Senior Tax Manager

Wertz & Associates; Charlotte (NC); Hybrid; USD 160,000 - 220,000; Full time

Benefits offered by this job

Competitive compensation package

Performance-based bonus opportunities

Flexible work arrangements

Professional development and training

Advancement opportunities within a top

Job summary

Wertz & Associates, a nationally recognized advisory firm, seeks a Tax Senior Manager in Charlotte to lead complex tax planning, compliance, and advisory engagements. You will engage with business owners, healthcare systems, financial institutions, real estate operators, and manufacturers, guiding strategy and tax optimization with a collaborative team.

This leadership role offers significant client exposure and advancement potential.

Qualifications

• CPA, EA, or comparable credential.
• 7+ years of tax experience in public accounting, consulting, or corporate tax leadership.
• Strong tax planning and advisory experience.
• Experience managing complex client engagements.
• Proven leadership and mentoring abilities.
• Excellent communication and relationship-building skills.

Responsibilities

• Lead sophisticated tax planning, compliance, and advisory engagements.
• Advise clients on complex tax matters and strategic business decisions.
• Develop proactive strategies that improve client outcomes and tax efficiency.
• Serve as a trusted resource for executives, ownership groups, and leadership teams.
• Assist clients in navigating evolving tax regulations and business challenges.
• Build and strengthen long-term client relationships.
• Deliver exceptional client service and strategic guidance.
• Identify opportunities to expand services and deepen client relationships.
• Coordinate tax, advisory, accounting, and consulting engagements.
• Become a trusted advisor on business and tax matters.

Skills

Leadership

Client relationship management

Tax planning advisory

Communication

Problem solving

Education

CPA, EA or equivalent credential

Job description

Tax Senior Manager

Strategic Tax Advisory | Client Leadership | Team Development | National Consulting Platform

Compensation: $160,000-$220,000 Base + Performance Bonus + Long-Term Leadership Growth

Location: Charlotte, North Carolina
Schedule: Flexible Hybrid

Our client, a nationally recognized consulting, tax, accounting, audit, and advisory firm, is seeking an experienced Tax Senior Manager to join its growing Charlotte office.

This is more than a traditional tax management role.

It's an opportunity to serve as a trusted advisor to business owners, healthcare organizations, financial institutions, real estate companies, manufacturers, and professional service firms while helping lead a high-performing tax practice within one of the country's most respected independent advisory firms.

The ideal candidate brings strong technical tax expertise, leadership capabilities, client relationship skills, and a passion for helping both clients and team members succeed.

If you're looking for a visible leadership role with sophisticated client work, strong advancement opportunities, and a highly collaborative culture, we'd welcome a confidential conversation.

Why This Opportunity Stands Out

• $160,000-$220,000 base salary
• Performance-based bonus opportunity
• Significant leadership responsibilities
• National platform with entrepreneurial culture
• Diverse and sophisticated client base
• Opportunity to mentor and develop future leaders
• Strong client advisory focus
• Exposure to complex tax consulting engagements
• Clear path toward Principal and Partner-level opportunities
• Collaborative, growth-oriented environment

Exceptional candidates with niche industry expertise, advanced tax planning experience, business-development success, or leadership experience may be considered above the posted compensation range.

The Opportunity

As a Tax Senior Manager, you'll oversee complex tax planning, compliance, consulting, and advisory engagements while serving as a key leader within the tax practice.

You'll work directly with business owners, executive teams, investors, healthcare systems, financial institutions, real estate operators, and privately held companies while helping them navigate complex tax matters and strategic business decisions.

This role offers significant exposure to:

• Tax Advisory & Consulting
• Federal & Multi-State Tax Planning
• Pass-Through Entity Taxation
• Business Strategy & Growth Planning
• Healthcare & Real Estate Tax Services
• Client Relationship Management
• Team Leadership & Mentorship
• Practice Growth & Business Development

Key Responsibilities

Strategic Tax Advisory

• Lead sophisticated tax planning, compliance, and consulting engagements
• Advise clients on complex tax matters and strategic business decisions
• Develop proactive strategies that improve client outcomes and tax efficiency
• Serve as a trusted resource for executives, ownership groups, and leadership teams
• Assist clients in navigating evolving tax regulations and business challenges

Client Relationship Management

• Build and strengthen long-term client relationships
• Deliver exceptional client service and strategic guidance
• Identify opportunities to expand services and deepen client relationships
• Coordinate tax, advisory, accounting, and consulting engagements
• Become a trusted advisor on business and tax matters

Leadership & Team Development

• Manage and mentor tax professionals across multiple levels
• Develop future managers, senior managers, and firm leadersReview work product and provide technical guidance
• Foster a collaborative culture focused on excellence and client service
• Assist with recruiting, onboarding, and retention initiatives

Practice Growth

• Participate in networking and business development efforts
• Assist with proposals, presentations, and client pursuits
• Develop new client opportunities and referral relationships
• Support strategic growth initiatives across the practice
• Contribute to the continued success and expansion of the firm's tax services

Industry Exposure

Professionals in this role work with organizations across a variety of industries, including:

• Healthcare
• Financial Institutions
• Real Estate
• Manufacturing
• Professional Services
• Closely Held Businesses
• High-Net-Worth Owners and Investors
• Nonprofit Organizations

Candidates with expertise in one or more of these industries will find significant opportunities for specialization and advancement.

Qualifications

Required

• CPA, EA, or comparable professional credential
• 7+ years of tax experience in public accounting, consulting, or corporate tax leadership
• Strong tax planning and advisory experience
• Experience managing complex client engagements
• Proven leadership and mentoring abilities
• Excellent communication and relationship-building skills
• Strong analytical and problem-solving capabilities

Who Thrives Here?

The ideal candidate:

• Thinks like a business advisor rather than simply a tax professional
• Enjoys developing long-term client relationships
• Has a passion for leadership and mentoring
• Wants meaningful influence within a growing practice
• Enjoys solving complex business and tax challenges
• Values collaboration and continuous improvement
• Has aspirations for future Principal or Partner-level leadership

Benefits

• Competitive compensation package
• Performance-based bonus opportunities
• Comprehensive medical, dental, and vision coverage
• Retirement savings programs
• Professional development and leadership training
• Continuing education support
• Flexible work arrangements
• Advancement opportunities within a nationally recognized organization
• Collaborative and team-oriented culture
• Access to industry-leading specialists and resources

About Our Client

Our client is one of the nation's leading independent advisory, tax, consulting, accounting, and audit firms. Through a combination of technical expertise, innovative thinking, and client-centered service, the firm helps organizations across the United States solve complex business, financial, compliance, and tax challenges.

The organization has built a reputation for excellence within healthcare, financial institutions, real estate, manufacturing, professional services, and other growth-oriented sectors. Professionals benefit from working alongside recognized industry experts while gaining exposure to sophisticated client engagements and meaningful career advancement opportunities.

As a member of a global advisory network with affiliate firms in more than 150 countries, the firm provides both national reach and international resources while maintaining a highly collaborative culture focused on client success and employee growth.

If you're a Tax Senior Manager seeking a leadership-focused opportunity with outstanding client exposure, strong earning potential, and a clear path toward Principal-level advancement, we'd love to speak with you confidentially.