Tax Supervisor, CPA

Wertz & Associates • Brookfield, WI

44d • 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 Supervisor to join its growing Brookfield office. This is more than a traditional tax role. It's an opportunity to become a trusted advisor to business owners, entrepreneurs, and high-net-worth individuals while leading client engagements, mentoring staff, and developing the technical and leadership skills necessary for advancement into Tax Manager and senior leadership roles. The firm has built a reputation for combining exceptional client service with a collaborative culture that prioritizes employee growth, flexibility, and professional development. As a Tax Supervisor, you'll work closely with managers, principals, and clients to deliver proactive tax strategies and year-round advisory support. If you're looking for the next step in your public accounting career and want a leadership opportunity with meaningful client interaction, we'd welcome a confidential conversation.

Requirements

• Bachelor's Degree in Accounting or related field
• 3+ years of public accounting tax experience
• Strong technical tax knowledge
• Experience reviewing tax returns and supporting client engagements
• Excellent verbal and written communication skills
• Strong organizational and project management abilities
• Commitment to exceptional client service

Nice To Haves

• Advanced tax planning expertise
• Niche industry experience
• Significant client advisory experience

Responsibilities

• Review complex business and individual tax returns
• Identify tax-saving opportunities and planning strategies
• Research tax issues and provide practical recommendations
• Ensure compliance with federal, state, and local tax regulations
• Assist clients with year-round tax planning initiatives
• Serve as a trusted advisor to clients
• Provide consultative solutions to business and tax challenges
• Build and maintain strong client relationships
• Communicate complex tax concepts in a clear and actionable manner
• Help clients achieve financial and business objectives
• Mentor, coach, and develop staff accountants and seniors
• Review work product and provide constructive feedback
• Support training and professional development efforts
• Help build a collaborative and high-performing team culture
• Assist with engagement planning and workflow management
• Coordinate tax engagements from start to finish
• Monitor project timelines and budgets
• Ensure high-quality client deliverables
• Maintain strong communication with clients and internal stakeholders
• Support operational efficiency and best practices

Benefits

• Competitive compensation package
• Annual 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
• Mentorship and career coaching

What This Job Offers

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