Tax Senior Manager (Personal Tax Advisory Group)

Job Description

Job Description

About Meaden & Moore:

Meaden & Moore is a leading accounting, tax, advisory, and business consulting firm serving middle-market businesses, insurance carriers, law firms, and other organizations across the United States. The firm provides a broad range of services including forensic accounting, litigation support, risk advisory, tax, assurance, and business consulting solutions.

Having recently partnered with Unity Partners, Meaden & Moore is entering an exciting new phase of growth. The company is executing a strategy focused on organic expansion, operational excellence, and strategic acquisitions, creating significant opportunities for team members to help shape the future of a rapidly growing firm. As the business continues to grow, Meaden & Moore is investing in talent, technology, and infrastructure to support its next chapter.

About Unity Partners:

Unity Partners is a private equity firm based in Dallas, Texas that invests in founder- and family-owned business services companies across North America. The firm partners with management teams to accelerate growth through operational improvements, technology enablement, talent development, and strategic M&A.

Unlike traditional financial investors, Unity takes a collaborative approach to value creation, working closely alongside management teams to build market-leading platforms. The firm focuses on long-term partnership, operational excellence, and creating sustainable growth for employees, customers, and shareholders.

Opportunity:

We are currently seeking a Tax Senior Manager for our Personal Tax Advisory Group in one of our Northeast, Ohio offices: Cleveland or Akron.

The Tax Senior Manager is a personal tax specialist and advisor who is responsible for managing client relationships and tax engagements for high net worth individuals and business owners. The Tax Senior Manager will be highly experienced in individual, fiduciary, and gift tax compliance and planning. Experience in the area of International Tax Planning and Compliance for individuals is highly desired. The individual will be highly motivated and organized, and able to manage multiple client engagements at one time.

The Tax Senior Manager is responsible for most facets of client engagements, which includes managing engagements and client relationships, taking responsibility to assure timely completion of client deliverables and supervising managers and senior staff.  The Tax Senior Manager assumes increased responsibility to handle larger and more complex client assignments in the Individual Tax specialty area.

Qualifications:

To be considered for this Position, Candidates must:

• Have CPA.
• Have minimum 10 years’ related experience; advanced degree preferred.
• Possess leadership skills to manage and mentor teams.
• Provide timely client service and be responsive to client expectations.
• Possess a working knowledge of flow-through entity taxation rules.
• Be experienced in tax research.
• Be engaged in business development activities.
• Possess exceptional verbal and written communication skills.
• Have working knowledge of tax preparation and tax planning software as well as Microsoft Office programs (Excel, Word, Outlook and PowerPoint) and basic knowledge of operating systems.
• Experience in International Tax Planning and Compliance for individuals is preferred.

Benefits, Perks, Culture, and Our Commitment to Diversity and Inclusion:

Our Commitment to Diversity and Inclusion:

Our human capital is the most valuable asset we have. The collective sum of the individual differences, life experiences, knowledge, inventiveness, innovation, self-expression, unique capabilities and talent that our employees invest in their work represents a significant part of not only our culture, but our reputation and company’s achievements as well.

We embrace and encourage our employees’ differences in age, color, disability, ethnicity, family or marital status, gender identity or expression, language, national origin, physical and mental ability, political affiliation, race, religion, sexual orientation, socio-economic status, veteran status, and other characteristics that make our employees unique.

Compensation and Benefits:

Determining actual compensation relies on many factors including individual candidate experience, qualifications, and comparable benchmarks. Base compensation for this role typically ranges between $130,000 and $170,000. Additionally, we offer discretionary year-end bonuses to supplement your compensation package.

In addition to compensation and bonus opportunities, we offer a comprehensive benefits package designed to support our employees professionally and personally. Our offerings include:

Benefits & Offerings:

• Medical, dental, and vision coverage

• Generous PTO and paid holidays

• 401(k) matching and profit sharing

• Professional development support

• Professional certification support and reimbursement

• Employee referral and new business bonus opportunities

• Wellness and employee assistance resources

• Long-term career growth and advancement opportunities

• Parental bonding time and compensation continuance

• Flexible and hybrid work opportunities, where applicable

Culture & Perks:

• Team outings, firm events, and holiday celebrations

• Busy season appreciation and stress-relief programs

• Wellness initiatives and incentives

• Technology, retailer, and event discounts

• Employee Resource Groups

• Strong commitment to community involvement, volunteerism, and charitable giving

Learn More About Life at Meaden & Moore: 

• Why Us

• Community Involvement 

• Our Culture & Employee Experience