Demo

Tax Manager

Mayfield Financial Services
Mayfield, OH Full Time
POSTED ON 3/24/2025
AVAILABLE BEFORE 7/21/2025

About us

Mayfield Financial Services (MFS) is a well-established and growing Wealth Management firm in Mayfield Heights, Ohio. Our current Team of fourteen Team Members is made up of accountants (CPA’s), financial advisors (CFP’s), an Investment Manager (CFA), a debt specialist and a health insurance/Medicare specialist. Our philosophy is different from other firms in that we take a team and integrated approach to developing comprehensive financial solutions utilizing the combined expertise of our Team Members. Our professionals work closely with one another because we believe that “There is no expertise without collaboration.”

Job Description

Due to our continued and anticipated growth, we are looking to add another Accountant. This individual should be self-motivated and goal-driven with 4 years’ minimum relevant public accounting experience to help develop our accounting and tax services. The individual will be responsible for various accounting and tax aspects of the company, including managing the relationships of both business and individual customers.

Our accountants are not required to track their time like most traditional accounting firms; instead we measure their effectiveness in providing value for our customers and delivering solutions that are congruent with our customers’ goals. Our customer base consists of affluent individuals and small businesses.

The individual will prepare and review projects pertaining to tax compliance, accounting and tax planning. Success in the position relies heavily on collaboration with the other Team Members to identify solutions related to tax management strategies, financial planning opportunities, investment planning, insurance needs and lending solutions.

Additionally, this individual is expected to share their knowledge and expertise and assist in the coaching, training and development of other Team Members. Management of the customer relationship is at the core of being successful in this position!

It is possible that this position has flextime, compressed work week, and remote working.

Primary Responsibilities

  • Preparation and review of business, trust and personal income tax returns
  • Preparation and review of accounting engagements
  • Participation in customer meetings
  • Manage relationships of both business and individual customers
  • Identify customer opportunities and perform the analysis to develop value-driven solutions
  • Minimal tax audit and representation

Desired Skills

  • Knowledge of all forms of tax compliance, as well as tax planning skills for individuals, trusts and small businesses
  • Experience using the Thomson Reuters Professional Suite software programs and BNA Income Tax Planner is a plus
  • Demonstrated use and experience of Value Pricing
  • Strong written and verbal skills are required

Qualifications

  • This position requires a minimum of a bachelor’s degree
  • This position requires an EA or CPA certificate
  • The position requires at least 4 years of relevant experience
  • Must be able to embrace technology
  • This position requires a minimum of a bachelor’s degree

Job Type: Full-time

Pay: $80,000.00 - $120,000.00 per year

Benefits:

  • 401(k)
  • 401(k) matching
  • Dental insurance
  • Flexible schedule
  • Health insurance
  • On-site gym
  • Paid time off
  • Professional development assistance
  • Vision insurance

Schedule:

  • 8 hour shift
  • Monday to Friday

Supplemental Pay:

  • Performance bonus

Work Location: In person

Salary : $80,000 - $120,000

If your compensation planning software is too rigid to deploy winning incentive strategies, it’s time to find an adaptable solution. Compensation Planning
Enhance your organization's compensation strategy with salary data sets that HR and team managers can use to pay your staff right. Surveys & Data Sets

What is the career path for a Tax Manager?

Sign up to receive alerts about other jobs on the Tax Manager career path by checking the boxes next to the positions that interest you.
Income Estimation: 
$141,735 - $180,909
Income Estimation: 
$186,150 - $261,080
Income Estimation: 
$202,368 - $292,394
Income Estimation: 
$186,751 - $256,970
Income Estimation: 
$174,945 - $229,966
Income Estimation: 
$141,735 - $180,909
Income Estimation: 
$186,150 - $261,080
Income Estimation: 
$202,368 - $292,394
Income Estimation: 
$186,751 - $256,970
Income Estimation: 
$174,945 - $229,966
Income Estimation: 
$61,002 - $75,970
Income Estimation: 
$67,563 - $90,175
Income Estimation: 
$101,493 - $142,466
Income Estimation: 
$152,615 - $211,890
Income Estimation: 
$73,496 - $93,409
Income Estimation: 
$73,496 - $93,409
Income Estimation: 
$94,538 - $119,494
Income Estimation: 
$101,493 - $142,466
Income Estimation: 
$152,615 - $211,890
Income Estimation: 
$94,700 - $117,561
Income Estimation: 
$94,700 - $117,561
Income Estimation: 
$117,813 - $152,327
Income Estimation: 
$116,747 - $155,141
Income Estimation: 
$152,615 - $211,890
Income Estimation: 
$120,877 - $156,226
View Core, Job Family, and Industry Job Skills and Competency Data for more than 15,000 Job Titles Skills Library

Not the job you're looking for? Here are some other Tax Manager jobs in the Mayfield, OH area that may be a better fit.

Tax Manager

CyberCoders, Beachwood, OH

Tax Manager

Rea, Cleveland, OH

AI Assistant is available now!

Feel free to start your new journey!