Strategic Tax Leader & Client Advisory

Wertz & Associates; Atlanta (GA); Hybrid; USD 165,000 - 220,000; Full time

Benefits offered by this job

Performance bonus

Flexible work arrangements

Leadership development

National platform

Job summary

Wertz & Associates in Atlanta, GA is seeking a Tax Senior Manager to lead complex tax planning, compliance, and advisory engagements within a growing national practice.

You will work with business owners, executives, healthcare organizations, financial institutions, real estate operators, and manufacturers, mentoring tax professionals and guiding client strategy. This hybrid role offers leadership growth and extensive client exposure.

Qualifications

• CPA, EA, or comparable credential required.
• 7+ years of tax experience in public accounting, consulting, or corporate tax leadership.
• Strong tax planning and advisory experience.
• Experience managing complex client engagements.
• Proven leadership and mentoring abilities.
• Excellent communication and relationship-building skills.
• Strong analytical and problem-solving capabilities.

Responsibilities

• Lead sophisticated tax planning, compliance, and consulting engagements.
• Advise clients on complex tax matters and strategic business decisions.
• Develop proactive strategies that improve client outcomes and tax efficiency.
• Serve as a trusted resource for executives, ownership groups, and leadership teams.
• Assist clients in navigating evolving tax regulations and business challenges.
• Build and strengthen long-term client relationships.
• Deliver exceptional client service and strategic guidance.
• Identify opportunities to expand services and deepen relationships.
• Mentor tax professionals across multiple levels.
• Support practice growth and business development initiatives.

Skills

Leadership

Client relationship management

Tax planning & advisory

Mentoring

Communication skills

Analytical thinking

Education

CPA, EA, or comparable credential

Job description

Wertz & Associates in Atlanta, GA is seeking a Tax Senior Manager to lead complex tax planning, compliance, and advisory engagements within a growing national practice.

You will work with business owners, executives, healthcare organizations, financial institutions, real estate operators, and manufacturers, mentoring tax professionals and guiding client strategy. This hybrid role offers leadership growth and extensive client exposure.