Senior Tax Manager

Wertz & Associates; Tampa (FL); Hybrid; USD 160,000 - 220,000; Full time

Benefits offered by this job

Competitive compensation

Performance-based bonus

Flexible work arrangements

Career growth opportunities

Job summary

Wertz & Associates in Tampa, FL seeks a Tax Senior Manager to lead the tax practice, mentor teams, and serve as a trusted advisor to clients nationwide. The role combines advanced tax consulting, planning, and leadership responsibilities with a collaborative, entrepreneurial culture.

The position offers flexible hybrid scheduling, opportunities to work with diverse industries, and pathways to Principal-level leadership within a nationally recognized firm.

Qualifications

• 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 sophisticated client engagements.
• Proven leadership and mentoring capabilities.
• Excellent communication and relationship-building skills.
• Strong analytical and strategic problem-solving abilities.

Responsibilities

• Lead sophisticated tax planning, compliance, and consulting engagements.
• Develop proactive tax strategies that drive client success and profitability.
• Advise clients on entity structuring, ownership transitions, acquisitions, and strategic business decisions.
• Provide guidance on complex federal, state, and local tax issues.
• Serve as a trusted advisor to executives and ownership groups.
• Build and strengthen long-term client relationships.
• Deliver exceptional client service and practical business solutions.
• Identify opportunities to expand client relationships and service offerings.
• Coordinate tax, advisory, consulting, and accounting services.
• Serve as a year-round strategic resource for clients.

Skills

CPA/EA credential

Leadership & mentoring

Client relationships

Tax advisory planning

Public accounting experience

Education

CPA/EA credential

Job description

Tax Senior Manager

Strategic Tax Advisory | Client Leadership | Practice Growth | National Consulting Platform

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

Location: Tampa, Florida
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 Tampa office.

This is more than a traditional tax management role.

This is an opportunity to become a trusted advisor to business owners, healthcare organizations, real estate investors, financial institutions, manufacturers, professional service firms, and closely held businesses while helping lead a sophisticated tax practice within one of the nation\'s premier independent professional services firms.

The ideal candidate is a strong technical tax professional who also enjoys mentoring teams, developing client relationships, and helping organizations solve complex tax and business challenges.

Why This Opportunity Stands Out

• $160,000–$220,000 base salary
• Performance-based bonus opportunity
• Significant client-facing advisory responsibilities
• Opportunity to work with nationally recognized industry specialists
• Strong leadership and mentoring opportunities
• Sophisticated tax planning and consulting engagements
• Diverse industry exposure
• Collaborative and entrepreneurial culture
• Clear path toward Principal and executive leadership positions
• National resources with local-market impact

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

The Opportunity

As a Tax Senior Manager, you\'ll play a key leadership role within the tax practice while serving as a trusted advisor to clients throughout Florida and across the country.

You\'ll oversee complex tax planning, consulting, compliance, and advisory engagements while working closely with business owners, executives, investors, healthcare organizations, and management teams to help them achieve their strategic objectives.

This role offers significant experience in:

• Tax Advisory & Consulting
• Federal & Multi-State Tax Planning
• Pass-Through Entity Taxation
• Business Strategy & Growth Planning
• Healthcare Industry Tax Services
• Real Estate Tax Planning
• Financial Institution Tax Services
• Leadership & Team Development
• Practice Growth & Business Development

Key Responsibilities

Strategic Tax Advisory

• Lead sophisticated tax planning, compliance, and consulting engagements
• Develop proactive tax strategies that drive client success and profitability
• Advise clients on entity structuring, ownership transitions, acquisitions, and strategic business decisions
• Provide guidance regarding complex federal, state, and local tax issues
• Serve as a trusted advisor to executives and ownership groups

Client Relationship Management

• Build and strengthen long-term client relationships
• Deliver exceptional client service and practical business solutions
• Identify opportunities to expand client relationships and service offerings
• Coordinate tax, advisory, consulting, and accounting services
• Serve as a year-round strategic resource for clients

Leadership & Team Development

• Mentor and develop tax professionals across multiple levels
• Review work product and provide technical guidance
• Help build future managers, senior managers, and practice leaders
• Support recruiting, retention, and staff development efforts
• Foster a culture of collaboration, accountability, and excellence

Practice Growth

• Participate in networking and business development initiatives
• Assist with proposals, presentations, and client pursuits
• Build referral relationships and identify growth opportunities
• Contribute to strategic growth initiatives within the practice
• Support expansion within the Tampa and Florida markets

Industry Exposure

Professionals in this role work with clients across a broad range of industries, including:

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

This position offers significant opportunities to deepen industry specialization while maintaining a diverse and engaging client portfolio.

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 sophisticated client engagements
• Proven leadership and mentoring capabilities
• Excellent communication and relationship-building skills
• Strong analytical and strategic problem-solving abilities

Who Thrives Here?

The ideal candidate:

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

Benefits

• Competitive compensation package
• Performance-based bonus opportunities
• Comprehensive medical, dental, and vision coverage
• Retirement savings and 401(k) programs
• Professional development and leadership training
• Continuing education support
• Flexible work arrangements
• Advancement opportunities within a nationally recognized organization
• Access to industry-leading specialists and consulting resources
• Collaborative and growth-oriented culture

About Our Client

Our client is one of the nation\'s leading independent advisory, tax, consulting, accounting, and audit firms. The organization works with businesses and institutions throughout the country, helping clients navigate complex financial, operational, compliance, and tax challenges.

Known for its expertise within healthcare, financial institutions, real estate, manufacturing, and professional services, the firm provides professionals with access to sophisticated engagements, nationally recognized experts, and meaningful leadership opportunities. As a member of a global advisory network with affiliates in more than 150 countries, the firm offers the resources of a large firm while maintaining the accessibility, collaboration, and entrepreneurial culture that top professionals value.

Professionals enjoy a strong commitment to career development, mentorship, innovation, and client service excellence, making this an outstanding long-term opportunity for an ambitious tax leader.