Tax Manager-Wealth Management
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
Average salary estimate
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