Tax Manager - Personal Tax Advisory 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. The firm is executing a strategy focused on organic expansion, operational excellence, and strategic acquisitions, creating 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. Unity takes a collaborative approach to value creation, working closely alongside management teams to build market-leading platforms with a focus on long-term partnership and operational excellence.

About the Role

We are seeking a Tax Manager for our Personal Tax Advisory Group in one of our Northeast Ohio offices: Cleveland, Akron, or Wooster. The Tax Manager will specialize in personal and fiduciary tax and is responsible for all facets of client engagements, including supervising staff and directing the day-to-day progress of the engagement. This role prepares to assume increasing responsibility to handle a larger quantity and complexity of client assignments and begin developing client relationships.

Responsibilities

• Develop and maintain comprehensive knowledge of tax law, regulations, and complex tax issues.
• Apply research and analytical skills to provide advice to firm members and consult directly with clients regarding tax issues.
• Ensure data accuracy and reliability by applying appropriate accounting and tax theory during engagements.
• Direct the overall progress of larger tax return projects and tax research, including planning, organization, delegation, and coordination of work.
• Identify problems or opportunities for improvement in clients’ systems, procedures, or business operations.
• Coordinate staff to resolve tax-related issues and communicate effectively with the engagement team to share information and meet deadlines.
• Assist with and lead engagement planning, including outlining major issues, determining needs for additional information, and supervising staff in tax return preparation.
• Complete workpapers, checklists, and research memos, and submit reviewed tax returns on a timely basis.
• Participate in the proposal process and begin training on administrative, practice management, and development matters.
• Provide timely coaching and feedback to staff, assist in performance evaluations, and support their career development.
• Develop expertise in federal, state, and local taxation rules and understand Meaden & Moore’s technical standards.
• Comply with continuing professional education requirements.
• Actively participate in firm and community programs, and seek opportunities to expand your professional network.

Qualifications

• Accounting, Business, or related degree preferred.
• CPA preferred but not required.
• Exceptional verbal and written communication skills.
• Minimum 4 to 6 years of related experience.
• Working knowledge of Microsoft Office programs (Excel, Word, Outlook, PowerPoint) and basic operating systems.
• Demonstrated aptitude in quantitative and qualitative research, relationship-building, leadership, project management, and business development.
• Self-motivated and willing to work in a team environment.

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.
• 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.

Pay

Base compensation for this role typically ranges between $100,000 and $130,000. Additionally, the firm offers a generous incentive program and various other bonus opportunities which reward exceptional performance.

Diversity and Inclusion

Our human capital is our most valuable asset. We embrace and encourage our employees’ differences in age, color, disability, ethnicity, family or marital status, gender identity or expression, language, national origin, physical and mental ability, political affiliation, race, religion, sexual orientation, socio-economic status, veteran status, and other characteristics that make our employees unique. These differences contribute to our culture, reputation, and achievements.