Tax Manager

Job Description High Net Worth Tax Manager

• n Location: Cincinnati, OH
• n Schedule: Hybrid (3 Days In-Office / 2 Days Remote)
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• n A Top 10 Wealth Management Firm is seeking a High-Net-Worth Tax Manager to join its growing tax team. This role focuses on reviewing and signing tax returns for high-net-worth (HNW) and ultra-high-net-worth (UHNW) individuals and families nationwide.
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• n This is an excellent opportunity for an experienced tax professional who enjoys working with sophisticated individual, trust, and closely held business clients while maintaining a healthier work-life balance than traditional public accounting environments.
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• n What You'll Be Doing
• n \n Review and sign complex individual, trust, and fiduciary tax returns
• n Advise high-net-worth and ultra-high-net-worth clients on tax matters
• n Review Forms 1040 and 1041 and provide guidance to staff and seniors
• n Work with partnerships, S corporations, trusts, estates, and other pass-through entities
• n Collaborate with clients and internal teams to deliver a high level of service
• n Mentor and develop junior tax professionals
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• n Qualifications
• n \n 5-7+ years of public accounting tax experience
• n Strong experience with Forms 1040 and 1041
• n Experience reviewing tax returns
• n Sign-off authority preferred for manager-level candidates
• n Experience with partnerships, S corporations, trusts, estates, and closely held businesses is a plus
• n CPA preferred
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• n Compensation
• n \n Review and sign-off experience required
• n Base salary: $130,000 - $160,000
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• n Why Consider This Opportunity?
• n If you're looking for the technical complexity of public accounting without the demands of a traditional firm environment, this opportunity offers the best of both worlds.
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• n \n No billable hour requirements
• n Busy season typically averages 45-50 hours per week
• n Busy season is approximately one month shorter than most public accounting firms
• n Generally, 40-hour work weeks outside of busy season
• n Strong emphasis on work-life balance and employee well-being
• n Opportunity to work with sophisticated HNW and UHNW clients
• n Growing organization with strong long-term career growth potential
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• n If you're interested in learning more about this opportunity, please apply or reach out directly for a confidential conversation.
• n Brewer Morris