Senior Tax Leader | CPA | Hybrid | Path to Partnership

Wertz & Associates; Saint Louis (MI); Hybrid; USD 160,000 - 210,000; Full time

Benefits offered by this job

Annual performance bonus

Job summary

Wertz & Associates, a respected public accounting and advisory firm in St. Louis, Missouri, seeks a Senior Tax Manager (CPA) to lead complex tax engagements for high-net-worth and business clients.

The role emphasizes advisory leadership, client relationship management, and team development. You will mentor the tax team, drive strategic planning, and partner with firm leadership to guide growth and client service excellence.

Qualifications

• Active CPA license
• Bachelor's Degree in Accounting, Finance, or related field
• 8+ years of public accounting tax experience
• Experience managing client relationships and tax engagements
• Strong technical tax research and planning capabilities
• Proven leadership and mentoring experience
• Excellent communication and presentation skills

Responsibilities

• Lead complex tax planning and compliance engagements
• Review sophisticated business and individual tax returns
• Develop proactive tax strategies that minimize liabilities and maximize value
• Advise clients on business transactions, entity structure, and tax implications
• Research and resolve complex federal and state tax matters
• Mentor Tax Managers, Seniors, and Staff Accountants
• Oversee engagement profitability, workflow, and deadlines
• Foster firm growth and client development efforts

Skills

Tax planning

Client relationship management

Team leadership & mentoring

Tax research

Strategic advisory

Education

Bachelor's Degree in Accounting, Finance, or related field

Active CPA license

Job description

Wertz & Associates, a respected public accounting and advisory firm in St. Louis, Missouri, seeks a Senior Tax Manager (CPA) to lead complex tax engagements for high-net-worth and business clients.

The role emphasizes advisory leadership, client relationship management, and team development. You will mentor the tax team, drive strategic planning, and partner with firm leadership to guide growth and client service excellence.