Tax Manager (Shaker Heights, OH)

Tax Manager


Employees initial duties:

  • Maintaining accurate accounting records, include all investments, bank accounts, depreciable assets, payroll records and bill pay.
  • Review all monthly bookkeeping/accounting activity and prepare monthly financial statements for company and related entities.
  • Answer all questions regarding monthly financial reports.
  • Prepare financial package for semi-annual directors meeting.
  • Prepare workpapers for corporate income tax returns, prepare local income tax returns.
  • Maintain complete detail of depreciable assets.
  • Maintain shareholder stock basis records.
  • Calculate Cleveland office fee revenue
  • Annual closings. Responsible for all year-end payroll and 1099 reporting.

Additional Responsibilities:

  • Responsible for accurate bookkeeping/accounting/investment records for approximately 60 trusts, 15 individuals and 8 limited liability companies. Supervise bill payment/budgets of 3 family members.
  • Calculate quarterly trustee fees.
  • Annual closings for all entities/individuals.
  • Prepare annual tax returns for all 60 trusts, 15 individuals, and 8 limited liability companies. Some involve separate businesses and depreciation records.
  • Maintain tax basis records for LLC members and investments.
  • Review all investment basis tracking in excel spreadsheets.


  • Bachelors degree in accounting
  • Certified Public Accountant
  • Five to ten years in Public Accounting firm
  • Heavy tax background


  • Paid Time Off (PTO) – two weeks first year, three weeks after first year.
  • Hybrid work from home.
  • 401k
  • Salary $90,000 to $100,000
  • Healthcare is paid for by individual – company will reimburse through salary

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