Tax Manager – Strategic Advisory

Edge Staffing

Remote Tax Manager for a boutique tax strategy and planning firm serving business owners. Create proactive tax planning for high-net-worth clients and mentor tax associates in a high-touch advisory role.

Posted 6/27/2026full-timeRemote • Ohio • 🇺🇸 United StatesMid-LevelSenior💰 $120,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

The ideal candidate must demonstrate strong leadership and mentoring abilities while effectively managing complex tax planning for high-net-worth individuals and businesses. A commitment to detail, organization, and clear communication is essential for building trusted client relationships and achieving successful outcomes.

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Tax PlanningEntity StructuringS-CorpsPartnershipsC-CorpsTax ComplianceTax TechnologyTax StrategyTax AdvisoryTax Experience

Soft Skills

LeadershipMentoringCommunicationOrganizationAttention to DetailRelationship BuildingClarityPolished PresentationCollaborationProblem Solving

Certifications & Qualifications

CPAEA

Industry Keywords

High-Net-Worth IndividualsTax AssociatesProactive PlanningSmall EnvironmentVisible WorkHigh-Caliber Standards

About the role

Key responsibilities & impact

Create proactive, multi-year tax planning for high-net-worth individuals and their businesses
Work across S-corps, partnerships, and C-corps — structuring, strategizing, and advising, not just complying
Build deep, trusted relationships with sophisticated clients who value your insight
Manage and mentor tax associates, raising the level of everyone around you
Leverage the latest and greatest in tax technology — you need to be genuinely tech-savvy and always sharpening the toolset

Requirements

What you’ll need

CPA or EA
4+ years of tax experience, with real depth in planning and entity work
Exceptionally organized, with relentless attention to detail
Articulate and polished, you communicate with clarity and command, in writing and in the room
A natural leader who can manage people and own outcomes
Energized by a small, high-caliber environment where your work is visible and your standards matter

Benefits

Comp & perks

Competitive compensation starting at $120,000 based on experience and capabilities
Annual bonuses
PTO and holidays
401k Plan
Health, Dental, and Vision Insurance
Paid CPE (Continuing Professional Education)
Ongoing professional development and training opportunities
A dynamic team of like-minded professionals