Tax Manager in Columbus, Ohio at True Wealth Design LLC

Tax Manager

Location: Columbus, Ohio
Employment Type: Full-Time
Reports To: Tax Partner/Director

Join a Firm Built for the Future

We are a growing tax and wealth advisory firm serving dynamic businesses and individuals with a commitment to technical excellence, trusted advisory relationships, and a people-first culture. We believe accounting and finance is evolving rapidly and we are building a team that embraces innovation, technology, collaboration, and continuous growth.

We are seeking an experienced Tax Manager who brings strong technical expertise, leadership capability, and a forward-thinking mindset. This role is ideal for someone who enjoys developing people, solving complex client challenges, improving processes, and helping shape the future of a high-performing tax practice.

If you are resourceful, intellectually curious, strongly tech-enabled, and energized by building something meaningful we would love to meet you.

Position Overview

The Tax Manager oversees tax engagements, manages client relationships, mentors team members, and ensures high-quality tax compliance and advisory services. This role requires strong technical skills, project management capability, leadership presence, and a proactive mindset toward technology and process improvement.

The ideal candidate balances technical excellence with emotional intelligence, accountability, and a commitment to developing both clients and team members.

Key Responsibilities

Client Service & Tax Leadership

• Manage tax compliance engagements for individuals, partnerships, S corporations, C corporations, trusts, and nonprofit organizations
• Review tax returns and workpapers prepared by staff and senior accountants
• Research complex tax matters and provide practical solutions
• Deliver proactive tax planning strategies to clients
• Identify opportunities to expand advisory services
• Build trusted relationships with business owners and leadership teams
• Lead tax engagement planning and execution
• Ensure timely delivery of client work while maintaining exceptional quality standards

Team Leadership & Development

• Coach, mentor, and develop tax staff and senior accountants
• Provide constructive feedback and performance guidance
• Review team workloads and assist with resource allocation
• Foster accountability, collaboration, and continuous learning
• Participate in recruiting, interviewing, and onboarding efforts
• Support a culture of growth, ownership, and excellence

Technology & Process Improvement

• Leverage technology and AI-enabled tools to improve efficiency and accuracy
• Identify opportunities to streamline tax workflows
• Drive process improvement initiatives
• Support modernization efforts across tax operations
• Stay current on emerging tax technologies and industry trends

Firm Growth & Strategic Contribution

• Contribute to practice growth initiatives
• Participate in business development efforts
• Strengthen client retention and engagement
• Support firm initiatives related to culture, innovation, and operational excellence

Qualifications

Required

• Bachelor’s degree in Accounting
• CPA license required
• 5 to 8+ years of public accounting tax experience
• Experience reviewing complex tax returns
• Strong technical tax knowledge
• Prior experience leading or mentoring team members
• Exceptional communication skills
• Strong project management capability
• Ability to manage multiple priorities and deadlines

Preferred

• Experience serving middle-market businesses
• Experience with advisory-focused client service models
• Familiarity with AI tools and modern accounting technology
• Experience improving workflows and operational processes
• Leadership development mindset
• Strong business acumen

What Makes Someone Successful Here

You are:

• Accountable without needing constant direction
• Resourceful and solutions-oriented
• Calm under pressure
• Growth-minded and intellectually curious
• Comfortable leading difficult conversations
• Tech-forward and adaptable
• Client-focused without losing sight of team wellbeing
• Collaborative and humble
• Motivated to improve systems and not just operate within them
• Interested in building a career, not simply holding a role

What We Offer

• Competitive compensation
• Performance bonus opportunities
• Work flexibility
• Professional development investment
• CPA support and continuing education
• Leadership development opportunities
• Technology-forward work environment
• Collaborative culture
• Career growth pathways
• Comprehensive benefits package
• Generous PTO and flexibility

If you are looking for a place where technical excellence, innovation, and people matter equally, we encourage you to apply.