Senior Tax Manager, CPA

Wertz & Associates • Brookfield, WI

5d • Onsite

About The Position

Our client, one of the Midwest's fastest-growing professional services firms, is seeking an experienced Senior Tax Manager to join its expanding Tax practice in Brookfield. This is more than a traditional tax leadership position. It's an opportunity to serve as a trusted business advisor to privately held companies, entrepreneurs, family-owned businesses, and high-net-worth clients while leading sophisticated tax engagements, developing future leaders, driving business growth, and working alongside firm leadership in a highly visible role. The firm has built a reputation for delivering exceptional client service, investing heavily in its people, and creating an environment where high performers can accelerate their careers while maintaining strong client relationships and professional fulfillment. If you're seeking a leadership opportunity that combines technical expertise, strategic advisory work, business development, and a potential future path toward principal-level leadership, we'd welcome a confidential conversation.

Requirements

• Active CPA License
• Bachelor's Degree in Accounting or related field
• 10+ years of public accounting experience
• Significant tax planning and compliance experience
• Strong client relationship management abilities
• Experience supervising and developing staff
• Excellent communication and presentation skills
• Strong project management and organizational abilities

Nice To Haves

• Advanced tax specialization
• Industry expertise
• Business development success
• Large client portfolio management experience

Responsibilities

• Serve as a trusted advisor to business owners and key stakeholders
• Consult on complex tax matters impacting client operations and growth
• Provide proactive tax planning and strategic recommendations
• Identify opportunities for operational improvements and business efficiencies
• Deliver value-added advisory services throughout the year
• Maintain ownership of complex client engagements and projects
• Build and strengthen long-term client relationships
• Ensure client expectations are exceeded through exceptional service
• Serve as a primary contact for sophisticated tax and business matters
• Drive client retention and satisfaction initiatives
• Oversee engagements from planning through completion
• Coordinate engagement teams and allocate resources effectively
• Ensure projects remain on budget and meet quality standards
• Review work at all levels of the engagement process
• Monitor engagement profitability and efficiency
• Develop new business opportunities
• Expand services with existing clients
• Participate in networking and relationship-building activities
• Support growth initiatives across the tax practice
• Contribute to firm-wide revenue and expansion goals
• Lead, mentor, and develop tax professionals across multiple levels
• Provide coaching, technical guidance, and performance feedback
• Support recruiting and retention initiatives
• Assist with staffing strategies and career development efforts
• Create opportunities for team growth and advancement
• Continue building expertise within designated industries and service areas
• Represent the firm at professional and community events
• Facilitate professional development programs
• Contribute thought leadership through articles, presentations, and training
• Strengthen the firm's market presence and reputation

Benefits

• Competitive compensation package
• Performance-based bonus opportunities
• Comprehensive healthcare coverage
• Retirement savings programs
• Paid time off and holidays
• Professional development support
• Continuing education assistance
• Personalized mentoring programs
• Career advancement pathways
• Collaborative team environment
• Great Place to Work® culture

What This Job Offers

• Job Type: Full-time
• Career Level: Senior