Senior Tax Manager - Lead Advisor & Partnership Path

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 health insurance

Flexible scheduling

Relocation assistance available

Job summary

Wertz & Associates in Vail, Colorado seeks a Senior Tax Manager to join its leadership team, guiding client relationships and leading a growing tax group. This high-visibility role emphasizes strategic tax planning, advisory services, and business development with a clear pathway toward partnership.

You will mentor staff, collaborate with business owners and executives, and develop tax strategies across individuals, partnerships, trusts, and corporations in a dynamic multi-office firm

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.

Skills

Tax planning

Client advisory

Team leadership

Business development

Mentoring

Communication

Education

Bachelor's Degree in Accounting

CPA license

Job description

Wertz & Associates in Vail, Colorado seeks a Senior Tax Manager to join its leadership team, guiding client relationships and leading a growing tax group. This high-visibility role emphasizes strategic tax planning, advisory services, and business development with a clear pathway toward partnership.

You will mentor staff, collaborate with business owners and executives, and develop tax strategies across individuals, partnerships, trusts, and corporations in a dynamic multi-office firm