Senior Tax Advisor / Tax Manager

Wertz & Associates; Boise (ID); On-site; USD 80,000 - 150,000; Full time

Job summary

Wertz & Associates in Meridian, Idaho, seeks a Senior Tax Advisor / Tax Manager to blend tax compliance with proactive planning and business advisory services. You will work directly with business owners and individuals to deliver value beyond traditional tax returns.

This role offers opportunities to mentor staff, develop tax strategies, and expand advisory services within a collaborative, growth-focused firm.

Qualifications

• Bachelor's Degree in Accounting or related field
• 3+ years of public accounting tax experience
• Experience with individual and business tax returns
• Strong communication and client-facing skills

Responsibilities

• Prepare and review individual and business tax returns
• Develop proactive tax planning strategies
• Perform tax projections and consulting engagements
• Advise business owners on tax and financial matters
• Research tax issues and provide practical solutions
• Manage client relationships and serve as a trusted advisor
• Mentor staff and review work (senior-level candidates)

Skills

Public accounting tax

Client-facing communication

Tax planning

Advisory services

Education

Bachelor's Degree in Accounting

Job description

Senior Tax Advisor / Tax Manager

Tax Planning | Business Advisory | Public Accounting

Compensation: $80,000 - $150,000+ Base + Bonus
Location: Meridian, Idaho (In-Office)

Ready to Move Beyond Tax Compliance?

Our client is a growing public accounting firm seeking a Tax Advisor, Senior Tax Accountant, CPA, EA, or Tax Manager who wants to work directly with business owners and provide proactive tax planning and advisory services.

This role offers a blend of tax compliance, tax strategy, business consulting, and long-term client relationship management. You'll work with closely held businesses, entrepreneurs, and individual clients while becoming a trusted advisor rather than simply a tax preparer.

Why This Opportunity?

• Base salary up to $150,000+
• Bonus opportunities
• Direct access to business owners and decision-makers
• Significant tax planning and advisory exposure
• Diverse mix of individual and business clients
• Clear advancement opportunities
• Collaborative team environment
• Year-round client interaction

Responsibilities

• Prepare and review individual and business tax returns
• Develop proactive tax planning strategies
• Perform tax projections and consulting engagements
• Advise business owners on tax and financial matters
• Research tax issues and provide practical solutions
• Manage client relationships and serve as a trusted advisor
• Mentor staff and review work (senior-level candidates)

Qualifications

Required

• Bachelor's Degree in Accounting or related field
• 3+ years of public accounting tax experience
• Experience with individual and business tax returns
• Strong communication and client-facing skills

Preferred

• CPA or EA designation
• Tax planning experience
• Business advisory experience
• Experience working directly with business owners

Who Thrives Here?

• Enjoys working directly with clients
• Wants to provide advisory services, not just compliance
• Passionate about tax planning and problem-solving
• Values relationship-based accounting
• Seeking long-term career growth within public accounting