Tax Supervisor, CPA

Wertz & Associates • Madison, WI

45d • 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 Madison 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 tax engagements, mentoring staff, and developing the technical and leadership skills necessary for advancement into Tax Manager and senior leadership positions. The firm has built a reputation for combining exceptional client service with a collaborative culture that prioritizes employee development, flexibility, and long-term career success. As a Tax Supervisor, you'll work closely with managers, principals, and clients to deliver proactive tax planning, consulting, and advisory services throughout the year. If you're looking for the next step in your public accounting career and want a visible 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
• Great Place to Work® culture

What This Job Offers

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