Senior Tax Advisor / Tax Manager

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

Job summary

Wertz & Associates in Meridian, Idaho is seeking a Senior Tax Advisor/Tax Manager who will work closely with business owners to provide proactive tax planning and advisory services. This role blends tax compliance with strategy, business consulting, and long-term client relationships.

The position offers a base salary with bonus potential and opportunities for advancement within a collaborative team environment.

Qualifications

• 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 for clients.
• 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 communication

Tax planning

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