Senior Tax Manager

HW&Co. is a public accounting and consulting firm with around 150 people across five locations in Cleveland, Columbus, and Mansfield. We provide comprehensive business advisory and financial services in auditing and assurance, healthcare, private business advisory, revenue cycle, and tax. Our clients include agribusiness, manufacturing, and privately held companies to name a few, and our specialties lie within healthcare and non-profit clientele. Check out our complete benefits and perquisites on our Careers page HERE!

Job Description –

HW&Co. is currently seeking a Senior Manager for our Tax department in our Cleveland, OH offices. Senior Managers are responsible for tax compliance and planning within a variety of projects, and report to Principals and the Director of Tax Services.

They have extensive management experience at this point, looking to become a Principal in the next 3-5 years. They review income tax returns for companies and individuals within the Tax department.

Job Responsibilities –

To support the Firm’s mission and values by exhibiting the following behaviors:

• accountability, collaboration, excellence, and innovation

Become familiar with the Firm’s policies and procedures

Have a working knowledge of tax research techniques

Have a working knowledge of federal and state tax laws and Firm-specific Tax department practices and procedures

Understand the preparation of corporate, individual, partnership, and other tax returns prepared by the Firm

Understand and abide by the rules, regulations, and code of conduct of the AICPA

Perform the following tax procedures:

• The Senior Manager level is assigned direct reports who may or may not work on the same engagements they do. They’re the final reviewers before escalation to Department Head, taking on the following roles:
  • Complete the annual evaluation process for all direct reports and contribute as necessary in other evaluations
  • Coach, develop, and mentor less experienced staff, as well as provide ongoing feedback assessing and communicating performance
• The Senior Manager level brings more opportunity to interact with leadership across the firm and within your department, taking on the following roles:
  • Serve as a member of the Tax Leadership Team by attending and contributing to leadership meetings
  • Have an awareness of the breadth of HW&Co. services, identifying opportunities within existing clients for additional opportunities and escalating them to Department Head
• Technical review of quarterly and yearly tax projections and returns
• Technical review of corporate, individual, and partnership tax returns
• Review complex tax calculations and returns
• Recommend ways to enhance revenue and reduce costs
• Maintain detailed work papers to support tax provisions and returns
• Maintain compliance with federal and local tax laws and regulations
• Improve tax procedures and systems and initiate any corrective actions
• Improve and manage client relationships
• Facilitate and manage IRS income tax audits – create schedules, prepare responses, etc.
• Conduct tax research projects
• Complete and submit reviewed returns to more experienced staff
• Assist or lead in business plans and projections

Perform other duties as assigned

Job Qualifications –

• 10+ years of public accounting experience
• Bachelor’s degree in accounting
• CPA license
• Detail-oriented with a passion for accuracy
• Experience with consolidated C-corporations, partnerships, S-corporations, individual and/or multi-state tax returns
• Expert in accounting software (Access, CaseWare and/or SureLink is preferred)
• Great verbal and written communication skills
• Strong organizational skills and time management
• The ability to handle confidential and sensitive information
• The ability to interact with clients and employees of all levels of the Firm

Benefits –

• Competitive wages
• CPA incentives for accountants - additional paid time off, Becker partnership, bonus program, celebration upon passing, exam cost reimbursement, success cohort
• "Dress for Your Day"
• Excellent health and life insurance programs
• Flex hours and hybrid schedules
• Generous paid time off
• Performance bonus and referral bonus programs
• 401k and profit sharing

Perks (some vary by office location) –

• Busy season recognition initiatives - catered meals, "Employees Who Change Everything", post-busy season appreciation party, "Weekend Away" + stipend
• Health & wellness - Motion Connected, on-site workout facility, sports tournaments, standing desks
• Other - cell phone reimbursement, company SWAG, covered parking and on-site car wash, on-site dining and shopping
• Team celebrations and events - "Approved Time Off" days, employee certification and firm award celebrations, firm-wide and holiday parties, "FUN Committee"

Diversity Statement –

We are an equal opportunity employer and prohibit discrimination and harassment of any type without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, or any other characteristic protected by federal, state, or local laws.

Our commitment to diversity, equity, and inclusion is shown throughout the work we do for our clients and in our offices. We believe that different backgrounds and ideas help individuals and teams thrive, lead to a positive work environment, and strengthen relationships.

Working Conditions –

• Office locations in Woodmere, Willoughby, Westerville, Middleburg Heights, and Mansfield
• Overtime hours required for client-serving roles (especially during the months of January through April) #LI-Hybrid