Tax Manager

Congrats candidate for taking the time to invest in a new opportunity and growth in your future. We are blessed and excited to chat with you:) The best way to learn about your new opportunity with Dynasty Family Office and what we are about is to review Molly Grubb-Mora's TedX Talk. You can also review our DynastyFamilyOffice.com to learn in greater detail of our firm. The awesome thing about DFO is we are not only a family office but we are also a family. Our clients become acting members of our family and so do you. We throw amazing open house events three times a year with 60-80 people (our team, actual family, friends, and clients) along with happy hours and other events throughout the year. Although we are a virtual firm, you would never realize it through the strong bonds we build with the people we accept into the firm. We are growing by leaps and bounds and it is very clear that we need an extra peep to join. I am personally excited to learn the value you will bring to the firm and the value we can bring to you and your future.If you are looking for a flexible schedule then this is it. With the exceptions of meetings, you create your own work schedule so as your outside work life demands impose into your day you can balance easily personal and business. There are of course limitations to this but largely we all work around our personal life not the other way around:)The ideal candidate is an enthusiastic self-starter who thrives working remotely, both independently and as part of a team. We seek someone eager to build a long-term career with us, embracing the unlimited growth potential we offer.About Dynasty Tax Planners, DynastyTaxSavings.com (a division of Dynasty Family Offices)Based in Columbus, we deliver holistic, year-round tax strategy and advisory services to business owners, high-net-worth individuals, and multigenerational families.What sets us apart:High-touch relationships and deep trustA collaborative, ownership-minded cultureAdvisory-first thinking—not just tax prepA focus on clarity, discretion, and real, measurable valueThe Role: Client Success Tax ManagerThis position blends technical excellence with relationship-building. You’ll serve as the primary advisor for a select group of tax clients, ensuring they feel informed, supported, and cared for throughout the year—not just at filing time.Note, this is a part-time position of 30 hours per week to grow into a full-time position.Key ResponsibilitiesClient Relationship Management:Lead onboarding, planning calls, and check-insCommunicate proactively and consistentlyGuide clients through pricing and planning conversationsEnsure clients always feel seen, understood, and supportedTax Strategy & Compliance:Implement planning strategies (entity setup, retirement planning, real estate, etc.)Prepare and review tax returns that reflect strategic planningSpot opportunities and issues before they surfaceMaintain organized, accurate client recordsTeam Collaboration:Work closely with internal specialistsSupport and mentor junior team membersKeep communication clear and processes flowingYou’re a Great Fit If You:Have 3 years of tax experience (public accounting or private client preferred)Have worked with business owners, executives, or high-net-worth individualsHold a CPA, EA, JD/LLM in Tax—or are pursuing oneTake full ownership of client relationshipsCommunicate clearly and care deeply about outcomesHave experience and desire to be apart of building out a large tax planning firmUnlimited PTOClear path to senior client leadershipA values-driven culture focused on excellence and legacyHow to ApplyIf you love tax strategy and meaningful client relationships, we’d love to hear from you.Please send:Your resumeA brief cover letter sharing:Why Dynasty’s relationship-focused model resonates with youA time you helped a client feel confident during a complex situationA tax strategy you enjoy implementing and whyThis isn’t just a tax job—it’s a chance to become a trusted voice in your clients’ financial lives.

Salary : $35 - $45