Senior Tax Manager

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

Senior Tax Manager, CPA

Tax Advisory | Client Leadership | Partnership Track Opportunity

Compensation: $140,000–$190,000 Base + Performance Bonus + Partnership Path

Our client, a rapidly growing CPA and advisory firm with multiple offices throughout the Western United States, is seeking a Senior Tax Manager, CPA to join its leadership team in Butte, Montana.

This is more than a tax management position.

It's an opportunity for an experienced public accounting professional to step into a key leadership role, work directly with business owners and high-net-worth clients, mentor the next generation of accountants, and pursue a clearly defined path toward partnership.

The firm provides integrated tax planning, advisory, accounting, payroll, audit, wealth planning, and business consulting services. Their clients view them as trusted advisors who help drive financial success—not simply tax preparers.

Why This Opportunity Stands Out

• $140,000–$190,000 base salary
• Performance-based bonus opportunity
• Clear partnership-track potential
• Immediate client-facing impact and leadership responsibilities
• Diverse and sophisticated client base
• Strong culture centered around collaboration and professional growth
• Flexible work environment with genuine work-life balance
• Relocation assistance available
• Opportunity to help shape the future of a growing firm

Exceptional candidates with significant public accounting leadership experience and proven business-development capabilities may be considered above the posted range.

The Opportunity

As Senior Tax Manager, you will serve as a trusted advisor to clients while helping lead and develop a growing tax team.

You'll work closely with entrepreneurs, family-owned businesses, investors, and high-net-worth individuals to provide sophisticated tax planning and strategic financial guidance.

This role offers a unique blend of:

• Tax Advisory & Planning
• Client Relationship Management
• Team Leadership & Mentorship
• Business Development
• Practice Growth
• Future Firm Leadership

Key Responsibilities

Client Advisory & Tax Strategy

• Lead complex tax planning engagements for business and individual clients
• Develop proactive tax strategies designed to minimize liability and maximize long-term value
• Review tax returns for individuals, partnerships, corporations, trusts, 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

Leadership & Team Development

• Mentor, coach, and develop tax professionals across the firm
• Review technical work and maintain exceptional quality standards
• Help drive operational excellence and continuous improvement
• Foster a collaborative and high-performance team culture

Business Development & Practice Growth

• Build and strengthen long-term client relationships
• Meet regularly with new and existing clients
• Identify opportunities to expand service offerings
• Participate in networking, community involvement, and referral development
• Contribute to the strategic growth of the practice and firm

Qualifications

• Active CPA license required
• Bachelor's degree in Accounting or related field
• 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 exceptional attention to detail
• Desire to play a meaningful role in the long-term growth of the firm

Who Thrives Here?

The ideal candidate:

• Enjoys working directly with clients and becoming their trusted advisor
• Thinks strategically rather than transactionally
• Loves developing people and helping teams succeed
• Wants greater influence than a traditional manager role provides
• Is interested in a future path toward partnership and ownership
• Appreciates a firm culture that values both excellence and authenticity

Benefits

• 401(k) with company match
• 100% employer-paid medical, dental, and vision insurance
• Company-paid life insurance
• Health Savings Account (HSA)
• Flexible Spending Account (FSA)
• Generous paid time off and paid holidays
• Flexible scheduling
• Relocation assistance
• Leadership development and advancement opportunities

About Our Client

Our client has built a reputation for providing sophisticated tax, accounting, and advisory solutions while maintaining the personalized service and relationships of a local firm. Their continued growth has created outstanding opportunities for professionals looking to expand their impact, grow their careers, and ultimately become future leaders within the organization.

They serve privately held businesses, entrepreneurs, investors, families, and individuals through an integrated approach that combines tax planning, compliance, business consulting, wealth advisory, and strategic financial guidance.