Tax Manager

Tax ManagerAbout Symax, Ltd.Symax, Ltd. is a private family office located in Solon, Ohio. Since 1995, our team has managed the tax, accounting, trust, investment, and financial affairs of a prominent multigenerational Cleveland family.We are a small, experienced team that values discretion, accuracy, and long-term relationships. Several employees have been with the family for more than 20 years, and we are looking for a Tax Manager who wants to build a lasting career while continuing to perform complex and meaningful tax work.Position OverviewThe Tax Manager will be responsible for the family office’s income-tax compliance and planning. This position will manage the preparation of several hundred returns involving high-net-worth individuals, trusts, partnerships, LLCs, S corporations, and related family entities.You’ll prepare returns, calculate estimated payments and projections, identify planning opportunities, respond to tax notices, and work closely with the Head of the Family Office and Finance Manager.This is an ideal opportunity for a CPA who enjoys sophisticated tax work but wants a more balanced schedule without billable-hour requirements, client-development expectations, or collection responsibilities.What You’ll DoPrepare federal, state, and local tax returns for individuals, trusts, partnerships, LLCs, S corporations, and related family entitiesManage a tax calendar covering several hundred annual returnsCalculate quarterly estimated tax payments and extension liabilitiesPrepare annual tax projections and evaluate planning opportunitiesAnalyze investments, transactions, and business activities for tax implicationsMaintain organized tax files, workpapers, and supporting documentationRespond to tax notices, audits, inquiries, and correspondence from taxing authoritiesMonitor tax-law developments and evaluate their impact on the familyCoordinate with outside tax advisors, legal counsel, and investment professionalsCollaborate with the Head of the Family Office, Finance Manager, and accounting teamSupport limited multistate and private-foundation tax mattersEnsure all tax work is completed accurately, confidentially, and on timeRequired QualificationsActive Certified Public Accountant (CPA) licenseBachelor’s degree in Accounting, Finance, or a related field4+ years of progressive tax experience in public accounting, a family office, private wealth, or a high-net-worth individual tax practiceHands-on experience preparing complex tax returns including:IndividualsTrustsPartnerships and LLCsS corporationsExperience calculating estimated payments, extensions, and tax projectionsAbility to research tax issues and interpret relevant tax lawStrong analytical, organizational, and communication skillsAbility to independently manage multiple priorities and deadlinesHigh level of accuracy, integrity, and discretionPreferred QualificationsPrevious family-office, private-wealth, estate, gift, or private-client tax experienceExperience with Intuit ProSeries or comparable professional tax-preparation softwareExperience with tax planning for high-net-worth individuals and family entitiesExposure to multistate taxationPrivate-foundation tax experienceExperience responding to tax notices, audits, or examinationsWhat We’re Looking ForTechnical tax knowledge matters, but we’re equally focused on judgment, professionalism, confidentiality, and long-term fit.Successful team members are:Dependable and accountableHighly organized and detail-orientedComfortable taking ownership of their workCollaborative and clear communicatorsDiscreet and respectful of confidentialityInterested in building a stable, long-term careerWork ArrangementThis is a hybrid position with three days per week in the office and two days remote. Work hours are flexible within a traditional business-day schedule. The current office is in Solon, Ohio, with a planned move to nearby Chagrin Falls in spring or early summer 2027.Compensation & Benefits$110,000–$135,000 base salary based on experienceAnnual discretionary performance bonus, typically 5%–7%Paid Time OffPaid holidaysSIMPLE IRA with an automatic 2% employer contributionMedical, dental, and vision coverageFlexible Spending AccountEmployer-paid CPA continuing education completed during work hoursWhy Join Symax?Complex tax work without billable-hour requirementsA sustainable schedule with very limited evening or weekend workDirect access to experienced family-office leadershipLong-term stability with a team known for employee tenureHybrid flexibility and flexible daily hoursA collaborative work environment built around discretion, accuracy, and trustIf you’re looking for a long-term opportunity where you can continue performing complex tax work while gaining better balance, stability, and direct impact, we’d love to speak with you.Additional Job Application TermsThis job is part of LinkedIn’s Full-Service Hiring beta program. Eligibility is limited to candidates located in and performing services in the United States, excluding those based in Alaska, Hawaii, Nevada, South Carolina, or West Virginia. We’re committed to making our hiring process as smooth and timely as possible, and we understand that waiting to hear back can add to the anticipation. If you’re a potential fit, our team will reach out within two weeks to progress you to the next stage. If you don’t hear from us in that time, we encourage you to explore other opportunities with our team in the future, and we wish you the very best in your job search.