Tax Manager

We are a large wealth management firm with offices nationwide, currently hiring on our Private Client team.Our firm delivers long- and short-term investment planning solutions and advice to help clients achieve their goals and plan strategically for retirement. This would be a Tax Manager role for high-net-worth individuals (HNWI), families, and business owners looking to managing complex wealth, preserving assets, and facilitating generational wealth transfer.We are considered a great place to work and was once again given the prestigious Circle of Excellence award by the National Business Research Institute for employee and client satisfaction in 2021, placing it among the best-loved brands in America. The Tax Manager is responsible for tax services provided to clients such as federal, state and local income tax preparation, tax projections and analysis, and notice resolution. This position will involve client-facing activities, providing comprehensive tax services to existing clients, and assisting our advisors and financial planning team with strategic tax planning. This is a full-time, Exempt role based out of Cincinnati, OH. This position is a hybrid role if you are located near one of our offices. Apply technical knowledge to prepare and review income, estate/trust and gift tax returns and provide staff with feedback Review situations and transactions to determine federal, state and local filing requirements Analyze and respond to IRS, state, and local tax agency notices Participate in internal strategy discussions with clients and collaborate with their financial advisors Identify and resolve client tax related questions and issues Exhibit strong communication skills (verbal; written; presentation) with clients, advisors, tax authorities, firm staff, and management Performs other duties as assigned BS/BA Degree, accounting preferred Valid CPA license 6+ years individual, trust and gift tax return preparation and review experience Proficiency in income tax planning and compliance Multi-state tax preparation/filing experience preferred Form 1041 Trust & Estate and Form 709 Gift return experience Strong Excel and other software skills Intuit Lacerte tax software experience preferred Excellent oral and written communication skills and attention to detail Strong interpersonal and client service skills Ability to handle multiple priorities, clients and tight deadlinesBenefits10 Paid holidays per year3+ weeks of PTO30 hours of sick time per year401k with employer match Medical, Dental, Vision, Long Term Disability, Short Term Disability, Accident Insurance, Hospital Insurance