Tax Director / Partner

Wertz & Associates•Madison, WI

3d•Hybrid

About The Position

Our client, one of Wisconsin's most highly recognized and award-winning tax advisory firms, is seeking an experienced Tax Director / Partner to join its executive leadership team. This is not simply a senior tax position. This is an opportunity to help shape the future of a growing advisory-focused firm while partnering closely with executive leadership, key stakeholders, and the firm's Chief Tax Officer. The ideal candidate is a highly accomplished tax leader who combines deep technical expertise with strong business acumen, client advisory capabilities, leadership experience, and a passion for helping both clients and team members succeed. If you're looking for a role that provides strategic influence, significant autonomy, meaningful client relationships, and a path toward long-term leadership within a nationally recognized firm, we'd welcome a confidential conversation. As Tax Director / Partner, you'll help lead one of the firm's most important service lines while serving as a strategic advisor to business owners, executives, entrepreneurs, and high-net-worth individuals. You'll oversee complex tax planning and compliance matters, mentor future firm leaders, guide operational initiatives, and contribute to the continued expansion of the firm's advisory capabilities. This role combines: Executive Leadership Tax Planning & Strategy Business Advisory Services Practice Growth Team Development Client Relationship Leadership Technology & Process Improvement Strategic Firm Initiatives

Requirements

Active CPA license
Bachelor's Degree in Accounting
10–15+ years of progressive tax experience
Significant public accounting or sophisticated corporate tax experience
Deep expertise with pass-through entities, partnerships, and S-Corporations
Multi-state tax experience
Proven leadership and practice management experience
Strong client relationship and advisory capabilities
Excellent communication and presentation skills

Nice To Haves

Thinks like a business advisor rather than simply a tax professional
Enjoys mentoring and developing future leaders
Wants meaningful influence on firm strategy and growth
Values long-term client relationships over transactional engagements
Embraces technology and innovation
Has an entrepreneurial mindset
Seeks a long-term executive leadership opportunity

Responsibilities

Provide oversight for federal, state, and local tax compliance and planning services
Design and implement sophisticated tax strategies that support client profitability and long-term objectives
Advise clients on complex transactions, entity structuring, ownership transitions, and succession planning
Represent clients during audits, examinations, and tax controversies
Lead technical tax initiatives across the firm
Serve as a trusted advisor to closely held businesses and ownership groups
Translate complex tax matters into actionable business guidance
Build and maintain long-term strategic relationships with key clients
Collaborate with attorneys, financial advisors, bankers, and other professional partners
Identify planning opportunities that improve client outcomes and create long-term value
Help shape strategic initiatives and the future direction of the tax practice
Establish KPIs, SOPs, and quality-control processes
Champion innovation, automation, and technology adoption
Lead operational improvements that drive efficiency and scalability
Participate in firm-wide leadership planning and decision-making
Mentor, coach, and develop tax professionals at all levels
Build future managers, directors, and partners
Foster a culture of accountability, collaboration, and continuous learning
Assist with recruiting and retention initiatives
Promote technical excellence throughout the organization
Lead networking, referral, and relationship-building initiatives
Participate in proposals, presentations, and thought leadership efforts
Support growth through strategic partnerships and community involvement
Identify opportunities to deepen and expand client relationships
Drive practice and revenue growth initiatives