Senior Tax Manager

Wertz & Associates; Vail (CO); On-site; USD 160,000 - 210,000; Full time

Benefits offered by this job

401(k) with company contributions

Employer-paid medical, dental, and vis

Employer-paid life insurance

Flexible Spending Account (FSA)

Health Savings Account (HSA)

Paid Holidays

Generous Paid Time Off

Flexible scheduling

Relocation assistance available

Job summary

Wertz & Associates, a growing CPA and advisory firm, seeks a Senior Tax Manager to join its leadership team in Vail, Colorado. This is a growth-focused role with a clear path toward partnership, mentoring a tax team, and advising high-net-worth clients and business owners.

The position emphasizes sophisticated tax planning, client relationship management, and business development within a multi-office firm. Competitive compensation, base plus bonus, and partnership track are offered.

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, and corporate taxation.
• Proven ability to manage client relationships and lead engagements.
• Demonstrated success mentoring and developing staff.
• Excellent communication and presentation skills.
• Growth-minded, entrepreneurial approach to client service.

Responsibilities

• Lead sophisticated tax planning engagements for individuals, partnerships, corporations, trusts, and closely held businesses.
• Develop proactive tax strategies designed to maximize client outcomes.
• Review complex tax returns and deliver high-quality client service.
• Act as a trusted advisor on tax, financial, and business matters.
• Mentor, coach, and develop tax professionals across the firm.
• Review technical work and ensure exceptional quality standards.
• Help establish best practices and improve operational efficiency.
• Foster a culture of excellence, collaboration, and continuous improvement.
• Build and strengthen long-term client relationships.
• Identify opportunities to expand client services and deepen engagements.
• Participate in networking, referral development, and community involvement.
• Contribute to the strategic growth of the practice.

Skills

Leadership

Client Advisory

Tax Planning

Mentoring

Communication

Business Development

Education

CPA license

Bachelor's Degree in Accounting

Job description

Senior Tax Manager

Tax Advisory | Client Leadership | Future Partnership Opportunity

Compensation: $160,000 – $210,000 Base + Performance Bonus + Partnership Path

Our client, a rapidly growing multi-office CPA and advisory firm, is seeking a Senior Tax Manager to join its leadership team in beautiful Vail, Colorado.

This is not a traditional tax-management role.

For the right individual, this is an opportunity to step into a highly visible leadership position, work directly with successful business owners and high-net-worth families, help shape the future of the practice, and pursue a clearly defined path toward partnership.

The firm provides a fully integrated suite of services including tax planning and compliance, wealth advisory, family office services, business consulting, valuation services, and assurance solutions. Clients view the firm as a strategic advisor—not just a tax preparer.

If you enjoy complex tax work, mentoring professionals, building client relationships, and influencing the growth of a successful practice, we'd like to speak with you.

Why This Opportunity Stands Out

• Compensation of $160,000–$210,000 base salary
• Performance-based bonus opportunities
• Clear partnership-track potential
• Existing client relationships and immediate impact opportunities
• Sophisticated tax planning engagements
• Diverse client base including privately held businesses, entrepreneurs, investors, and high-net-worth individuals
• Strong culture focused on professional growth and collaboration
• Exceptional quality of life in Vail, Colorado

The Opportunity

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

You'll work closely with business owners, executives, investors, and families to provide thoughtful tax planning, strategic guidance, and long-term financial solutions.

This role combines:

• Advanced Tax Expertise
• Client Advisory
• Team Leadership
• Business Development
• Practice Growth
• Future Firm Leadership

Key Responsibilities

Client Advisory & Tax Planning

• Lead sophisticated tax planning engagements for individuals, partnerships, corporations, trusts, and closely held businesses
• Develop proactive tax strategies designed to maximize client outcomes
• Review complex tax returns and deliver high-quality client service
• Act 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 ensure exceptional quality standards
• Help establish best practices and improve operational efficiency
• Foster a culture of excellence, collaboration, and continuous improvement

Growth & Relationship Management

• Build and strengthen long-term client relationships
• Identify opportunities to expand client services and deepen engagements
• Participate in networking, referral development, and community involvement
• Contribute to the strategic growth of the practice

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, and corporate taxation
• Proven ability to manage client relationships and lead engagements
• Demonstrated success mentoring and developing staff
• Excellent communication and presentation skills
• Growth-minded, entrepreneurial approach to client service

Ideal Candidate

The ideal candidate is someone who:

• Thinks like an advisor, not just a tax preparer
• Enjoys building trusted client relationships
• Wants meaningful influence within a growing organization
• Has leadership aspirations beyond a traditional manager role
• Is interested in a long-term path toward partnership and firm ownership

Benefits

• 401(k) with company contributions
• 100% employer-paid medical, dental, and vision insurance
• Employer-paid life insurance
• Flexible Spending Account (FSA)
• Health Savings Account (HSA)
• Paid Holidays
• Generous Paid Time Off
• Flexible scheduling
• Relocation assistance available

About the Firm

Our client has built a reputation for delivering sophisticated tax, accounting, and advisory solutions while maintaining the personalized service of a local firm. With multiple offices and continued growth, they offer the resources, client base, and leadership opportunities often found at much larger organizations—without sacrificing culture or work-life balance.

For experienced tax professionals seeking a leadership role with real upside, this is an exceptional opportunity to join a firm committed to growth, client success, and developing future partners.