Pinnacle Talent

TITLE: Tax Manager

LOCATION: Cleveland, OH
​RELOCATE: No

CID: 224049

Executive Candidate Profile

Licensed Certified Public Accountant (CPA) with over six years of experience in public accounting. They are proficient in Microsoft Excel, CCH Axcess suite programs, and possess excellent communication skills gained from various leadership positions. They have a strong ability to multitask and learn new processes and technologies.

 In their current position as a Tax Manager at a Public Accounting Firm, they prepare and review federal, state, and local income tax returns for various entities. They assist clients with tax planning, build client relationships, and manage budgets, clients, and staff on various projects. Previously, they served as a Tax Supervisor working closely with partners and management on client management and business development. This individual also has experience as a Senior Tax Accountant, where they reviewed staff work, researched tax regulations, and ensured tax compliance integrity.

 They hold a Master of Accountancy degree with a concentration in Partnership and Corporate Tax Accounting. They also have a Bachelor of Business Administration in Accounting with a concentration in Governmental and Tax Accounting. They are an active member of The Ohio Society of Certified Public Accountants and are dedicated professionals with a strong track record in tax accounting and client management, continually seeking growth and skill diversification.

Education/Designations

  • Master’s of Accountancy
    • Partnership and Corporate Tax Accounting
  • Bachelor of Business Administration
    • Governmental and Tax Accounting
  • Certified Public Accountant (CPA)
    • Accountancy Board of Ohio

Skills

  • Tax Planning
  • Budgeting
  • Client relations
  • Tax Research
  • Tax Compliance
  • Federal Tax
  • State Tax
  • Corporate Tax

Technologies

  • Microsoft Suite
  • Especially proficient in Excel
  • CCH Access Suite Programs
  • The ability to quickly adapt and learn new technologies

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