Job Type
Full-Time Regular
Location
Beachwood OH
Tax Manager or Tax Senior sought by focused and growing full-service CPA firm based on the east side of Cleveland. Opportunity involves hands-on servicing of client relationships. Client acquiring two firms this year, one with sales of $1M and one with sales of $375K. The role involves tax returns, tax planning, payroll and sales tax reports, pass through entities, and especially close client relationship services. Clients typically private business owners in northern Ohio seeking consultative services in tax and financial planning.

Significant advantages for Tax Manager candidate:
> Latitude to build client relationships and take over a book of business
> Utilize CPA tax experience to help manage a local practice
> Take advantage of smaller boutique firm culture for better work/life balance, and
> Earn a competitive compensation and benefits package.

The Role of the Tax Manager / Tax Senior:
  • 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 work life balance and hands-on client relationships
  • Exposure to GL accounting and financial statement reporting
  • Experience with corporate, partnership, and individual returns at the federal, state and local level
  • 5 plus years of public accounting tax experience, and
  • CPA
To answer questions, schedule a call at https://calendly.com/toussantsearchgroup

For confidential consideration, submit resume to Dan@DanTousant.com.