Tax Manager
Crete Professionals Alliance, Cincinnati, OH, United States
Job Summary
The Tax Manager is responsible for managing tax compliance and planning engagements, overseeing client relationships, and leading engagement teams to ensure accurate, timely, and compliant tax services. This role provides technical leadership, supervises staff, manages engagement economics, and advises clients on complex tax matters.
Essential Functions
Manage and review federal, state, and local tax returns for individuals and business entities
Lead tax planning, consulting, and advisory engagements for clients
Supervise, coach, and evaluate tax engagement teams
Serve as primary point of contact for assigned client relationships
Manage engagement budgets, timelines, and resource allocation
Support business development efforts and contribute to firm growth initiatives
Required Qualifications
Bachelor’s degree in Accounting, Taxation, or related field
Active CPA license
Strong knowledge of federal, state, and local tax regulations
Demonstrated experience managing tax engagements and client relationships
Proficiency in tax preparation software and Microsoft Office applications
Preferred Qualifications
Experience with complex or multi-entity tax structures
Prior experience managing tax planning or advisory engagements
Physical & Cognitive Demands
Prolonged periods of sitting and computer use
Ability to lift up to 25 pounds occasionallyAbility to analyze complex tax issues, exercise professional judgment, and manage competing priorities
Work Environment Including Travel
Office, client site, or hybrid work environment
Limited travel as needed for client meetings
Moderate noise level typical of a professional office environment
Disclosure Statement
We are an Equal Opportunity Employer and do not discriminate based on race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other protected status. This job description is not intended to be an exhaustive list of duties and may be modified at any time.
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The Tax Manager is responsible for managing tax compliance and planning engagements, overseeing client relationships, and leading engagement teams to ensure accurate, timely, and compliant tax services. This role provides technical leadership, supervises staff, manages engagement economics, and advises clients on complex tax matters.
Essential Functions
Manage and review federal, state, and local tax returns for individuals and business entities
Lead tax planning, consulting, and advisory engagements for clients
Supervise, coach, and evaluate tax engagement teams
Serve as primary point of contact for assigned client relationships
Manage engagement budgets, timelines, and resource allocation
Support business development efforts and contribute to firm growth initiatives
Required Qualifications
Bachelor’s degree in Accounting, Taxation, or related field
Active CPA license
Strong knowledge of federal, state, and local tax regulations
Demonstrated experience managing tax engagements and client relationships
Proficiency in tax preparation software and Microsoft Office applications
Preferred Qualifications
Experience with complex or multi-entity tax structures
Prior experience managing tax planning or advisory engagements
Physical & Cognitive Demands
Prolonged periods of sitting and computer use
Ability to lift up to 25 pounds occasionallyAbility to analyze complex tax issues, exercise professional judgment, and manage competing priorities
Work Environment Including Travel
Office, client site, or hybrid work environment
Limited travel as needed for client meetings
Moderate noise level typical of a professional office environment
Disclosure Statement
We are an Equal Opportunity Employer and do not discriminate based on race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other protected status. This job description is not intended to be an exhaustive list of duties and may be modified at any time.
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