Tax Manager
brewer morrisDayton, OH
$130,000 - $160,000 per yearAPPLY NOW (opens in a new tab)
Tax Manager
brewer morrisDayton, OH
yesterday
$130,000 - $160,000 per year
APPLY NOW (opens in a new tab)About the role
High Net Worth Tax Manager
Location: Cincinnati, OH
Schedule:
Hybrid (3 Days In-Office / 2 Days Remote)A Top 10 Wealth Management Firm is seeking a High-Net-Worth Tax Manager to join its growing tax team. This role focuses on reviewing and signing tax returns for high-net-worth (HNW) and ultra-high-net-worth (UHNW) individuals and families nationwide. This is an excellent opportunity for an experienced tax professional who enjoys working with sophisticated individual, trust, and closely held business clients while maintaining a healthier work-life balance than traditional public accounting environments.
What You'll Be Doing:
- Review and sign complex individual, trust, and fiduciary tax returns
- Advise high-net-worth and ultra-high-net-worth clients on tax matters
- Review Forms 1040 and 1041 and provide guidance to staff and seniors
- Work with partnerships, S corporations, trusts, estates, and other pass-through entities
- Collaborate with clients and internal teams to deliver a high level of service
- Mentor and develop junior tax professionals
Qualifications:
- 5-7+ years of public accounting tax experience
- Strong experience with Forms 1040 and 1041 Experience reviewing tax returns
- Sign-off authority preferred for manager-level candidates
- Experience with partnerships, S corporations, trusts, estates, and closely held businesses is a plusCPA preferred
- CompensationReview and sign-off experience required
Base salary:
$130,000 - $160,000 Why Consider This Opportunity? If you're looking for the technical complexity of public accounting without the demands of a traditional firm environment, this opportunity offers the best of both worlds. No billable hour requirements Busy season typically averages 45-50 hours per week Busy season is approximately one month shorter than most public accounting firms Generally, 40-hour work weeks outside of busy season Strong emphasis on work-life balance and employee well-being Opportunity to work with sophisticated HNW and UHNW clients Growing organization with strong long-term career growth potential If you're interested in learning more about this opportunity, please apply or reach out directly for a confidential conversation.
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JOB OVERVIEW
Salary
$130,000 - $160,000 per year
Experience level
Senior
Location
Dayton, OH
Occupation
Accountants and Auditors
Industry
Tax Preparation Services
Posted
yesterday
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