Senior Tax Manager

Wertz & Associates; Chattanooga (TN); Hybrid; USD 120,000 - 150,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

401(k) with employer match

Generous PTO

Job summary

Wertz & Associates in Chattanooga, TN is seeking a Senior Tax Manager to join its leadership team. You will guide tax planning, oversee client engagements, and help drive firm growth.

This role blends technical expertise with advisory leadership, mentoring staff and partnering with business owners to optimize tax outcomes. Flexible hybrid schedule and strong work-life balance are emphasized.

Qualifications

• Bachelor's Degree in Accounting or related field.
• CPA license strongly preferred.
• 7+ years of public accounting tax experience.
• Experience reviewing complex individual and business tax returns.
• Strong tax planning and advisory background.
• Experience managing client relationships.
• Excellent communication and leadership abilities.
• Strong project management and organizational skills.

Responsibilities

• Develop proactive tax planning strategies for business and individual clients.
• Provide guidance on entity structure and business transactions.
• Research and resolve complex tax matters.
• Identify tax-saving opportunities and planning initiatives.
• Help clients achieve long-term financial and business objectives.
• Lead client meetings and strategic planning discussions.
• Build and maintain long-term client relationships.
• Deliver exceptional service and responsiveness.

Skills

Tax planning

Leadership

Client relationships

Communication

Project management

Education

Bachelor's Degree in Accounting

CPA license

Job description

Senior Tax Manager

Tax Planning | Business Advisory | Partner Track Opportunity | Exceptional Work-Life Balance

Compensation: $120,000 - $150,000+ Base + Performance Bonus Opportunities

Location: Chattanooga, Tennessee
Schedule: Flexible Hybrid

Our client, a respected CPA and advisory firm serving the Chattanooga market for more than two decades, is seeking an experienced Senior Tax Manager to join its leadership team.

This is more than a traditional tax leadership role.

It's an opportunity to become a trusted advisor to business owners, entrepreneurs, closely held companies, and high-net-worth individuals while helping lead a firm that prioritizes relationships, service, professional growth, and work-life balance.

The firm has built a strong reputation throughout the Chattanooga business community by delivering personalized tax, accounting, and advisory services. Unlike larger firms where professionals can become highly specialized and disconnected from clients, this firm encourages meaningful client relationships, strategic planning discussions, and direct involvement in helping businesses succeed.

Why This Opportunity Stands Out

• $120,000 - $150,000+ base salary
• Performance-based bonus opportunities
• Flexible hybrid work environment
• Partner-track opportunity
• Established and respected Chattanooga CPA firm
• Strong advisory and consulting focus
• Direct interaction with business owners and decision-makers
• Leadership responsibilities and staff development
• Technology-forward, paperless office
• Strong emphasis on work-life balance
• Collaborative and supportive culture
• Opportunity to help shape the future of the firm

About the Firm

Our client provides a broad range of services to businesses and individuals throughout the region, including:

• Tax Planning & Preparation
• Business Advisory Services
• Accounting & Bookkeeping
• Financial Statement Services
• Business Valuation Support
• Litigation Support Services
• QuickBooks Consulting
• Strategic Business Planning

The firm is built on a relationship-first philosophy and works closely with clients throughout the year to provide proactive advice and practical business solutions.

The Opportunity

As a Senior Tax Manager, you'll serve as a key advisor and leader within the tax practice while helping clients navigate increasingly complex financial and tax matters.

You'll gain exposure to:

• Individual Taxation
• Partnership Taxation
• S-Corporation Taxation
• C-Corporation Taxation
• Multi-State Tax Matters
• Business Advisory Services
• Tax Planning Strategies
• Entity Structure Planning
• Client Relationship Management
• Leadership & Team Development

This role provides an ideal blend of technical tax expertise, strategic advisory work, leadership responsibilities, and practice development.

Key Responsibilities

Tax Planning & Advisory

• Develop proactive tax planning strategies for business and individual clients
• Provide guidance on entity structure and business transactions
• Research and resolve complex tax matters
• Identify tax-saving opportunities and planning initiatives
• Help clients achieve long-term financial and business objectives

Client Relationship Management

• Serve as a trusted advisor to business owners and executives
• Lead client meetings and strategic planning discussions
• Build and maintain long‑term client relationships
• Deliver exceptional service and responsiveness
• Identify opportunities to expand client services

Tax Compliance & Review

• Review complex individual and business tax returns
• Ensure compliance with federal, state, and local tax regulations
• Manage engagement quality and technical accuracy
• Oversee deadlines, workflow, and client deliverables
• Assist with IRS and state tax matters

Leadership & Staff Development

• Supervise, mentor, and develop tax professionals
• Review work product and provide feedback
• Support recruiting, training, and staff development initiatives
• Foster a collaborative and growth‑oriented culture
• Help build the next generation of firm leaders

Qualifications

Required

• Bachelor's Degree in Accounting or related field
• CPA license strongly preferred
• 7+ years of public accounting tax experience
• Experience reviewing complex individual and business tax returns
• Strong tax planning and advisory background
• Experience managing client relationships
• Excellent communication and leadership abilities
• Strong project management and organizational skills

Who Thrives Here?

The ideal candidate:

• Enjoys building long‑term client relationships
• Wants meaningful leadership responsibilities
• Has a passion for tax planning and advisory services
• Enjoys mentoring and developing staff
• Values work‑life balance
• Thrives in a collaborative environment
• Wants a realistic path toward partnership

Benefits

• Competitive compensation package
• Performance‑based bonus opportunities
• Health insurance
• Dental insurance
• Vision insurance
• 401(k) with employer match
• Generous PTO policy
• Flexible work schedule
• Continuing education support
• Partner‑track opportunities
• Technology‑forward work environment
• Collaborative and team‑focused culture

What Makes This Opportunity Different?

Many Senior Tax Manager roles focus almost exclusively on compliance work and managing deadlines.

This opportunity offers meaningful involvement in tax planning, business advisory services, client relationship development, staff leadership, and long‑term strategic growth. You'll work closely with business owners and decision‑makers while helping clients make informed financial decisions that impact the future of their organizations.

The combination of strong culture, flexibility, client interaction, leadership opportunities, and partner‑track potential makes this one of the more attractive public accounting leadership opportunities in the Chattanooga market.

About Our Client

Our client is a respected CPA and advisory firm known for exceptional client service, long‑standing business relationships, and a people‑first culture. Through mentorship, collaboration, and a commitment to helping both clients and employees thrive, the firm has built an environment where experienced professionals can enjoy meaningful work while continuing to grow their careers.