Senior Tax Manager

Wertz & Associates • Chattanooga, TN

5d • Hybrid

About The Position

Our client, a respected CPA and advisory firm serving the Chattanooga market for more than two decades, is seeking an experienced Senior Tax Manager to join its leadership team. This is more than a traditional tax leadership role. It's an opportunity to become a trusted advisor to business owners, entrepreneurs, closely held companies, and high-net-worth individuals while helping lead a firm that prioritizes relationships, service, professional growth, and work-life balance. The firm has built a strong reputation throughout the Chattanooga business community by delivering personalized tax, accounting, and advisory services. Unlike larger firms where professionals can become highly specialized and disconnected from clients, this firm encourages meaningful client relationships, strategic planning discussions, and direct involvement in helping businesses succeed. If you're looking for a firm where your expertise is valued, your leadership can have an impact, and partnership is a realistic future opportunity, we'd welcome a confidential conversation.

Requirements

• Bachelor's Degree in Accounting or related field
• CPA license strongly preferred
• 7+ years of public accounting tax experience
• Experience reviewing complex individual and business tax returns
• Strong tax planning and advisory background
• Experience managing client relationships
• Excellent communication and leadership abilities
• Strong project management and organizational skills

Nice To Haves

• Enjoys building long-term client relationships
• Wants meaningful leadership responsibilities
• Has a passion for tax planning and advisory services
• Enjoys mentoring and developing staff
• Values work-life balance
• Thrives in a collaborative environment
• Wants a realistic path toward partnership

Responsibilities

• Develop proactive tax planning strategies for business and individual clients
• Provide guidance on entity structure and business transactions
• Research and resolve complex tax matters
• Identify tax-saving opportunities and planning initiatives
• Help clients achieve long-term financial and business objectives
• Serve as a trusted advisor to business owners and executives
• Lead client meetings and strategic planning discussions
• Build and maintain long-term client relationships
• Deliver exceptional service and responsiveness
• Identify opportunities to expand client services
• Review complex individual and business tax returns
• Ensure compliance with federal, state, and local tax regulations
• Manage engagement quality and technical accuracy
• Oversee deadlines, workflow, and client deliverables
• Assist with IRS and state tax matters
• Supervise, mentor, and develop tax professionals
• Review work product and provide feedback
• Support recruiting, training, and staff development initiatives
• Foster a collaborative and growth-oriented culture
• Help build the next generation of firm leaders

Benefits

• Competitive compensation package
• Performance-based bonus opportunities
• Health insurance
• Dental insurance
• Vision insurance
• 401(k) with employer match
• Generous PTO policy
• Flexible work schedule
• Continuing education support
• Partner-track opportunities
• Technology-forward work environment
• Collaborative and team-focused culture

What This Job Offers

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