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Tax Manager-Wealth Management
$120,000
per year
Remote
Client Management
CPA
Wealth Management
public accounting
Tax Manager
Thomson Reuters
EA
Trust Tax
Small Business Tax
BNA Tax Planner
Job Description
Mayfield Financial Services (MFS) is a growing, collaborative Wealth Management firm based in Ohio. We're looking for an experienced Accountant (CPA or EA) to join our fully remote team and help support our high-net-worth and small business clientele.
Our team includes CPAs, CFPs, a CFA, and specialists in debt and insurance. We believe in delivering value—not tracking time—and work together to create comprehensive financial solutions.
Responsibilities- Prepare and review business, trust, and personal tax returns
- Manage client relationships and accounting engagements
- Collaborate with our integrated team to deliver strategic solutions
- Coach and mentor junior team members
- CPA or EA certification (required) + Bachelor’s degree
- 4+ years of experience in public accounting
- Expertise in individual, trust, and small business tax
- Strong communication and remote collaboration skills
- Experience with Thomson Reuters Suite and BNA Tax Planner is a plus
- Salary: $120,000 – $150,000
- Performance-based bonuses
- 401(k) with company match
- Health, dental, and vision insurance
- Paid time off + professional development support
- Flexible hours and remote work environment
- Succession planning opportunity
Company Information
Location: Dayton, OH
Type: Hybrid