Tax Manager, CPA

Wertz & Associates • Hudson, WI

5d • Hybrid

About The Position

Our client, a highly respected CPA and advisory firm with a history dating back to 1947, is seeking an experienced Tax Manager to join its growing Hudson office. This is more than a traditional Tax Manager role. It's an opportunity to become a trusted advisor to business owners, entrepreneurs, closely held businesses, families, and high-net-worth clients while helping lead a talented team, develop future professionals, and contribute to the continued growth of a firm that genuinely values both professional success and personal well-being. As the firm continues to experience strong growth, leadership is committed to investing in its people, culture, and long-term future. Professionals enjoy meaningful client relationships, leadership accessibility, career advancement opportunities, and a work environment that supports both career achievement and life outside the office. If you're looking for a leadership opportunity where your expertise, ideas, and contributions are valued, we'd welcome a confidential conversation.

Founded in 1947, our client has built a reputation as one of Wisconsin's most respected accounting and advisory firms. The firm provides a comprehensive suite of services including: Tax Planning & Compliance, Business Advisory Services, Audit & Assurance, Outsourced Accounting, Estate & Succession Planning, and Financial Consulting. With multiple offices throughout Wisconsin and a strong client retention rate, the firm has developed long-standing relationships with businesses, families, nonprofits, and organizations throughout the region. Their philosophy is simple: invest in people, create exceptional client experiences, and build careers that last.

As a Tax Manager, you'll serve as a key leader within the tax practice while advising business owners, executives, entrepreneurs, and individual clients on complex tax matters and strategic planning initiatives. You'll have exposure to: Individual & Business Taxation, Partnership & S-Corporation Taxation, Fiduciary & Trust Taxation, Tax Planning & Consulting, Multi-Entity Business Structures, Client Advisory Services, and Team Development & Leadership. This role combines technical tax expertise with client advisory responsibilities and leadership opportunities.

Requirements

• Bachelor's Degree in Accounting, Finance, or related field
• Active CPA license
• 5+ years of public accounting tax experience
• Strong knowledge of federal and state tax regulations
• Experience reviewing individual and business tax returns
• Excellent communication and client service skills
• Strong project management and organizational abilities

Nice To Haves

• Advanced tax planning expertise
• Business development experience
• Trust and estate taxation experience
• Significant leadership capabilities

Responsibilities

• Review and prepare complex individual, business, and fiduciary tax returns
• Develop proactive tax planning strategies and recommendations
• Identify opportunities to reduce tax liabilities and improve client outcomes
• Research federal, state, and local tax issues
• Assist clients with year-round planning and strategic decision-making
• Build and maintain long-term client relationships
• Work directly with business owners and decision-makers
• Gather information necessary for tax compliance and planning engagements
• Serve as a trusted advisor on tax and business matters
• Ensure exceptional client service and timely communication
• Train, mentor, and develop staff accountants and tax professionals
• Review work product and provide constructive feedback
• Assist with onboarding and professional development initiatives
• Help build future leaders within the organization
• Foster collaboration and accountability within the team
• Stay current on evolving tax laws and regulations
• Conduct complex tax research projects
• Provide guidance on technical tax matters
• Ensure compliance with firm quality standards and professional requirements
• Maintain expertise across a variety of tax disciplines

Benefits

• Competitive compensation package
• Performance-based bonus opportunities
• Flexible work environment
• Family-friendly scheduling
• Comprehensive benefits package
• Continuing education and CPA support
• Professional development opportunities
• Leadership training and mentorship
• Career advancement opportunities
• Collaborative team environment
• Strong work-life balance culture

What This Job Offers

• Job Type: Full-time
• Career Level: Manager