Senior Tax Manager

Wertz & Associates•Vail, CO

12d•Onsite

About The Position

Our client, a rapidly growing multi-office CPA and advisory firm, is seeking a Senior Tax Manager to join its leadership team in beautiful Vail, Colorado. This is not a traditional tax-management role. For the right individual, this is an opportunity to step into a highly visible leadership position, work directly with successful business owners and high-net-worth families, help shape the future of the practice, and pursue a clearly defined path toward partnership. The firm provides a fully integrated suite of services including tax planning and compliance, wealth advisory, family office services, business consulting, valuation services, and assurance solutions. Clients view the firm as a strategic advisor—not just a tax preparer. If you enjoy complex tax work, mentoring professionals, building client relationships, and influencing the growth of a successful practice, we'd like to speak with you. As Senior Tax Manager, you'll serve as a trusted advisor to clients while helping lead and develop a growing tax team. You'll work closely with business owners, executives, investors, and families to provide thoughtful tax planning, strategic guidance, and long-term financial solutions. This role combines: Advanced Tax Expertise, Client Advisory, Team Leadership, Business Development, Practice Growth, and Future Firm Leadership.

Requirements

Active CPA license required
Bachelor's Degree in Accounting or related field
7+ years of public accounting tax experience
Strong experience with individual, partnership, and corporate taxation
Proven ability to manage client relationships and lead engagements
Demonstrated success mentoring and developing staff
Excellent communication and presentation skills
Growth-minded, entrepreneurial approach to client service

Nice To Haves

Thinks like an advisor, not just a tax preparer
Enjoys building trusted client relationships
Wants meaningful influence within a growing organization
Has leadership aspirations beyond a traditional manager role
Is interested in a long-term path toward partnership and firm ownership

Responsibilities

Lead sophisticated tax planning engagements for individuals, partnerships, corporations, trusts, and closely held businesses
Develop proactive tax strategies designed to maximize client outcomes
Review complex tax returns and deliver high-quality client service
Act as a trusted advisor on tax, financial, and business matters
Mentor, coach, and develop tax professionals across the firm
Review technical work and ensure exceptional quality standards
Help establish best practices and improve operational efficiency
Foster a culture of excellence, collaboration, and continuous improvement
Build and strengthen long-term client relationships
Identify opportunities to expand client services and deepen engagements
Participate in networking, referral development, and community involvement
Contribute to the strategic growth of the practice