Senior Tax Manager (Director Track) / Tax Director

Wertz & Associates•Madison, WI

5d•Hybrid

About The Position

Our client, a nationally recognized and award-winning CPA and advisory firm, is seeking an experienced Senior Tax Manager (Director Track) or Tax Director to join its leadership team in Madison, Wisconsin. This is not a traditional tax management role. This is an opportunity to help shape the future of a growing tax advisory practice while working closely with executive leadership, firm partners, and the Chief Tax Officer. The position offers significant influence, autonomy, and a clear path toward expanded leadership responsibilities within one of Wisconsin's premier public accounting firms. The ideal candidate is a strategic tax leader who enjoys serving as a trusted advisor to closely held businesses, entrepreneurs, high-net-worth individuals, and ownership groups while helping develop future leaders and drive innovation throughout the practice. If you're looking for a role where your expertise, leadership, and vision can directly impact both clients and the future of the firm, we'd welcome a confidential conversation.

Requirements

Active CPA license
Bachelor's Degree in Accounting required
8+ years of progressive tax experience for Senior Tax Manager candidates
10–15+ years of experience for Director-level candidates
Strong public accounting or complex corporate tax background
Advanced experience with pass-through entities, partnerships, and S-Corporations
Multi-state tax experience
Strong leadership and mentoring experience
Excellent communication and client relationship skills

Nice To Haves

Thinks like a business advisor rather than solely a tax technician
Enjoys mentoring and developing future leaders
Wants meaningful influence over firm direction and growth
Values client relationships and long-term partnerships
Has an entrepreneurial mindset
Embraces technology and innovation
Seeks a long-term leadership opportunity with substantial career upside

Responsibilities

Oversee federal, state, and local tax compliance activities for a diverse client portfolio
Design and implement tax planning strategies that improve profitability and minimize tax exposure
Serve as a trusted advisor on entity structuring, ownership transitions, and complex tax matters
Consult on mergers, acquisitions, business reorganizations, and strategic transactions
Represent clients during audits, tax controversies, and interactions with taxing authorities
Develop and maintain long-term relationships with business owners and executive teams
Translate complex tax concepts into practical business guidance
Identify opportunities to expand advisory services and strengthen client relationships
Provide proactive recommendations that support client growth and long-term success
Collaborate with clients on strategic planning and operational initiatives
Lead, mentor, and develop a high-performing tax team
Assist in recruiting, retention, and leadership succession planning
Establish performance expectations and provide coaching and professional development
Build future tax leaders through mentorship and ongoing support
Foster a culture of collaboration, accountability, and continuous improvement
Improve department efficiency through technology adoption, automation, and process enhancements
Develop and maintain SOPs, KPIs, and quality control procedures
Support business development initiatives, networking events, and thought leadership activities
Participate in proposal development and relationship expansion efforts
Help shape the future growth strategy of the tax practice