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Tax Manager (Youngstown)
Youngstown, OHMarch 28th, 2026
Top Reasons to Work with UsWe are an established and expanding wealth management firm in Pennsylvania near the Ohio border looking for a Tax Manager, to be a part of driving the success of our clients nationwide and helping advisory teams in all aspects of wealth management.What You Will Be DoingWe are a high growth, private equity backed, multi branch Registered Investment Advisor. We are seeking an experienced Tax Manager with their CPA or EA that is looking to do Individual, Partnership and C-Corp tax return preparation and tax planning, including Gift, Trust and Estate.The Tax Manager is responsible for tax services provided to clients such as federal, state and local income tax preparation, tax projections and analysis, and notice resolution. This position will involve client-facing activities, providing comprehensive tax services to existing clients, and assisting our advisors and financial planning team with strategic tax planning. What You Need for this Position- 5+ years of Tax Management experience (Partnership, C-Corp, HNWI, Gift, Trust and Estate)- Bachelors Degree in Accounting Required (Masters preferred)- CPA or EA Required-CCH Knowledge preferred or similar- Bonus: Experience wealth management clients or other relevant industry experienceWhat's In It for YouSalary Range $100K-$130K (DOE) + 10%Bonus- Generous time off policy - 12 paid holidays, 2 personal days, 2+ weeks of PTO- 401K - 4% match, 1% profit sharing- Medical, Dental, Vision - 75% of benefits paid for Individual or FAMILY- Paid Parental Leave and much more!So, if you are a Tax Manager with Generalist experience, please apply today!BenefitsWhat's In It for YouSalary Range $100K-$130K (DOE) + Bonus- Generous PTO - Benefits- 401K - Medical, Dental, Vision- Paid Parental Leave and much more!
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