Tax Manager, CPA

Wertz & Associates • Surprise, AZ

4d • Hybrid

About The Position

Our client, a respected and growing CPA and advisory firm, is seeking an experienced Tax Manager to join its Surprise office. This is more than a traditional tax management role. It's an opportunity to work directly with entrepreneurs, business owners, real estate investors, healthcare professionals, high-net-worth individuals, and closely held companies while providing strategic tax guidance, overseeing complex engagements, mentoring staff, and helping clients achieve their financial and business goals. The firm has built a reputation for delivering exceptional client service, technical expertise, and practical business solutions. As a Tax Manager, you'll play a key role in strengthening client relationships, developing future leaders, and contributing to the continued growth of the tax practice. If you're looking for a position that combines technical tax expertise, client advisory work, leadership responsibility, and meaningful career advancement opportunities, we'd welcome a confidential conversation. Many Tax Manager opportunities focus primarily on compliance and return review. This opportunity provides the ability to become a strategic advisor to clients while helping lead the future growth of the tax practice. You'll work directly with business owners and decision-makers, helping them identify planning opportunities, solve complex tax issues, and make better financial decisions while developing future leaders within the firm. The role offers the visibility, responsibility, and career trajectory that experienced public accounting professionals seek.

Requirements

• Active CPA license
• 5+ years of public accounting tax experience
• Experience reviewing individual and business tax returns
• Strong technical tax knowledge
• Excellent communication and client service skills
• Strong organizational and project management abilities
• Ability to lead teams and manage multiple priorities

Nice To Haves

• Advanced tax planning expertise
• Business development success
• Extensive experience managing complex client relationships

Responsibilities

• Prepare and review complex individual and business tax returns
• Oversee federal and multi-state tax compliance engagements
• Research and resolve technical tax matters
• Develop proactive tax-saving strategies for clients
• Stay current on evolving tax laws and regulations
• Build and maintain strong client relationships
• Provide year-round tax planning and consulting support
• Advise clients on business and financial decisions
• Communicate complex tax concepts in a practical and understandable way
• Deliver exceptional service and responsiveness
• Mentor, coach, and develop tax professionals
• Review work product and provide technical guidance
• Assist with workflow planning and resource management
• Foster collaboration and accountability across teams
• Support recruiting and professional development initiatives
• Manage multiple tax engagements simultaneously
• Monitor budgets, timelines, and deadlines
• Coordinate with internal teams and firm leadership
• Ensure quality standards are consistently achieved
• Address client concerns proactively and professionally

Benefits

• Competitive compensation package
• Performance-based bonus opportunities
• Flexible hybrid scheduling
• Health insurance
• 401(k) retirement plan
• Paid time off and holidays
• Life insurance
• Continuing education support
• Professional development opportunities
• Long-term advancement potential

What This Job Offers

• Job Type: Full-time
• Career Level: Manager
• Education Level: No Education Listed