- Working knowledge of Microsoft Office programs (Excel, Word, Outlook, PowerPoint) and basic operating systems.
Benefits
- Medical, dental, and vision coverage.
- Generous PTO and paid holidays.
- 401(k) matching and profit sharing.
- Professional development and certification support, including 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.
Pay
Base compensation for this role typically ranges between $100,000 and $130,000, with a generous incentive program and various bonus opportunities for exceptional performance.
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.