Senior Tax Manager, CPA

Wertz & Associates; Madison (WI); On-site; USD 160,000 - 220,000; Full time

Benefits offered by this job

Healthcare coverage

Retirement savings programs

Professional development support

Continuing education assistance

Mentoring programs

Great Place to Work culture

Job summary

Wertz & Associates in Madison, Wisconsin is seeking a Senior Tax Manager (CPA) to lead sophisticated tax engagements, advise privately held companies and high-net-worth clients, and drive growth within the Tax practice. This leadership role emphasizes client advisory responsibilities and collaboration with firm leadership to advance strategic initiatives.

You will oversee complex engagements, develop talent, and contribute to business development while delivering exceptional client service in a

Qualifications

• Active CPA License.
• Bachelor's Degree in Accounting or related field.
• 10+ years of public accounting experience.
• Significant tax planning and compliance experience.
• Strong client relationship management abilities.
• Experience supervising and developing staff.
• Excellent communication and presentation skills.
• Strong project management and organizational abilities.

Responsibilities

• Serve as a trusted advisor to business owners and key stakeholders.
• Consult on complex tax matters impacting client operations and growth.
• Provide proactive tax planning and strategic recommendations.
• Identify opportunities for operational improvements and business efficiencies.
• Deliver value-added advisory services throughout the year.
• Maintain ownership of complex client engagements and projects.
• Build and strengthen long-term client relationships.
• Oversee engagements from planning through completion.
• Lead, mentor, and develop tax professionals across multiple levels.
• Contribute to firm-wide revenue and expansion goals.

Skills

Leadership

Client relationship management

Communication

Project management

Education

CPA license

Bachelor's degree in Accounting

Job description

Senior Tax Manager, CPA

Tax Leadership | Client Advisory | Business Development | Great Place to Work

Compensation: $160,000–$220,000 Base + Performance Bonus + Leadership Advancement Opportunity

Location: Madison, Wisconsin

Our client, one of the Midwest's fastest-growing professional services firms, is seeking an experienced Senior Tax Manager to join its expanding Tax practice in Madison.

This is more than a traditional tax leadership position.

It's an opportunity to serve as a trusted business advisor to privately held companies, entrepreneurs, family-owned businesses, and high-net-worth clients while leading sophisticated tax engagements, developing future leaders, driving business growth, and working alongside firm leadership in a highly visible role.

The firm has built a reputation for delivering exceptional client service, investing heavily in its people, and creating an environment where high performers can accelerate their careers while maintaining strong client relationships and professional fulfillment.

Why This Opportunity Stands Out

• $160,000–$220,000 base salary
• Performance-based bonus opportunities
• Leadership role within a growing regional firm
• Significant client advisory responsibilities
• Diverse industry exposure
• Strong business development opportunities
• Direct access to principals and firm leadership
• Personalized career development and mentoring
• Clear advancement path toward Principal and Shareholder-level roles
• Award-winning workplace culture
• Great Place to Work certified organization

Exceptional candidates with advanced tax specialization, industry expertise, business development success, or large client portfolio management experience may be considered above the posted compensation range.

About the Firm

Our client is a leading professional services organization providing:

• Tax Planning & Compliance
• Business Advisory Services
• Consulting Services
• Audit & Assurance
• Wealth Advisory Solutions
• Outsourced Accounting Services

The firm serves a diverse client base across multiple industries and is recognized for helping businesses grow while providing employees with meaningful opportunities for professional advancement.

Their culture is centered around collaboration, continuous development, and building long-term relationships with both clients and employees.

The Opportunity

As a Senior Tax Manager, you'll serve as a key leader within the Tax practice, overseeing complex client engagements while acting as a strategic advisor to business owners and executive leadership teams.

You'll gain significant exposure to:

• Advanced Tax Planning
• Business Tax Consulting
• Partnership Taxation
• Corporate Taxation
• High-Net-Worth Tax Planning
• Multi-State Tax Matters
• Client Relationship Management
• Leadership & Team Development
• Practice Growth Initiatives
• Business Development Activities

This role combines technical tax leadership with client advisory responsibilities and strategic practice management.

Key Responsibilities

Tax Advisory & Client Consulting

• Serve as a trusted advisor to business owners and key stakeholders
• Consult on complex tax matters impacting client operations and growth
• Provide proactive tax planning and strategic recommendations
• Identify opportunities for operational improvements and business efficiencies
• Deliver value-added advisory services throughout the year

Client Relationship Management

• Maintain ownership of complex client engagements and projects
• Build and strengthen long-term client relationships
• Ensure client expectations are exceeded through exceptional service
• Serve as a primary contact for sophisticated tax and business matters
• Drive client retention and satisfaction initiatives

Engagement Leadership

• Oversee engagements from planning through completion
• Coordinate engagement teams and allocate resources effectively
• Ensure projects remain on budget and meet quality standards
• Review work at all levels of the engagement process
• Monitor engagement profitability and efficiency

  Business Development & Growth

  • Develop new business opportunities
  • Expand services with existing clients
  • Participate in networking and relationship-building activities
  • Support growth initiatives across the tax practice
  • Contribute to firm-wide revenue and expansion goals

  Leadership & Talent Development

  • Lead, mentor, and develop tax professionals across multiple levels
  • Provide coaching, technical guidance, and performance feedback
  • Support recruiting and retention initiatives
  • Assist with staffing strategies and career development efforts
  • Create opportunities for team growth and advancement

  Professional Development & Industry Leadership

  • Continue building expertise within designated industries and service areas
  • Represent the firm at professional and community events
  • Facilitate professional development programs
  • Contribute thought leadership through articles, presentations, and training
  • Strengthen the firm's market presence and reputation

  Qualifications

  Required

  • Active CPA License
  • Bachelor's Degree in Accounting or related field
  • 10+ years of public accounting experience
  • Significant tax planning and compliance experience
  • Strong client relationship management abilities
  • Experience supervising and developing staff
  • Excellent communication and presentation skills
  • Strong project management and organizational abilities

  Who Thrives Here?

  The ideal candidate:

  • Enjoys serving as a trusted business advisor
  • Wants meaningful leadership influence
  • Enjoys mentoring and developing professionals
  • Has an entrepreneurial mindset
  • Builds strong client relationships naturally
  • Enjoys business development and networking
  • Is interested in long-term firm leadership opportunities

  Benefits

  • Competitive compensation package
  • Performance-based bonus opportunities
  • Comprehensive healthcare coverage
  • Retirement savings programs
  • Paid time off and holidays
  • Professional development support
  • Continuing education assistance
  • Personalized mentoring programs
  • Career advancement pathways
  • Collaborative team environment
  • Great Place to Work culture

  What Makes This Opportunity Different?

  Many Senior Tax Manager roles focus primarily on review work and technical compliance.

  This opportunity places you at the center of client relationships, team leadership, business development, and firm strategy.

  You'll work directly with principals and key decision-makers while helping clients solve complex business challenges, developing future leaders within the organization, and contributing to the continued growth of a highly respected professional services firm.

  For professionals seeking influence, visibility, and long-term advancement, this role offers a true leadership platform.

  About Our Client

  Our client is a growing professional services firm recognized for delivering outstanding tax, advisory, and consulting solutions while creating exceptional opportunities for employee growth and development. Through a commitment to collaboration, continuous learning, and client success, the firm has built a culture where talented professionals can thrive and build rewarding long-term careers.

  Employees benefit from leadership accessibility, sophisticated client work, personalized mentoring, and the opportunity to make a meaningful impact on both client success and firm growth.