Senior Tax Supervisor / Future Tax Manager (Fully Remote

Wertz & Associates•Colorado Springs, CO
•Remote

About The Position

A fully remote, U.S.-based opportunity with a CPA and advisory firm focused on tax planning, strategic advisory services, and helping business owners make year-round financial decisions. The role combines complex tax return preparation and review with client-facing tax planning and advisory work. The firm emphasizes direct client relationships, an advisory-focused practice, and work measured by impact rather than hours, with no billable-hour pressure. The successful candidate may progress toward Tax Manager and Pod Leader responsibilities, with a longer-term path to Senior Manager and Partner.

Requirements

  • CPA or EA.
  • At least 5 years of public accounting experience.
  • Strong review experience.
  • Client-facing advisory and tax planning exposure.
  • Comfort operating independently in a remote environment.

Nice To Haves

  • Experience working with real estate investors and rental properties.
  • Experience with cost segregation and 1031 exchanges.
  • Experience with multi-state tax.
  • Background as a strong Tax Senior already performing at the next level, a current Tax Supervisor or Senior Tax Supervisor, or a Tax Manager.
  • Interest in client interaction, tax planning, strategy discussions, and future leadership responsibilities.

Responsibilities

  • Review and prepare complex business and individual tax returns.
  • Lead tax planning and strategy discussions.
  • Manage client relationships and serve as a trusted advisor.
  • Review staff work and help develop team members.
  • Work directly with business owners, entrepreneurs, and real estate investors.
  • Support the growth of an advisory-focused practice.

Benefits

  • No billable-hour pressure.
  • Fully remote flexibility.
  • Future Tax Manager and Pod Leader career track.
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