About this opportunity
Taylor White lists this Tax Manager opportunity in town of florida, New York. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Tax Manager | Competitive Compensation, Above Market| Rare Seat on a High-Impact Team! Location: Greater Cincinnati Area | Local Candidates Only!
We are seeking a driven and intellectually curious tax professional to step into a highly visible Tax Manager role with a sophisticated private investment organization. The company operates a diverse portfolio spanning public and private investments, operating businesses, and strategic investments across multiple industries and geographies. With a lean, highly collaborative team, this role offers uncommon exposure to complex transactions, tax planning initiatives, and investment-related activities. The organization values precision, intellectual curiosity, and continuous improvement, creating an environment where professionals can expand their expertise well beyond traditional tax compliance. This is an exceptional opportunity for someone looking to deepen their knowledge at the intersection of tax, investments, and business operations while working closely with experienced finance and advisory professionals.
Successful completion of background, drug, and reference checks required.
Responsibilities:
Lead the tax compliance function across a sophisticated, multi-entity structure and investment entities
Supervise the preparation and review of individual, trust, partnership, and entity income tax returns
Coordinate deliverables, timelines, and information flow with third-party CPA firms and external advisors
Prepare and maintain recurring income tax projections and estimated payment calculations
Advise on income tax planning strategies tied to investment activity and significant liquidity events
Analyze the tax implications of new investments, restructurings, and complex transactions
Serve as a client-facing resource, educating stakeholders on tax outcomes in clear, practical terms
Track and interpret pass-through reporting from a broad mix of public and private investment holdings
Maintain organized tax records, workpapers, and a disciplined filing and compliance calendar
Monitor legislative and regulatory developments and assess their impact on planning and compliance
Continuously improve tax workflows, documentation, and reporting tools by leveraging technology
Requirements:
Bachelor's degree in Accounting or Finance required
CPA designation or active progress toward licensure preferred
3+ years of tax experience required
Background with a national or top-tier public accounting firm required
Exceptional attention to detail and a genuine commitment to accuracy and integrity
Strong analytical, problem-solving, and organizational skills across competing priorities
Demonstrated curiosity around technology, systems, and process improvement
Self-starter who takes ownership of work and follows through without prompting
Strong communicator able to translate complex financial information into clear insights
Collaborative, adaptable, and service-oriented approach
High degree of professionalism, discretion, and confidentiality
Why You'll Love Working Here:
Fantastic culture with real work-life balance and predictable hours
Rare exposure to an institutional-quality investment program and confidential, complex transactions
Generous benefits package!
Flexibility for candidates with family commitments, including hybrid arrangements
Room to expand into broader advisory responsibility for the right person
INDLP JOB#23125
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Who can apply
Review the original listing for work authorization, qualifications and employer requirements.