Tax Senior 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. 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, focusing on long-term partnership and operational excellence.
About the Role
The Tax Senior Manager is a personal tax specialist and advisor responsible for managing client relationships and tax engagements for high net worth individuals and business owners. This role is based in one of our Northeast Ohio offices: Cleveland, Akron, or Wooster.
The Tax Senior Manager will be highly experienced in individual, fiduciary, and gift tax compliance and planning, with a strong preference for experience in International Tax Planning and Compliance for individuals. The role involves managing multiple client engagements, supervising managers and senior staff, and ensuring timely completion of client deliverables.
Responsibilities
- Manage client relationships and tax engagements for high net worth individuals and business owners.
- Oversee individual, fiduciary, and gift tax compliance and planning.
- Handle International Tax Planning and Compliance for individuals (preferred).
- Supervise and mentor managers and senior staff.
- Ensure timely completion of client deliverables.
- Assume responsibility for larger and more complex client assignments.
- Engage in business development activities.
- Conduct tax research and apply flow-through entity taxation rules.
Requirements
- CPA certification.
- Minimum 10 years of related experience; advanced degree preferred.
- Leadership skills to manage and mentor teams.
- Exceptional verbal and written communication skills.
- Working knowledge of tax preparation and tax planning software, 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 and 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 $130,000 and $170,000, with additional discretionary year-end bonuses.
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.
Diversity and Inclusion
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. Our human capital is our most valuable asset, contributing to our culture, reputation, and achievements.