Tax Manager - Personal Tax Advisory Group

Job Description

Job Description

About Meaden & Moore:

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 company 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. As the business continues to grow, Meaden & Moore is investing in talent, technology, and infrastructure to support its next chapter.

About Unity Partners:

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.

Unlike traditional financial investors, Unity takes a collaborative approach to value creation, working closely alongside management teams to build market-leading platforms. The firm focuses on long-term partnership, operational excellence, and creating sustainable growth for employees, customers, and shareholders.

Opportunity:

We are currently seeking a Tax Manager for our Personal Tax Advisory Group in one of our Northeast, Ohio offices: Cleveland, Akron, or Wooster.

The Tax Manager in our PTAG group will specialize in personal and fiduciary tax and is responsible for all facets of client engagements, which includes supervising staff and directing the day-to-day progress of the engagement. The Tax Manager is preparing to assume increasing responsibility to handle a larger quantity and complexity of client assignments and begin developing client relationships.

Essential Duties and Responsibilities:

• Continues to develop and maintain a comprehensive knowledge of the tax law, regulations and expands knowledge of all types of complex tax issues. Research and analytical skills are a major component of this position.
  • Provides advice to other firm members and consults directly with clients regarding tax issues. 
• Applies appropriate accounting and tax theory during engagements to ensure data is accurate and reliable.
• Directs the overall progress of larger tax return projects and tax research, including planning, organization, delegation, and coordination of work to ensure timely completion of assignments. 
• Identifies problems or opportunities for improvement in clients’ systems, procedures, or business operations.
• Coordinates staff to provide services to resolve tax-related issues.
• Appropriately communicates with members of the engagement team so that needed information is shared and deadlines and modified deadlines are known. 
• Assists with, and as necessary, leads efforts at engagement planning such as:
  • Outlines major issues and problem areas.
  • Determines needs for additional information or facts. 
  • Supervises and reviews staff in the preparation of tax returns. 
  • Responsible for completing workpapers, checklists and research memos. 
  • Submits reviewed tax returns on a timely basis.
• Participates in the proposal process. Begins to train on administrative, practice management, and development matters. 
• Provides timely and consistent coaching and feedback to staff with their career development and advancement, as well as assists in the completion of performance evaluations in a timely manner.
• Further develops expertise in the rules of federal, state and local taxation as set forth by statutes, regulations, and governmental pronouncements. Understands Meaden & Moore’s technical standards by reading the Firm’s communications and attending all internal trainings and technical meetings.
• Complies with continuing professional education requirements.
• Actively participates in firm and community programs (social and/or educational).
• Seeks opportunities to expand professional network, identifying prospective referral sources and/or clients. This may involve active participation in a trade or professional association, preferably in a leadership capacity.

Qualifications:

• Accounting/Business (or related) degree preferred.
• CPA preferred, but not required.
• Exceptional verbal and written communication skills.
• Minimum 4 to 6 years’ related experience. 
• Working knowledge of Microsoft Office programs (Excel, Word, Outlook, and PowerPoint) as well as basic knowledge of operating systems.
• Demonstrated aptitude in the following:
  • Quantitative and qualitative research and analysis
  • Building relationships and leadership ability
  • Project management
  • Business development
• Must be self-motivated and willing to work in a team environment.

Benefits, Perks, Culture, and Our Commitment to Diversity and Inclusion:

Our Commitment to Diversity and Inclusion:

Our human capital is the most valuable asset we have. The collective sum of the individual differences, life experiences, knowledge, inventiveness, innovation, self-expression, unique capabilities and talent that our employees invest in their work represents a significant part of not only our culture, but our reputation and company’s achievements as well.

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.

Benefits/Compensation:

Determining actual compensation relies on many factors including individual candidate experience, qualifications, and comparable benchmarks. Base compensation for this role typically ranges between $100,000 and $130,000. Additionally, we offer a generous incentive program and various other bonus opportunities which reward exceptional performance.

In addition to compensation and bonus opportunities, we offer a comprehensive benefits package designed to support our employees professionally and personally. Our offerings include:

Benefits & Offerings:

• Medical, dental, and vision coverage

• Generous PTO and paid holidays

• 401(k) matching and profit sharing

• Professional development support

• Professional 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

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

Learn More About Life at Meaden & Moore:

• Why Us

• Community Involvement 

• Our Culture & Employee Experience