Tax Manager, CPA

Wertz & Associates • Lincoln, NE

21h • Hybrid

About The Position

Our client, a highly respected and long-established CPA and advisory firm, is seeking an experienced Tax Manager to join its Lincoln, Nebraska office. This is more than a traditional Tax Manager position. It's an opportunity to join a firm that is deeply committed to employee growth, mentorship, client relationships, and long-term career development. Whether your goal is to deepen your technical expertise, become a recognized industry specialist, grow into firm leadership, or ultimately pursue partnership, this firm provides the support and opportunities to help you get there. What truly sets this opportunity apart is the culture. While many public accounting firms continue to demand excessive hours, this firm is committed to maintaining a sustainable environment. During tax season, employees generally work approximately 47-hour weeks, creating a much healthier balance than many firms in the public accounting industry. The firm serves clients across a diverse range of industries, including: Agriculture, Construction & Contracting, Manufacturing, Healthcare, Not-for-Profit Organizations, Government Entities, Colleges & Universities, Dealerships, and Privately Held Businesses. Professionals are encouraged to develop areas of specialization and become trusted advisors within their industries of interest. As a Tax Manager, you'll serve as a key advisor to clients while helping lead engagement teams and supporting the continued growth of the practice. This role offers an ideal balance of technical tax work, advisory responsibilities, leadership, and career advancement.

Requirements

• Active CPA license
• Bachelor's Degree in Accounting or related field
• 5+ years of public accounting tax experience
• Experience reviewing complex tax returns
• Strong tax planning and advisory skills
• Experience managing client engagements
• Excellent communication and relationship management abilities

Nice To Haves

• Enjoys building long-term client relationships
• Wants meaningful leadership responsibilities
• Values mentorship and professional growth
• Enjoys helping businesses solve complex challenges
• Wants to specialize within an industry niche
• Appreciates a healthy work-life balance
• Seeks a long-term career path with advancement opportunities

Responsibilities

• Develop proactive tax planning strategies for clients
• Research and resolve complex tax issues
• Provide guidance on business and financial decisions
• Identify tax-saving opportunities and planning initiatives
• Assist clients in achieving long-term business objectives
• Serve as a trusted advisor to business owners and executives
• Develop and maintain long-term client relationships
• Participate in client meetings and planning discussions
• Deliver exceptional service and responsiveness
• Identify opportunities to expand services and strengthen relationships
• Review complex individual and business tax returns
• Oversee engagement quality and compliance
• Ensure adherence to federal and state tax regulations
• Manage multiple client engagements and deadlines
• Assist with technical tax research and special projects
• Supervise and mentor accounting professionals
• Review work product and provide coaching
• Assist in training and professional development initiatives
• Help develop future firm leaders
• Foster collaboration and accountability across teams

Benefits

• Competitive compensation package
• Performance-based bonus opportunities
• Flexible hybrid scheduling
• Manageable busy season expectations
• Continuing education support
• CPA development and leadership training
• Strong mentorship culture
• Advancement opportunities
• Collaborative and supportive work environment

What This Job Offers

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