Tax Manager, CPA/EA

Wertz & AssociatesMadison, WI
Hybrid

About The Position

Our client, a leading public accounting and advisory firm recognized as a Great Place to Work®, is seeking an experienced Tax Manager to join its growing Madison office. This is more than a traditional tax management role. It's an opportunity to become a trusted advisor to business owners, entrepreneurs, executives, and high-net-worth individuals while leading sophisticated tax engagements, mentoring talented professionals, and helping clients navigate critical financial and business decisions. The firm has built a strong reputation for delivering exceptional client service while fostering a collaborative culture focused on professional growth, flexibility, and long-term career success. As a Tax Manager, you'll enjoy meaningful client interaction, leadership responsibilities, and the opportunity to contribute to the continued growth of a highly respected regional firm. If you're seeking a leadership position that combines technical tax expertise, relationship management, team development, and advancement potential, we'd welcome a confidential conversation. This role provides an outstanding blend of technical expertise, client service, and leadership responsibility. You'll serve as a trusted advisor and leader within the tax practice while overseeing complex engagements and supporting client growth initiatives. You'll gain exposure to Advanced Tax Planning, Business Entity Taxation, Partnership Taxation, S-Corporation Taxation, Corporate Taxation, Individual & High-Net-Worth Tax Planning, Tax Research & Consulting, Client Relationship Management, Staff Development & Leadership, and Practice Growth Initiatives.

Requirements

  • CPA, EA, or equivalent professional certification
  • Bachelor's Degree in Accounting or related field
  • 5+ years of public accounting tax experience
  • Strong technical tax planning and compliance knowledge
  • Experience managing client relationships and engagements
  • Proven leadership and staff development experience
  • Excellent communication and project management skills

Nice To Haves

  • Advanced tax planning expertise
  • Niche industry specialization
  • Business development success
  • Extensive client advisory experience

Responsibilities

  • Lead complex tax planning and compliance engagements
  • Develop proactive strategies to minimize tax exposure and maximize client value
  • Advise clients on business structure, transactions, and growth initiatives
  • Research and resolve complex federal and state tax issues
  • Deliver year-round advisory support and planning recommendations
  • Build and maintain long-term client relationships
  • Serve as a trusted resource for business owners and executives
  • Communicate complex tax concepts in a clear, consultative manner
  • Identify opportunities to expand service offerings
  • Ensure exceptional client service and responsiveness
  • Mentor, coach, and develop tax professionals
  • Review work product and provide technical guidance
  • Support staff development and performance management
  • Foster collaboration and accountability across engagement teams
  • Help develop future leaders within the tax practice
  • Manage engagement workflows, deadlines, budgets, and profitability
  • Oversee quality control and compliance standards
  • Coordinate internal resources and project execution
  • Support operational improvements and efficiency initiatives
  • Collaborate with firm leadership on strategic objectives
  • Strengthen client and referral relationships
  • Participate in networking and professional organizations
  • Identify growth opportunities within existing client relationships
  • Support business development and marketing initiatives
  • Contribute to firm growth and market expansion

Benefits

  • Competitive compensation package
  • Performance bonus opportunities
  • Profit-sharing program
  • Lifestyle Spending Account
  • Comprehensive healthcare options
  • Retirement savings programs
  • Paid time off and holidays
  • Summer Fridays off
  • Continuing education support
  • Leadership development programs
  • Great Place to Work® culture
  • Strong advancement opportunities
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