Tax Manager, CPA

Wertz & Associates•Yankton, SD

4d•Onsite

About The Position

Our client, a highly respected and growing public accounting and advisory firm, is seeking an experienced Tax Manager, CPA to join its leadership team in Yankton, South Dakota. This is more than a traditional tax management position. It's an opportunity to become a trusted advisor to business owners, agricultural producers, family enterprises, and closely held businesses while helping lead a growing team, mentor future leaders, and contribute to the long-term success of an established and expanding firm. The firm has built a strong reputation by combining deep technical expertise with a relationship-driven approach to client service. Their professionals work closely with clients throughout the year, providing proactive tax planning, strategic guidance, and practical solutions that help drive growth and preserve wealth. If you're looking for a leadership role that combines sophisticated tax work, strong client relationships, team development, and a clear path toward partnership, we'd welcome a confidential conversation. As Tax Manager, you'll serve as both a technical resource and trusted advisor while helping lead client engagements and develop the firm's tax professionals. You'll work directly with business owners, agricultural producers, family-owned businesses, closely held companies, and individual clients to provide proactive tax planning, strategic advice, and year-round support. This role offers a unique blend of: Tax Planning & Advisory, Client Relationship Management, Agricultural & Agribusiness Consulting, Team Leadership & Mentorship, Practice Growth, and Future Firm Leadership.

Requirements

Active CPA license required
Bachelor's degree in Accounting, Finance, or a related field
7–10+ years of progressive public accounting experience
Strong technical tax knowledge and research capabilities
Experience preparing and reviewing complex tax returns
Strong communication, leadership, and relationship-building skills
Commitment to professional excellence and client service

Nice To Haves

Prior supervisory or management experience preferred
Agricultural, agribusiness, or closely held business experience highly desirable
Enjoys becoming a trusted advisor to business owners and families
Thinks strategically rather than transactionally
Values mentorship and helping others succeed
Takes ownership of client outcomes and engagement quality
Has an entrepreneurial mindset and leadership aspirations
Wants meaningful influence within a growing organization
Is interested in a long-term path toward partnership and firm leadership

Responsibilities

Lead complex tax planning and compliance engagements for individuals, partnerships, corporations, trusts, and agricultural operations
Develop proactive tax strategies that maximize opportunities and minimize risk
Research and resolve complex federal, state, and local tax matters
Stay current on changing tax regulations and advise clients accordingly
Serve as a trusted advisor to clients on tax, business, and financial matters
Mentor, coach, and develop tax professionals across the firm
Review technical work to ensure quality, accuracy, and compliance
Assist in training and professional development initiatives
Foster a culture of collaboration, accountability, and continuous improvement
Build and maintain strong, long-term client relationships
Meet regularly with clients to understand their goals and evolving needs
Identify opportunities to provide additional value through advisory services
Support business development and relationship-building initiatives
Contribute to the long-term growth and success of the practice