Description
Tax Manager
Smaller, High-Quality CPA Firm – Washington Township / Greater Dayton, Ohio
$110,000 – $150,000+ (depending on experience)
About our Firm
We are a well-established (over 30 years in business), 12-person CPA firm located in Washington Township, Ohio. We pride ourselves on delivering exceptional tax planning and compliance services to a great client base — primarily physicians, high-net-worth individuals, and successful local business owners.
Our firm strikes the perfect balance: big enough to offer strong resources and a supportive team, yet small enough that you're impact is meaningful to our clients. We focus on building long-term client relationships and providing high-value advisory work rather than high-volume, low-margin compliance.
Why Our Team Loves It Here
- True work-life balance: Hybrid in-office/remote schedule + reduced hours outside of tax season
- Collaborative and supportive culture with minimal turnover
- Year-round tax work (we’re not just busy from January–April)
- Opportunity to build and manage your own book of business
- Modern tech
- Competitive compensation with strong earning potential
Position Overview
Key Responsibilities
- Prepare and review signature-ready individual tax returns (Form 1040) with a focus on physicians and high-net-worth clients
- Prepare and review business tax returns (primarily 1120, 1120S, and 1065) for our business clients
- Conduct and deliver tax planning engagements
- Build and maintain strong client relationships
- Manage and develop junior staff
- Identify opportunities for additional client services
What We’re Looking For
- CPA license required
- 6+ years of tax experience in public accounting
- Experience preparing and reviewing complex individual returns
- Solid experience with business returns
- Proficiency with UltraTax and Planner CS
- Strong technical, organizational, and communication skills
- A client-focused mindset and desire to build long-term relationships
Compensation & Benefits
- Base salary $110,000 – $150,000+ depending on experience and ability
- Performance bonus potential
- Generous benefits package (health, dental, retirement)
- Hybrid/Remote work schedule
- Reduced hours outside of busy season
- Professional development support
- Opportunity for future advancement and equity potential
If you’re a skilled tax professional who wants meaningful client work, excellent work-life balance, and the ability to truly make an impact in a growing firm, we’d love to talk to you.
Requirements
Position Overview
Key Responsibilities
- Prepare and review signature-ready individual tax returns (Form 1040) with a focus on physicians and high-net-worth clients
- Prepare and review business tax returns (primarily 1120, 1120S, and 1065) for our business clients
- Conduct and deliver tax planning engagements
- Build and maintain strong client relationships
- Manage and develop junior staff
- Identify opportunities for additional client services
What We’re Looking For
- CPA license required
- 6+ years of tax experience in public accounting
- Experience preparing and reviewing complex individual returns
- Solid experience with business returns
- Proficiency with UltraTax and Planner CS
- Strong technical, organizational, and communication skills
- A client-focused mindset and desire to build long-term relationships
Compensation & Benefits
- Base salary $110,000 – $150,000+ depending on experience and ability
- Performance bonus potential
- Generous benefits package (health, dental, retirement)
- Hybrid/Remote work schedule
- Reduced hours outside of busy season
- Professional development support
- Opportunity for future advancement and equity potential
If you’re a skilled tax professional who wants meaningful client work, excellent work-life balance, and the ability to truly make an impact in a growing firm, we’d love to talk to you.
