Tax Manager

Title: Tax ManagerOffice Location(s): Dayton, OH or Cincinnati, OH(Hybrid Schedule)About the CompanyOur 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 RoleIn 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.ResponsibilitiesManage tax compliance and advisory engagements for individuals, partnerships, S corporations, and C corporationsReview complex returns for accuracy, quality, and compliance before they go out the doorBuild and carry out proactive tax planning strategies for business owners and their familiesServe as the primary point of contact and trusted advisor for a book of closely held business and high net worth clientsResearch complex tax issues and present clear recommendations to clients and firm leadershipSupport trust, estate, and succession planning work for clients thinking about the next generationManage engagement workflow, staffing, budgets, and deadlinesMentor, train, and develop staff and senior accountantsHandle IRS and state notices, examinations, and dispute resolutionSpot opportunities to expand client relationships and bring in additional advisory workQualifications5+ years of public accounting tax experienceActive CPA licenseBachelor's degree in Accounting or a related fieldRequired SkillsStrong technical knowledge of individual, partnership, S corporation, and C corporation taxationExperience reviewing returns and managing client engagements from start to finishSolid tax research and analytical skillsA track record of supervising and mentoring staffClear, confident communication with clients and colleaguesThe ability to keep multiple engagements and deadlines on trackPreferred SkillsWork with closely held and family-owned businesses in industries like manufacturing and distribution, real estate, healthcare, restaurants and retail, or nonprofitsTrust, estate, or gift tax experienceExposure to succession planning or ownership transition workWhat Makes This Opportunity Stand OutA defined path to Senior Manager, Director, and Partner, with leadership that promotes from withinA partner mentoring program and 360 degree feedback, so you know where you stand and what's nextMeaningful client relationships and real advisory work, not just complianceGenerous paid time off starting in year one, plus profit sharing, a 401(k), and comprehensive medical and dentalEmployer paid life and long term disability insurance, with professional dues and CPE coveredLeadership that genuinely supports work life balance and a close, collaborative teamAccess to the resources of a national accounting alliance while keeping the feel of an independent firmThis 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 RecruitingThe 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. Any postings appearing on ancillary job boards or third-party sites are not verified by The Agency Recruiting.Equal Employment Opportunity StatementThe 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.