Senior Tax Manager/Director, CPA

Wertz & Associates; Boise (ID); Hybrid; USD 170,000 - 210,000; Full time

Job summary

Wertz & Associates in Boise, Idaho, seeks a Senior Tax Manager / Director to join its leadership team. This role blends tax leadership with advisory work, offering flexible hybrid scheduling and direct access to ownership.

The firm emphasizes relationships, client service, and professional development. You will lead tax planning, corporate and pass-through taxation, and estate planning initiatives while mentoring staff and shaping the future of the practice.

Qualifications

• CPA license
• 8+ years of public accounting tax experience
• Strong tax planning and advisory experience
• Experience managing client relationships
• Experience reviewing complex business and individual tax returns
• Excellent communication and leadership skills
• Desire to serve as a trusted advisor to clients

Responsibilities

• Develop proactive tax strategies for clients
• Research and resolve complex tax matters
• Identify opportunities to improve tax efficiency
• Assist clients with business and financial planning decisions
• Serve as a trusted advisor throughout the year
• Lead client meetings and strategic planning discussions
• Mentor and develop professional staff
• Review complex tax engagements
• Contribute to practice growth and efficiency

Skills

Leadership

Client relationship management

Tax planning

Communication

Job description

Senior Tax Manager / Director

Tax Advisory | Business Consulting | Client Relationships | Leadership Opportunity

Compensation: $185,000 Base + Significant Annual Bonus Potential

Location: Boise, Idaho
Schedule: Flexible Hybrid

Our client, a highly respected CPA and advisory firm with a strong reputation throughout the Treasure Valley, is seeking a Senior Tax Manager / Director 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, families, and entrepreneurs while helping lead a firm built around relationships, flexibility, professional development, and exceptional client service.

For more than 25 years, the firm has helped clients thrive through tax planning, business advisory services, financial statement support, and estate planning solutions. Just as importantly, they have built a culture focused on helping their people thrive as well.

Their philosophy is simple:

• Honor relationships with gratitude and respect
• Be authentic and responsive
• Invest in people and professional growth
• Build a great life, not just a great career

If you're looking to move away from bureaucracy and toward a firm where your voice matters, your relationships matter, and your impact is visible, we'd welcome a confidential conversation.

Why This Opportunity Stands Out

• $185,000 base salary
• Significant annual bonus opportunities
• Flexible hybrid work environment
• Comp time program with payout opportunities twice annually
• Established and respected Boise CPA firm
• Strong advisory and consulting focus
• Direct access to ownership and leadership
• Significant client-facing responsibilities
• Leadership role with influence on the future of the practice
• Family-oriented culture
• Exceptional flexibility outside of busy season
• Long-term career growth opportunities

About the Firm

Our client is a full-service CPA and advisory firm providing:

• Tax Planning & Preparation
• Business Advisory Services
• Financial Statement Services
• Estate Planning Support
• Strategic Business Consulting

The firm works closely with privately held businesses, entrepreneurs, families, and individuals throughout Idaho and surrounding markets.

Their approach centers on building long-term relationships and delivering proactive advice that helps clients make informed business and financial decisions throughout the year.

The Opportunity

As a Senior Tax Manager / Director, you'll serve as a key leader within the firm while helping clients navigate complex tax and business matters.

You'll gain exposure to:

• Business Tax Planning
• Partnership Taxation
• S-Corporation Taxation
• Corporate Taxation
• High-Net-Worth Tax Planning
• Estate Planning Strategies
• Business Consulting
• Client Advisory Services
• Leadership & Team Development

This role provides an outstanding combination of technical tax expertise, client advisory work, leadership responsibility, and strategic influence.

Key Responsibilities

Tax Planning & Advisory

• Develop proactive tax strategies for clients
• Research and resolve complex tax matters
• Identify opportunities to improve tax efficiency
• Assist clients with business and financial planning decisions
• Serve as a trusted advisor throughout the year

Client Relationship Management

• Build and maintain long-term client relationships
• Lead client meetings and strategic planning discussions
• Deliver exceptional service and responsiveness
• Identify new opportunities to support clients
• Help clients navigate changing business and tax environments

Leadership & Practice Development

• Mentor and develop professional staff
• Review complex tax engagements
• Assist with workflow management and practice growth
• Help improve firm processes and efficiencies
• Contribute to the long-term success of the organization

Business Advisory Services

• Consult with business owners on operational and financial matters
• Assist clients with growth planning and decision-making
• Support succession and estate planning initiatives
• Deliver value-added advisory services beyond compliance work

Qualifications

Required

• CPA license
• 8+ years of public accounting tax experience
• Strong tax planning and advisory experience
• Experience managing client relationships
• Experience reviewing complex business and individual tax returns
• Excellent communication and leadership skills
• Desire to serve as a trusted advisor to clients

Who Thrives Here?

The ideal candidate:

• Values relationships over transactions
• Enjoys helping clients achieve their goals
• Wants meaningful leadership responsibility
• Enjoys mentoring and developing others
• Appreciates flexibility and work-life balance
• Wants to make a bigger impact within a growing firm
• Thrives in a collaborative, entrepreneurial environment

What Makes This Opportunity Different

Many senior tax leadership positions focus primarily on compliance, production, and managing deadlines.

This opportunity is much more relationship-driven and advisory-focused. You'll work directly with business owners and families, provide strategic guidance, help shape the future of the firm, and join a culture that genuinely invests in its people.

The combination of compensation, bonus potential, flexibility, leadership influence, and firm culture makes this one of the more attractive senior-level public accounting opportunities in the Boise market.

If you're a Senior Tax Manager, Tax Director, Partner-track professional, or experienced CPA seeking greater flexibility, stronger client relationships, and a meaningful leadership opportunity, we'd love to speak with you confidentially.