Tax Manager, CPA
$120k - $165kWertz & Associates
Job Description Job Description Tax Manager, CPA High-Net-Worth Tax | Client Advisory | Leadership Development | Hybrid Flexibility Compensation: $120,000–$165,000 Base + Performance Bonus
Locations: Cleveland, Sheffield Village, or Sandusky, Ohio
Our client, a highly respected and growth-focused public accounting and advisory firm, is seeking an experienced Tax Manager, CPA to join its expanding tax practice.
This is more than a traditional tax management role.
It's an opportunity to become a trusted advisor to high-net-worth individuals, privately held businesses, family-owned companies, and business owners while helping lead a talented team, mentor future leaders, and contribute to the continued growth of a thriving advisory practice.
The firm is known for its client-first culture, deep technical expertise, and commitment to developing professionals who want to build meaningful careers. If you're looking for a role that blends sophisticated tax planning, client relationships, leadership, and long-term growth opportunities, we'd welcome a confidential conversation.
Why This Opportunity Stands Out $120,000–$165,000 base salary
Performance-based bonus program
Hybrid work flexibility
High-net-worth and private client services exposure
Diverse and sophisticated tax planning engagements
Meaningful client-facing responsibilities
Leadership and mentorship opportunities
Direct access to firm leadership
Strong advancement potential
Collaborative, people-focused culture
Exceptional candidates with significant high-net-worth client experience, advanced technical expertise, business-development success, or management experience may be considered above the posted compensation range.
The Opportunity As a Tax Manager, you'll serve as both a technical expert and strategic advisor while helping lead client engagements and develop the firm's next generation of professionals.
You'll work directly with entrepreneurs, executives, investors, family-owned businesses, and high-net-worth individuals, helping them navigate complex tax matters, identify planning opportunities, and achieve long-term financial goals.
This role offers a unique combination of:
Tax Planning & Advisory
High-Net-Worth Client Services
Client Relationship Management
Team Leadership & Mentorship
Practice Growth
Business Development
Key Responsibilities Strategic Tax Planning & Advisory Lead complex tax planning and compliance engagements for individuals, partnerships, corporations, trusts, and closely held businesses
Review tax returns and related work prepared by staff and senior professionals
Develop proactive strategies designed to minimize tax liabilities and maximize client outcomes
Research and interpret emerging tax legislation and communicate planning opportunities
Assist clients with succession planning, wealth preservation, and long-term business strategies
Client Relationship Management Serve as a trusted advisor to key client relationships
Meet regularly with clients to understand evolving needs and objectives
Deliver exceptional client service through responsiveness, expertise, and strategic guidance
Identify opportunities to expand services and strengthen client relationships
Leadership & Team Development Mentor, train, and develop senior staff, staff accountants, and interns
Review work and provide constructive feedback
Assist with workflow management, quality control, and engagement profitability
Foster a collaborative culture focused on professional growth and client success
Practice Growth Participate in networking and business development activities
Represent the firm within the business and professional community
Develop referral relationships with attorneys, bankers, financial advisors, and other professionals
Identify opportunities for new business and expanded client services
Qualifications Bachelor's Degree in Accounting required
Active CPA license required
4–6+ years of public accounting tax experience
Experience serving high-net-worth individuals and privately held businesses preferred
Strong technical tax knowledge including individual, corporate, partnership, and fiduciary taxation
Experience reviewing returns and managing client engagements
Excellent communication and relationship-building skills
Strong leadership, organizational, and project-management abilities
Commitment to client service excellence and professional development
Who Thrives Here? The ideal candidate:
Thinks like an advisor rather than simply a tax preparer
Enjoys building trusted client relationships
Takes pride in producing high-quality technical work
Values mentorship and team development
Has an entrepreneurial mindset and growth orientation
Wants increased leadership responsibility and visibility
Seeks long-term career advancement within a respected firm
Benefits Competitive compensation package
Performance-based bonus program
Hybrid work flexibility
Comprehensive medical, dental, vision, disability, and life insurance
Generous paid time off
Paid parking
Busy-season meals
Summer hours program with flexible Fridays
Firm events, retreats, and social outings
Flexible scheduling
Fee participation program
Ongoing professional development opportunities
About Our Client Our client is a highly regarded public accounting and advisory firm recognized for delivering exceptional client service while fostering a culture built on collaboration, integrity, innovation, and professional excellence.
Serving privately held businesses, entrepreneurs, executives, family-owned companies, and high-net-worth individuals, the firm provides comprehensive tax, advisory, assurance, business consulting, and succession planning services designed to help clients achieve lasting success.
As the organization continues to grow, they are seeking professionals who want to deepen client relationships, develop future leaders, expand their advisory capabilities, and play a meaningful role in the firm's long-term success.
If you're a CPA looking for a leadership-focused Tax Manager opportunity with sophisticated client work, strong earning potential, and exceptional growth opportunities, we'd love to speak with you confidentially.
Vacancy posted 4 days ago
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