Tax Manager

Job Description

Tax Manager

About Symax, Ltd.

Symax, Ltd. is a private family office located in Solon, Ohio. Since 1995, our team has managed the tax, accounting, trust, investment, and financial affairs of a prominent multigenerational Cleveland family.

We are a small, experienced team that values discretion, accuracy, and long-term relationships. Several employees have been with the family for more than 20 years, and we are looking for a Tax Manager who wants to build a lasting career while continuing to perform complex and meaningful tax work.

Position Overview

The Tax Manager will be responsible for the family office’s income-tax compliance and planning. This position will manage the preparation of several hundred returns involving high-net-worth individuals, trusts, partnerships, LLCs, S corporations, and related family entities.

You’ll prepare returns, calculate estimated payments and projections, identify planning opportunities, respond to tax notices, and work closely with the Head of the Family Office and Finance Manager.

This is an ideal opportunity for a CPA who enjoys sophisticated tax work but wants a more balanced schedule without billable-hour requirements, client-development expectations, or collection responsibilities.

What You’ll Do

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• Prepare federal, state, and local tax returns for individuals, trusts, partnerships, LLCs, S corporations, and related family entities
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• Manage a tax calendar covering several hundred annual returns
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• Calculate quarterly estimated tax payments and extension liabilities
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• Prepare annual tax projections and evaluate planning opportunities
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• Analyze investments, transactions, and business activities for tax implications
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• Maintain organized tax files, workpapers, and supporting documentation
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• Respond to tax notices, audits, inquiries, and correspondence from taxing authorities
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• Monitor tax-law developments and evaluate their impact on the family
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• Coordinate with outside tax advisors, legal counsel, and investment professionals
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• Collaborate with the Head of the Family Office, Finance Manager, and accounting team
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• Support limited multistate and private-foundation tax matters
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• Ensure all tax work is completed accurately, confidentially, and on time
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Required Qualifications

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• Active Certified Public Accountant (CPA) license
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• Bachelor’s degree in Accounting, Finance, or a related field
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• 4+ years of progressive tax experience in public accounting, a family office, private wealth, or a high-net-worth individual tax practice
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• Hands-on experience preparing complex tax returns including:
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• Individuals
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• Trusts
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• Partnerships and LLCs
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• S corporations
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• Experience calculating estimated payments, extensions, and tax projections
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• Ability to research tax issues and interpret relevant tax law
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• Strong analytical, organizational, and communication skills
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• Ability to independently manage multiple priorities and deadlines
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• High level of accuracy, integrity, and discretion
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Preferred Qualifications

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• Previous family-office, private-wealth, estate, gift, or private-client tax experience
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• Experience with Intuit ProSeries or comparable professional tax-preparation software
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• Experience with tax planning for high-net-worth individuals and family entities
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• Exposure to multistate taxation
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• Private-foundation tax experience
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• Experience responding to tax notices, audits, or examinations
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What We’re Looking For

Technical tax knowledge matters, but we’re equally focused on judgment, professionalism, confidentiality, and long-term fit.

Successful team members are:

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• Dependable and accountable
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• Highly organized and detail-oriented
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• Comfortable taking ownership of their work
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• Collaborative and clear communicators
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• Discreet and respectful of confidentiality
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• Interested in building a stable, long-term career
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Work Arrangement

This is a hybrid position with three days per week in the office and two days remote. Work hours are flexible within a traditional business-day schedule. The current office is in Solon, Ohio, with a planned move to nearby Chagrin Falls in spring or early summer 2027.

Compensation & Benefits

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• $110,000–$135,000 base salary based on experience
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• Annual discretionary performance bonus, typically 5%–7%
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• Paid Time Off
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• Paid holidays
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• SIMPLE IRA with an automatic 2% employer contribution
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• Medical, dental, and vision coverage
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• Flexible Spending Account
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• Employer-paid CPA continuing education completed during work hours
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Why Join Symax?

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• Complex tax work without billable-hour requirements
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• A sustainable schedule with very limited evening or weekend work
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• Direct access to experienced family-office leadership
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• Long-term stability with a team known for employee tenure
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• Hybrid flexibility and flexible daily hours
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• A collaborative work environment built around discretion, accuracy, and trust
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If you’re looking for a long-term opportunity where you can continue performing complex tax work while gaining better balance, stability, and direct impact, we’d love to speak with you.

Additional Job Application Terms

This job is part of LinkedIn’s Full-Service Hiring beta program. Eligibility is limited to candidates located in and performing services in the United States, excluding those based in Alaska, Hawaii, Nevada, South Carolina, or West Virginia. We’re committed to making our hiring process as smooth and timely as possible, and we understand that waiting to hear back can add to the anticipation. If you’re a potential fit, our team will reach out within two weeks to progress you to the next stage. If you don’t hear from us in that time, we encourage you to explore other opportunities with our team in the future, and we wish you the very best in your job search.