Tax Manager, CPA/EA

Wertz & AssociatesBrookfield, 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 Brookfield office. This is more than a traditional tax management role. It's an opportunity to serve as a trusted advisor to business owners, executives, entrepreneurs, and high-net-worth individuals while leading complex tax engagements, developing talented professionals, and helping clients navigate important financial and business decisions. The firm has built a culture centered around collaboration, continuous development, exceptional client service, and helping both employees and clients thrive. As a Tax Manager, you'll play a visible leadership role while working alongside firm leaders to deliver proactive tax planning, consulting, and advisory services. If you're seeking a leadership opportunity that combines technical tax expertise, client relationship management, staff development, and long-term career growth, we'd welcome a confidential conversation.

Requirements

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

Nice To Haves

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

Responsibilities

  • Lead complex tax planning and compliance engagements
  • Develop tax strategies designed to minimize liabilities and maximize value
  • Research and resolve sophisticated federal and state tax matters
  • Advise clients on business decisions, entity structure, and tax implications
  • Deliver proactive, year-round tax planning solutions
  • Serve as a trusted advisor to business owners and executives
  • Build and strengthen long-term client relationships
  • Provide consultative guidance on financial and tax matters
  • Identify opportunities to expand client services
  • Maintain exceptional client satisfaction and retention
  • Lead, mentor, and develop tax professionals across multiple levels
  • Review work product and provide technical guidance
  • Support employee growth through coaching and performance development
  • Foster a collaborative, high-performing culture
  • Help build future leaders within the tax practice
  • Manage engagement workflows, staffing, budgets, and deadlines
  • Ensure quality standards and compliance requirements are met
  • Oversee engagement profitability and resource allocation
  • Support operational improvements and process efficiencies
  • Collaborate with leadership on strategic initiatives
  • Strengthen relationships with referral sources and clients
  • Identify growth opportunities within existing accounts
  • Participate in networking and professional organizations
  • Support business development and marketing initiatives
  • Contribute to the firm's continued growth and success

Benefits

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