Job Type
Full-Time Regular
Beachwood OH
Senior Tax Manager sought by growing boutique CPA firm focused on superior quality client relationships and HNW services; based on the east side of Cleveland. This opportunity involves assuming a book of business for an exiting partner. Client acquiring two firms this year, one with sales of $1M and one with sales of $375K. The role involves hands-on estate income planning, tax planning, a considerable amount of pass through work, payroll and sales tax reports, and much face-to-face and virtual client facing consultative service. The book of business includes physicians and other private business owners.

Significant advantages for Senior Tax Manager candidate:
> Assumes a client book of business from exiting partner,
> Utilizes both tax and advisory experience to manage a local practice
> Take advantage of smaller boutique firm culture for better work/life balance, and
> Earns a competitive compensation and benefits package.

The Role of the Senior Tax Manager:
  • Review complex tax returns including Individual, partnership, and trust
  • Assist clients with tax returns, tax planning, estate planning, and financial planning
  • Provide tax research and guidance on pass through and HNW clients
  • Mentor tax staff, and
  • Develop and maintain close client relationships
Background Profile
  • Passion for maintaining/building client relationships
  • Experienced CPA with an interest in managing own book of business
  • Exposure to GL accounting and financial statement reporting
  • Experience with corporate, partnership, and individual returns at the federal, state and local level
  • 8 plus years of public accounting tax experience, and
  • CPA
To answer questions, schedule a call at

For confidential consideration, submit resume to