Tax Manager

Title: Tax Manager

Office Location(s): Dayton, OH or Cincinnati, OH

(Hybrid Schedule)

While professional experience and qualifications are key for this role, make sure to check you have the preferable soft skills before applying if required.

About the Company

Our client is a long-established, independent CPA and advisory firm that's built its reputation on straightforward advice and lasting client relationships. The firm serves privately held businesses, family-owned companies, and high net worth individuals, and many of those clients have been with the firm for generations. They're adding a Tax Manager to a busy tax practice where proactive planning matters as much as compliance.

About the Role

In this role, you'll own a portfolio of individual and business clients, review complex returns, lead planning work, and mentor the next group of tax professionals. Partners here invest heavily in their people, and there's a real path to Senior Manager, Director, and Partner for someone who wants to build a long-term career with the firm. The role offers a hybrid schedule.

Responsibilities

• Manage tax compliance and advisory engagements for individuals, partnerships, S corporations, and C corporations
• Review complex returns for accuracy, quality, and compliance before they go out the door
• Build and carry out proactive tax planning strategies for business owners and their families
• Serve as the primary point of contact and trusted advisor for a book of closely held business and high net worth clients
• Research complex tax issues and present clear recommendations to clients and firm leadership
• Support trust, estate, and succession planning work for clients thinking about the next generation
• Manage engagement workflow, staffing, budgets, and deadlines
• Mentor, train, and develop staff and senior accountants
• Handle IRS and state notices, examinations, and dispute resolution
• Spot opportunities to expand client relationships and bring in additional advisory work

Qualifications

• 5+ years of public accounting tax experience
• Active CPA license
• Bachelor's degree in Accounting or a related field

Required Skills

• Strong technical knowledge of individual, partnership, S corporation, and C corporation taxation
• Experience reviewing returns and managing client engagements from start to finish
• Solid tax research and analytical skills
• A track record of supervising and mentoring staff
• Clear, confident communication with clients and colleagues
• The ability to keep multiple engagements and deadlines on track

Preferred Skills

• Work with closely held and family-owned businesses in industries like manufacturing and distribution, real estate, healthcare, restaurants and retail, or nonprofits
• Trust, estate, or gift tax experience
• Exposure to succession planning or ownership transition work

What Makes This Opportunity Stand Out

• A defined path to Senior Manager, Director, and Partner, with leadership that promotes from within
• A partner mentoring program and 360 degree feedback, so you know where you stand and what's next
• Meaningful client relationships and real advisory work, not just compliance
• Generous paid time off starting in year one, plus profit sharing, a 401(k), and comprehensive medical and dental
• Employer paid life and long term disability insurance, with professional dues and CPE covered
• Leadership that genuinely supports work life balance and a close, collaborative team
• Access to the resources of a national accounting alliance while keeping the feel of an independent firm

This is a great fit for a CPA who wants to lead client relationships, develop a team, and build a long-term career at a firm that invests in its future partners. For immediate consideration, please contact Gage Plueger or Gatlin Johnson directly.

About The Agency Recruiting

The Agency Recruiting is a specialized search firm that connects high-performing talent with growth-focused organizations across a diverse range of industries nationwide. Through strategic and confidential recruiting partnerships, we help companies secure the leadership and professional talent that drives long-term success.

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Equal Employment Opportunity Statement

The Agency Recruiting follows Equal Employment Opportunity (EEO) guidelines and considers all qualified applicants without regard to race, color, religion, sex, national origin, age, disability, veteran status, or any other protected characteristic under applicable law.