What are the responsibilities and job description for the Tax Manager position at Taylor White?
Tax Manager | Competitive Compensation, Above Market| Rare Seat on a High-Impact Team!
Location: Greater Cincinnati Area | Local Candidates Only!
We are seeking a driven and intellectually curious tax professional to step into a highly visible Tax Manager role with a sophisticated private investment organization. The company operates a diverse portfolio spanning public and private investments, operating businesses, and strategic investments across multiple industries and geographies. With a lean, highly collaborative team, this role offers uncommon exposure to complex transactions, tax planning initiatives, and investment-related activities. The organization values precision, intellectual curiosity, and continuous improvement, creating an environment where professionals can expand their expertise well beyond traditional tax compliance. This is an exceptional opportunity for someone looking to deepen their knowledge at the intersection of tax, investments, and business operations while working closely with experienced finance and advisory professionals. Successful completion of background, drug, and reference checks required.
Responsibilities:
- Lead the tax compliance function across a sophisticated, multi-entity structure and investment entities
- Supervise the preparation and review of individual, trust, partnership, and entity income tax returns
- Coordinate deliverables, timelines, and information flow with third-party CPA firms and external advisors
- Prepare and maintain recurring income tax projections and estimated payment calculations
- Advise on income tax planning strategies tied to investment activity and significant liquidity events
- Analyze the tax implications of new investments, restructurings, and complex transactions
- Serve as a client-facing resource, educating stakeholders on tax outcomes in clear, practical terms
- Track and interpret pass-through reporting from a broad mix of public and private investment holdings
- Maintain organized tax records, workpapers, and a disciplined filing and compliance calendar
- Monitor legislative and regulatory developments and assess their impact on planning and compliance
- Continuously improve tax workflows, documentation, and reporting tools by leveraging technology
Requirements:
- Bachelor's degree in Accounting or Finance required
- CPA designation or active progress toward licensure preferred
- 3 years of tax experience required
- Background with a national or top-tier public accounting firm required
- Exceptional attention to detail and a genuine commitment to accuracy and integrity
- Strong analytical, problem-solving, and organizational skills across competing priorities
- Demonstrated curiosity around technology, systems, and process improvement
- Self-starter who takes ownership of work and follows through without prompting
- Strong communicator able to translate complex financial information into clear insights
- Collaborative, adaptable, and service-oriented approach
- High degree of professionalism, discretion, and confidentiality
Why You'll Love Working Here:
- Fantastic culture with real work-life balance and predictable hours
- Rare exposure to an institutional-quality investment program and confidential, complex transactions
- Generous benefits package!
- Flexibility for candidates with family commitments, including hybrid arrangements
- Room to expand into broader advisory responsibility for the right person