Job Description
Tax Manager
Setting/Hours: 100% In-Office | 8-5
Join trak group in partnering with a growing client in Middletown, Ohio thats expanding its Shared Services team.
Website Summary
Trak group is partnering with a growing tax, accounting, and payroll firm seeking an experienced Tax Manager to lead an established practice and drive continued growth. This highly visible leadership opportunity combines technical tax expertise, client advisory, team development, and practice management, with direct access to ownership and meaningful influence over the firm's future.
The ideal candidate is an active CPA with strong public accounting experience, expertise in complex individual and business taxation, and a proven ability to lead teams and build lasting client relationships. This role offers the opportunity to expand proactive tax planning services, improve practice performance, and collaborate with financial planning professionals. Candidates with demonstrated practice leadership experience may be considered for a President-level appointment.
Responsibilities
Tax Advisory & Client Relationships
Serve as a senior tax advisor to individuals, families, and small-business owners.
Provide proactive tax planning and strategic guidance for clients with complex financial situations.
Advise clients with multiple income sources, investments, and business interests.
Develop and maintain strong, long-term client relationships.
Collaborate with financial planning professionals to align tax strategies with broader financial and retirement goals.
Communicate complex tax matters clearly and provide practical recommendations.
Technical Tax & Accounting Oversight
Oversee tax preparation, accounting engagements, and overall technical quality.
Prepare and review complex individual, partnership, S corporation, and business tax returns.
Resolve complex tax questions and ensure compliance with applicable regulations.
Establish standards for accuracy, quality, and timely completion of client engagements.
Monitor engagement deadlines, workloads, and deliverables.
Identify opportunities to strengthen tax planning and advisory services.
Team Leadership & Development
Lead, mentor, and develop an established team of tax and accounting professionals.
Establish priorities, delegate assignments, and manage workloads.
Hold team members accountable for quality, deadlines, and client service.
Provide coaching, technical guidance, and constructive performance feedback.
Evaluate staffing needs and support professional development.
Foster a collaborative, accountable, and high-performing team environment.
Practice Management & Growth
Partner directly with ownership to guide practice strategy and performance.
Oversee client retention, service quality, profitability, and sustainable growth.
Evaluate pricing, staffing capacity, workflows, and service offerings.
Support business development and convert qualified prospects into long-term clients.
Expand proactive tax planning and advisory services for individuals and businesses.
Collaborate with operations leadership to improve efficiency and client communication.
Identify opportunities to strengthen processes, develop staff, and improve overall practice performance.
Active CPA license required.
5+ years of recent public accounting experience focused on tax.
2+ years of experience supervising staff and reviewing tax returns.
Direct responsibility for managing team workloads, deadlines, and client relationships.
Strong expertise in complex individual tax returns and proactive tax planning.
Experience with partnership, S corporation, and small-business tax preparation, planning, and compliance.
Ability to advise high-complexity individual clients with multiple income sources, investments, and business interests.
Experience advising small-business owners on tax strategies and compliance requirements.
Proven ability to lead, delegate, coach, and hold team members accountable.
Strong technical tax research, analytical, and problem-solving skills.
Excellent client-facing communication and relationship management skills.
Ability to make sound decisions independently and manage competing priorities.
Experience with QuickBooks, professional tax software, and accounting workflows.
7+ years of public accounting tax experience.
Previous experience leading a tax or accounting practice.
Experience managing staffing, pricing, profitability, client retention, and business growth.
Background expanding tax advisory or proactive planning services.
Experience collaborating with financial advisors or retirement planning professionals.
Demonstrated success developing and retaining high-performing accounting teams.
Strong business development and client relationship management experience.
Experience improving practice workflows, capacity planning, and operational efficiency.
Interest in long-term practice leadership and potential ownership opportunities.
Base Salary: $120, 000$145, 000, depending on experience and leadership background.
Annual performance bonus opportunity.
SIMPLE IRA retirement plan with employer match.
Health care reimbursement plan.
Paid time off.
Firm-paid continuing education and CPA professional development.
Seasonal scheduling flexibility, including potential remote work and a four-day summer schedule.
Potential performance-based profit-sharing arrangement.
Potential long-term ownership opportunity based on sustained performance and agreed terms.
Direct access to ownership and significant influence over practice strategy and growth.
Primary Location: Middletown, Ohio.
Secondary Location: Loveland, Ohio, approximately 20% of working time.
Schedule: Seasonal flexibility based on client needs, team coverage, and performance expectations.
Established practice with opportunities for continued growth.
Direct partnership with ownership and operations leadership.
High level of autonomy and influence over practice decisions.
Opportunity to expand proactive tax planning and advisory services.
Potential consideration for a President-level leadership role for candidates with proven practice management experience.
Long-term profit-sharing and potential ownership opportunities.
If you're ready to take the next step in your career and want to make an impact, partner with trak group to explore this opportunity.
Numbers & Facts
| Location | Middletown, OH |
| Industry | Staffing/Employment Agencies |
| Company Size | 500 to 999 employees |
| Year Founded | 1972 |
| Website | http://www.trakcincy.com/ |
About Company
trak group, established in 1972, is proud of its impeccable reputation as a professional recruiting and staffing firm. trak has demonstrated an unmatched level of expertise and success in the industry, and takes great pride in its A+ rating from the Better Business Bureau.
trak has been awarded “Best Places to Work” by the Business Courier three consecutive years; following the third and final nomination, trak was respectfully awarded with “The Best of the Best”. We continue to hold the Consumers’ Choice Award for Business Excellence and the “SPECTRUM Award” for Service Excellence from City Beat News indicating a 5-star customer service rating. Six of our employees have been inducted into the prestigious “International Hall of Fame” and four carry national certifications lending to their dedication and passion for our industry.
Specializing in direct hire, alternative hire and contract opportunities, trak is currently partnering with over 300 client companies in the Greater Cincinnati and Northern Kentucky Area. Because we are proud of our process, we take time to source, screen and evaluate each candidate. Our placement fields include office support, customer service, accounting and finance, operations, management, human resources, sales and marketing, engineering and supply chain management.
Skills
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