Tax Senior Manager

Wertz & Associates•Knoxville, TN

46d•Hybrid

About The Position

This is more than a traditional tax management role. It's an opportunity to work alongside firm leadership while serving as a trusted advisor to healthcare organizations, financial institutions, real estate companies, manufacturers, professional service firms, and closely held businesses throughout the country. The ideal candidate combines strong technical tax knowledge with leadership ability, business acumen, and a passion for helping clients and team members succeed. If you're looking for a high-visibility leadership opportunity with sophisticated client exposure, advancement potential, and a collaborative culture, we'd welcome a confidential conversation. As a Tax Senior Manager, you'll oversee complex tax planning, compliance, consulting, and advisory engagements while helping lead and grow one of the firm's core practice areas. You'll work directly with business owners, healthcare executives, investors, management teams, boards, and ownership groups while helping clients navigate complex tax, regulatory, and business matters. This role provides significant exposure to: Tax Advisory & Consulting, Federal & Multi-State Tax Planning, Pass-Through Entity Taxation, Business Strategy & Growth Planning, Healthcare Industry Tax Services, Financial Institution Tax Planning, Real Estate Tax Advisory, Team Leadership & Mentorship, Practice Growth & Business Development.

Requirements

CPA, EA, or comparable professional credential
7+ years of tax experience in public accounting, consulting, or corporate tax leadership
Strong tax planning and advisory experience
Experience managing complex client engagements
Proven leadership and mentoring capabilities
Excellent communication and client relationship skills
Strategic mindset and strong problem-solving abilities

Nice To Haves

Niche industry expertise
Significant tax planning experience
Leadership capabilities
Business development success
Expertise in healthcare, financial institutions, real estate, manufacturing, professional services, nonprofit organizations, closely held businesses, or high-net-worth business owners

Responsibilities

Lead sophisticated tax planning, compliance, and consulting engagements
Advise clients on complex federal, state, and local tax matters
Develop proactive planning strategies that support client growth and profitability
Serve as a trusted advisor to executives, ownership groups, and key stakeholders
Help clients navigate evolving tax regulations and business challenges
Build and maintain long-term client relationships
Deliver exceptional service and strategic guidance
Identify opportunities to expand client relationships and advisory services
Coordinate tax, accounting, advisory, and consulting engagements
Become a trusted resource for clients throughout the year
Manage and mentor tax professionals across multiple levels
Develop future managers, senior managers, and firm leaders
Review work product and provide technical guidance
Support recruiting, retention, and professional development efforts
Foster a culture focused on excellence, collaboration, and continuous learning
Participate in networking and business development activities
Support proposals, presentations, and client pursuits
Develop new business opportunities and referral relationships
Assist with strategic growth initiatives
Contribute to the continued success and expansion of the practice