Tax Director & Partner — Advisory Leader with Equity Path (Hybrid)

Wertz & Associates; Madison (WI); Hybrid; USD 220,000 - 350,000; Full time

Benefits offered by this job

Flexible work arrangements

Medical, dental, and vision insurance

401(k) with employer match

Professional development & leadership訛

Paid community involvement &Networking

Team-building events

Job summary

Wertz & Associates in Madison, WI seeks an experienced Tax Director / Partner to join the executive leadership team and guide the firm’s advisory tax practice.

You'll oversee strategic tax planning, client advisory for high-net-worth and business owners, and lead firm growth initiatives while mentoring next-generation leaders. Hybrid work options and potential equity opportunities are available.

Qualifications

• Active CPA license.
• Bachelor's Degree in Accounting.
• 10–15+ years of progressive tax experience.
• Significant public accounting or sophisticated corporate tax experience.
• Deep expertise with pass-through entities, partnerships, and S-Corporations.
• Multi-state tax experience.
• Proven leadership and practice management experience.
• Strong client relationship and advisory capabilities.
• Excellent communication and presentation skills.

Responsibilities

• Oversee federal, state, and local tax compliance and planning.
• Design and implement sophisticated tax strategies that support client profitability and long-term objectives.
• Advise clients on complex transactions, entity structuring, ownership transitions, and succession planning.
• Represent clients during audits, examinations, and tax controversies.
• Lead technical tax initiatives across the firm.
• Mentor, coach, and develop tax professionals at all levels.
• Build and maintain long-term strategic relationships with key clients.

Skills

Leadership & practice management

Client relationship & advisory

Communication & presentation

Mentoring & team development

Education

Bachelor's Degree in Accounting

CPA license

Job description

Wertz & Associates in Madison, WI seeks an experienced Tax Director / Partner to join the executive leadership team and guide the firm’s advisory tax practice.

You'll oversee strategic tax planning, client advisory for high-net-worth and business owners, and lead firm growth initiatives while mentoring next-generation leaders. Hybrid work options and potential equity opportunities are available.