Job Description

Tax Manager, CPA/EA

Tax Advisory | Estate & Trust Planning | Leadership Opportunity | Hybrid Flexibility

Compensation: $110,000–$145,000 Base + Performance Bonus + Career Advancement

Location: Medina, Ohio (Hybrid)

Our client, a highly respected and growing public accounting and advisory firm, is seeking an experienced Tax Manager to join its expanding tax practice in Medina.

This is far more than a tax compliance role.

It's an opportunity to become a trusted advisor to privately held businesses, entrepreneurs, family-owned companies, high-net-worth individuals, trusts, and estates while helping lead engagements, mentor future leaders, and contribute to the continued growth of one of Northeast Ohio's most respected CPA firms.

For more than 35 years, the firm has been committed to investing in its people, creating a culture where professionals have the opportunity to accelerate their careers while maintaining a healthy work-life balance and strong sense of community.

If you're looking for a leadership opportunity that combines technical excellence, client advisory work, business development, and long-term career growth, we'd welcome a confidential conversation.

Why This Opportunity Stands Out

• $110,000–$145,000 base salary
• Performance-based bonus opportunity
• Hybrid work schedule
• CPA reimbursement program
• Leadership role with significant client interaction
• Strong mentorship and career development programs
• Direct access to firm leadership
• Diverse client portfolio and industries
• Estate, trust, gift, and succession planning exposure
• Clear path toward Senior Manager, Director, and future firm leadership opportunities
• Collaborative, close-knit culture

Exceptional candidates with advanced SALT expertise, trust and estate planning experience, niche industry specialization, or business development capabilities may be considered above the posted compensation range.

About the Firm

Our client has built a strong reputation throughout Northeast Ohio by helping businesses and individuals achieve financial success through proactive accounting, tax, and advisory services.

The firm serves a diverse client base including:

• Closely Held Businesses
• Family-Owned Companies
• Real Estate Owners & Investors
• Manufacturing & Distribution Companies
• Construction Businesses
• Professional Service Firms
• High-Net-Worth Individuals
• Estates, Trusts, and Family Wealth Groups

Their professionals are encouraged to move beyond compliance work and become strategic advisors who help clients make smarter financial and business decisions.

The Opportunity

As a Tax Manager, you'll oversee sophisticated tax engagements while partnering directly with business owners, executives, investors, and families on tax planning and advisory initiatives.

You'll gain significant exposure to:

• Tax Planning & Consulting
• Business Taxation
• Partnership & S-Corporation Taxation
• Estate, Gift & Trust Taxation
• State & Local Tax (SALT)
• Succession Planning
• Multi-State Tax Compliance
• Leadership & Team Development
• Client Relationship Management

Key Responsibilities

Tax Planning & Advisory

• Lead complex tax planning and compliance engagements
• Review individual, corporate, partnership, fiduciary, and trust tax returns
• Develop proactive strategies designed to minimize tax liabilities and maximize opportunities
• Identify tax-saving opportunities for business owners and individuals
• Research and resolve sophisticated federal, state, and local tax matters

Client Leadership

• Serve as the primary advisor for assigned client relationships
• Meet with business owners and executives to discuss planning opportunities
• Coordinate with attorneys, bankers, financial advisors, and other professional partners
• Develop long-term trusted advisor relationships
• Identify opportunities to expand services and deepen client relationships

Leadership & Team Development

• Supervise Associates and Senior Associates
• Review workpapers, tax returns, and planning projects
• Mentor and develop future leaders within the firm
• Provide performance feedback and coaching
• Assist with recruiting, onboarding, training, and retention efforts

Technical Excellence

• Conduct advanced tax research and communicate recommendations clearly
• Support estate, trust, and wealth transfer planning initiatives
• Advise clients regarding SALT and multi-state tax issues
• Stay current on evolving tax laws and regulations
• Serve as a technical resource for both clients and internal team members

Qualifications

Required

• Bachelor's Degree in Accounting, Finance, or related field
• Active CPA or EA designation
• 5–10 years of public accounting experience
• Experience reviewing business and individual tax returns
• Strong tax planning and research capabilities
• Excellent client communication and relationship-building skills
• Leadership and supervisory experience
• Strong analytical and organizational abilities

Who Thrives Here?

The ideal candidate:

• Enjoys becoming a trusted advisor to clients
• Thinks strategically beyond tax compliance
• Likes mentoring and developing others
• Builds strong, long-term client relationships
• Wants meaningful influence and leadership opportunities
• Appreciates a collaborative culture
• Seeks a long-term growth path within public accounting

Benefits

• Performance-based bonus opportunity
• Hybrid work schedule
• CPA reimbursement program
• 401(k) with company contribution
• Paid holidays
• Paid time off
• Continuing education support
• Leadership development programs
• Mentorship opportunities
• Professional denim dress code
• Strong work-life balance culture
• Long-term advancement opportunities

What Makes This Firm Different?

Many firms talk about investing in their people. This firm has spent more than three decades proving it.

Professionals receive direct exposure to leadership, meaningful client relationships, structured mentorship, and opportunities to accelerate their careers while working in a culture that values collaboration, personal development, and long-term success.

Rather than being viewed solely as producers, team members are empowered to become advisors, leaders, and future drivers of the firm's continued growth.

About Our Client

Our client is a well-established public accounting and advisory firm serving businesses, entrepreneurs, families, and organizations throughout Northeast Ohio. Through a combination of technical excellence, proactive client service, and a genuine commitment to employee development, the firm continues to grow while maintaining the close-knit culture that has defined its success for more than 35 years.

If you're a Tax Manager seeking sophisticated client work, leadership opportunities, strong career growth, and a firm that genuinely invests in its people, we'd love to speak with you confidentially.