Senior Tax Manager/Director, CPA

Wertz & AssociatesBoise, ID
Hybrid

About The Position

This is a leadership opportunity within a respected CPA and advisory firm in Boise, Idaho. The role is more than a traditional tax leadership position; it involves becoming a trusted advisor to business owners, families, and entrepreneurs. The firm emphasizes relationships, flexibility, professional development, and exceptional client service. For over 25 years, the firm has supported clients with tax planning, business advisory, financial statement support, and estate planning. The firm's culture is focused on employee growth and well-being, guided by principles of honoring relationships, authenticity, responsiveness, investing in people, and building a great life. This position offers a chance to move away from bureaucracy and contribute to a firm where individual voices and impact are valued.

Requirements

  • CPA license
  • 8+ years of public accounting tax experience
  • Strong tax planning and advisory experience
  • Experience managing client relationships
  • Experience reviewing complex business and individual tax returns
  • Excellent communication and leadership skills
  • Desire to serve as a trusted advisor to clients

Responsibilities

  • Develop proactive tax strategies for clients
  • Research and resolve complex tax matters
  • Identify opportunities to improve tax efficiency
  • Assist clients with business and financial planning decisions
  • Serve as a trusted advisor throughout the year
  • Build and maintain long-term client relationships
  • Lead client meetings and strategic planning discussions
  • Deliver exceptional service and responsiveness
  • Identify new opportunities to support clients
  • Help clients navigate changing business and tax environments
  • Mentor and develop professional staff
  • Review complex tax engagements
  • Assist with workflow management and practice growth
  • Help improve firm processes and efficiencies
  • Contribute to the long-term success of the organization
  • Consult with business owners on operational and financial matters
  • Assist clients with growth planning and decision-making
  • Support succession and estate planning initiatives
  • Deliver value-added advisory services beyond compliance work

Benefits

  • Significant annual bonus opportunities
  • Flexible hybrid work environment
  • Comp time program with payout opportunities twice annually
  • Family-oriented culture
  • Exceptional flexibility outside of busy season
  • Long-term career growth opportunities
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