Senior Tax Manager, CPA

Wertz & Associates; Seattle (WA); On-site; USD 150,000 - 200,000; Full time

Benefits offered by this job

401(k) match

Health, dental, and vision insurance

Company-paid life insurance

Health Savings Account (HSA)

Flexible Spending Account (FSA)

Paid time off and holidays

Relocation assistance

Leadership development and advancement

Job summary

Wertz & Associates in Seattle, WA seeks a Senior Tax Manager, CPA to lead complex tax engagements, mentor staff, and guide strategic client advisory. You will manage multi-state tax planning for high-net-worth individuals, partnerships, and closely held businesses, while preparing for future ownership.

This role offers a clear partnership track, an established book of business, relocation support, and a collaborative, entrepreneurial culture focused on growth and client success.

Qualifications

• Active CPA license required.
• Bachelor's Degree in Accounting or related field.
• 10+ years of progressive public accounting tax experience.
• Strong experience with individual, partnership, corporate, fiduciary, and high-net-worth tax engagements.
• Proven client relationship management experience.

Responsibilities

• Lead complex tax planning engagements for individuals, partnerships, corporations, trusts, and closely held businesses.
• Develop proactive tax strategies that create measurable value for clients.
• Review and oversee preparation of complex tax returns.
• Provide strategic guidance on federal and multi-state tax matters.
• Act as a trusted advisor on tax, business, and financial issues.
• Mentor and develop tax professionals across the organization.
• Review technical work to ensure quality, accuracy, and compliance.
• Foster a collaborative and high-performance team environment.
• Help strengthen processes, efficiencies, and client service standards.
• Manage and expand long-term client relationships.
• Participate in the transition and retention of an existing client base.
• Identify opportunities to expand services and deepen client engagement.
• Assist with networking, business development, and referral growth initiatives.
• Contribute to the strategic direction of the tax practice.

Skills

Client advisory

Team leadership

Business development

Strategic tax planning

Education

CPA license

Bachelor's Degree in Accounting or related field

Job description

Senior Tax Manager, CPA

Tax Advisory | Client Leadership | Incoming Book of Business | Partnership Track Opportunity

Compensation: $150,000–$200,000 Base + Performance Bonus + Partnership Path

Our client, a rapidly growing CPA and advisory firm with multiple offices throughout the Western United States, is seeking an experienced Senior Tax Manager, CPA to join its leadership team in Seattle, Washington.

This is a unique opportunity that rarely comes to market.

In addition to stepping into a key leadership role, the successful candidate will have the opportunity to assume responsibility for an established client base as part of a planned transition from a retiring partner. For an ambitious tax professional with partnership aspirations, this creates a clear and accelerated path toward firm leadership and ownership.

The firm provides comprehensive tax planning, accounting, advisory, audit, payroll, and consulting services, working closely with business owners, high-net-worth individuals, investors, family groups, and closely held companies. Clients view the firm as a trusted strategic advisor rather than simply a tax compliance provider.

Why This Opportunity Stands Out

• $150,000–$200,000 base salary
• Performance-based bonus opportunity
• Immediate client transition from a retiring partner
• Clear and realistic path to partnership
• Established book of business and strong referral network
• Highly visible leadership role within a growing firm
• Diverse and sophisticated client relationships
• Flexible and entrepreneurial culture
• Relocation assistance available for qualified candidates

Exceptional candidates with substantial public accounting leadership experience, client management expertise, and business-development capabilities may be considered above the posted compensation range.

The Opportunity

As a Senior Tax Manager, you will play a critical role in serving clients, developing staff, and helping drive the continued growth of the practice.

You'll advise entrepreneurs, executives, investors, family-owned businesses, and high-net-worth individuals on tax planning strategies designed to preserve wealth, reduce tax liabilities, and support long-term financial objectives.

This role offers a compelling blend of:

• Advanced Tax Planning
• Trusted Client Advisory
• Team Leadership & Mentorship
• Business Development
• Practice Management
• Future Ownership Opportunity

Key Responsibilities

Client Advisory & Tax Strategy

• Lead complex tax planning engagements for individuals, partnerships, corporations, trusts, and closely held businesses
• Develop proactive tax strategies that create measurable value for clients
• Review and oversee preparation of complex tax returns
• Provide strategic guidance on federal and multi-state tax matters
• Act as a trusted advisor on tax, business, and financial issues

Leadership & Team Development

• Mentor and develop tax professionals across the organization
• Review technical work to ensure quality, accuracy, and compliance
• Foster a collaborative and high-performance team environment
• Help strengthen processes, efficiencies, and client service standards

Client Relationships & Practice Growth

• Manage and expand long-term client relationships
• Participate in the transition and retention of an existing client base
• Identify opportunities to expand services and deepen client engagement
• Assist with networking, business development, and referral growth initiatives
• Contribute to the strategic direction of the tax practice

Qualifications

• Active CPA license required
• Bachelor's Degree in Accounting or related field
• 10+ years of progressive public accounting tax experience
• Strong experience with individual, partnership, corporate, fiduciary, and high-net-worth tax engagements
• Proven client relationship management experience
• Experience leading teams and mentoring staff
• Strong communication and business development skills
• High ownership mentality and commitment to client service excellence
• Desire to pursue long-term leadership and partnership opportunities

Who Thrives Here?

The ideal candidate is someone who:

• Enjoys becoming a trusted advisor to clients
• Wants meaningful influence within a growing organization
• Views tax as a strategic business tool, not simply compliance work
• Enjoys developing people and building strong teams
• Has an entrepreneurial mindset and business-development aptitude
• Is motivated by the opportunity to inherit client relationships and pursue partnership

Benefits

• 401(k) with company match
• 100% employer-paid medical, dental, and vision insurance
• Company-paid life insurance
• Health Savings Account (HSA)
• Flexible Spending Account (FSA)
• Generous paid time off and paid holidays
• Flexible scheduling
• Relocation assistance
• Leadership development and advancement opportunities

About Our Client

Our client has built a reputation for delivering sophisticated tax and advisory solutions while maintaining the personalized attention and responsiveness of a boutique firm. Their continued growth has created an exceptional opportunity for an experienced tax professional seeking both immediate impact and long-term ownership potential.

With an established client base, strong internal support, and a planned succession opportunity already in motion, this role offers a rare combination of leadership responsibility, client continuity, and partnership potential.