About this opportunity
The Agency lists this Tax Manager opportunity in city of dayton, Ohio. Review the employer’s description below for duties, qualifications and application requirements.
Job description
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.
All career opportunities listed on The Agency Recruiting’s official website and official LinkedIn page are verified and deemed credible. xzgxqkn Any postings appearing on ancillary job boards or third-party sites are not verified by The Agency Recruiting.
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.
Worksite address
city of dayton, OH, 45424, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.