Dynamic Tax Leadership Opportunity: Join a Growing Financial Services Firm as a Tax Manager

Elevate your career by leading taxation strategies at a respected private financial services organization, serving high-net-worth families and sophisticated clients. As a Tax Manager, you'll be at the forefront of managing complex tax filings, leveraging your expertise to ensure compliance, optimize tax positions, and support a team of talented tax professionals. This is your chance to make a significant impact in a collaborative environment that values precision, innovation, and professional growth.

Location: Cleveland, OH - Hybrid

Salary: $130-160K

Required Skills

• Bachelor’s Degree in Accounting or related field
• CPA certification is mandatory
• 8-10 years of comprehensive tax experience, with a focus on individual and partnership tax
• Proven experience in preparing and reviewing federal, state, local, and international tax returns
• Proficiency with tax preparation and review software
• Strong knowledge of tax laws and regulations, including multi-jurisdictional specifics
• Excellent analytical, problem-solving, and communication skills
• Ability to train and develop staff and collaborate with cross-functional teams
  
  

Nice To Have Skills

• Experience working in a Big 4 or regional public accounting firm
• Familiarity with Go-Systems or similar tax software platforms
• Experience with trust and estate tax planning
• Knowledge of charitable planning and multi-generational tax strategies
  
  

Preferred Education And Experience

• Bachelor’s Degree in Accounting or Finance; CPA required
• 8-10 years of tax experience, including individual and partnership taxation
• Prior experience in a leadership role within a professional services environment
  
  

Other Requirements

• Ability to operate in a hybrid work environment, combining office and remote work
• Willingness to engage with audit defense and respond to tax authorities
• Participation in company tax process committees and training initiatives
• Continuous learning to stay current on tax law changes and software updates
  
  

Harness your expertise and leadership skills—apply now to become a pivotal part of a team that values excellence and fosters professional development. Take this opportunity to shape the future of tax strategy in a vibrant and supportive organization.

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