Senior Tax Leader to Partner Track | Client Leadership

Wertz & Associates; Bozeman (MT); On-site; USD 140,000 - 190,000; Full time

Benefits offered by this job

401(k) with company match

Full medical, dental, and vision

Company-paid life insurance

Health Savings Account (HSA)

Flexible Spending Account (FSA)

Paid time off and holidays

Flexible scheduling

Relocation assistance

Leadership development and advancement

Job summary

Wertz & Associates in Bozeman, MT is seeking a Senior Tax Manager, CPA to join its leadership team. You will lead complex tax engagements, mentor staff, and partner with business owners and high-net-worth clients to deliver strategic tax planning and advisory services.

This role offers a clear path toward partnership, with a leadership-focused career track and a flexible work environment within a growing firm. Immediate client-facing impact and growth opportunities are available.

Qualifications

• Active CPA license is required.
• 7+ years of public accounting tax experience.
• Strong experience with individual, partnership, corporate, and fiduciary taxation.
• Proven ability to manage client relationships and lead engagements.
• Experience mentoring and developing staff.
• Excellent interpersonal and communication skills.
• High-ownership mindset with a view toward long-term growth.

Responsibilities

• Lead complex tax planning engagements for business and individual clients.
• Develop proactive tax strategies to minimize liability and maximize value.
• Review tax returns for individuals, partnerships, corporations, and fiduciaries.
• Stay current on federal and state tax developments and advise clients accordingly.
• Serve as a trusted advisor on tax, financial, and business matters.
• Mentor, coach, and develop tax professionals across the firm.
• Review technical work and maintain high quality standards.
• Help drive operational excellence and foster a collaborative, high-performance culture.
• Build and strengthen long-term client relationships; meet with clients regularly.
• Identify opportunities to expand service offerings and participate in networking.

Skills

Active CPA license

Client relationships

People leadership

Interpersonal communication

Business development

Strategic tax planning

Mentoring staff

Education

Bachelor's degree in Accounting or related field

Job description

Wertz & Associates in Bozeman, MT is seeking a Senior Tax Manager, CPA to join its leadership team. You will lead complex tax engagements, mentor staff, and partner with business owners and high-net-worth clients to deliver strategic tax planning and advisory services.

This role offers a clear path toward partnership, with a leadership-focused career track and a flexible work environment within a growing firm. Immediate client-facing impact and growth opportunities are available.