Senior Tax Manager, CPA

Wertz & Associates•Seattle, WA

3d•Hybrid

About The Position

Our client, a rapidly growing CPA and advisory firm with multiple offices throughout the Western United States, is seeking an experienced Senior Tax Manager, CPA to join its leadership team in Seattle, Washington. This is a unique opportunity that rarely comes to market. In addition to stepping into a key leadership role, the successful candidate will have the opportunity to assume responsibility for an established client base as part of a planned transition from a retiring partner. For an ambitious tax professional with partnership aspirations, this creates a clear and accelerated path toward firm leadership and ownership. The firm provides comprehensive tax planning, accounting, advisory, audit, payroll, and consulting services, working closely with business owners, high-net-worth individuals, investors, family groups, and closely held companies. Clients view the firm as a trusted strategic advisor rather than simply a tax compliance provider. If you're looking for an opportunity to lead, advise, grow relationships, mentor professionals, and ultimately build equity in a thriving practice, we'd welcome a confidential conversation. As a Senior Tax Manager, you will play a critical role in serving clients, developing staff, and helping drive the continued growth of the practice. You'll advise entrepreneurs, executives, investors, family-owned businesses, and high-net-worth individuals on tax planning strategies designed to preserve wealth, reduce tax liabilities, and support long-term financial objectives. This role offers a compelling blend of: Advanced Tax Planning Trusted Client Advisory Team Leadership & Mentorship Business Development Practice Management Future Ownership Opportunity

Requirements

Active CPA license required
Bachelor's Degree in Accounting or related field
10+ years of progressive public accounting tax experience
Strong experience with individual, partnership, corporate, fiduciary, and high-net-worth tax engagements
Proven client relationship management experience
Experience leading teams and mentoring staff
Strong communication and business development skills
High ownership mentality and commitment to client service excellence
Desire to pursue long-term leadership and partnership opportunities

Nice To Haves

The ideal candidate is someone who: Enjoys becoming a trusted advisor to clients Wants meaningful influence within a growing organization Views tax as a strategic business tool, not simply compliance work Enjoys developing people and building strong teams Has an entrepreneurial mindset and business-development aptitude Is motivated by the opportunity to inherit client relationships and pursue partnership

Responsibilities

Lead complex tax planning engagements for individuals, partnerships, corporations, trusts, and closely held businesses
Develop proactive tax strategies that create measurable value for clients
Review and oversee preparation of complex tax returns
Provide strategic guidance on federal and multi-state tax matters
Act as a trusted advisor on tax, business, and financial issues
Mentor and develop tax professionals across the organization
Review technical work to ensure quality, accuracy, and compliance
Foster a collaborative and high-performance team environment
Help strengthen processes, efficiencies, and client service standards
Manage and expand long-term client relationships
Participate in the transition and retention of an existing client base
Identify opportunities to expand services and deepen client engagement
Assist with networking, business development, and referral growth initiatives
Contribute to the strategic direction of the tax practice