Tax Director - Strategic Advisory & Growth (Hybrid)

Wertz & Associates; Madison (WI); Hybrid; USD 155,000 - 220,000; Full time

Benefits offered by this job

Hybrid work flexibility

Health, dental, and vision insurance

401(k) with employer match

Professional development

Leadership opportunities

Volunteer time

Job summary

Wertz & Associates in Madison, Wisconsin, seeks a Senior Tax Manager on the Director Track or a Tax Director to join its leadership team. This role blends strategic tax leadership with hands-on advisory work for closely held businesses and high-net-worth clients, offering significant influence and a clear pathway to executive leadership.

You will mentor staff, drive efficiencies through technology, and contribute to growth initiatives while collaborating with executive leadership and the Chief

Qualifications

• Active CPA license is required.
• Bachelor's Degree in Accounting is required.
• 8+ years of progressive tax experience for Senior Tax Manager candidates.
• 10–15+ years of experience for Director-level candidates.
• Strong public accounting or complex corporate tax background.
• Advanced experience with pass-through entities, partnerships, and S‑Corporations.
• Multi-state tax experience.
• Strong leadership and mentoring experience.
• Excellent communication and client relationship skills.

Responsibilities

• Oversee federal, state, and local tax compliance for a diverse client portfolio.
• Design and implement tax planning strategies to improve profitability and minimize tax exposure.
• Serve as a trusted advisor on entity structuring and complex tax matters.
• Consult on mergers, acquisitions, and strategic transactions.
• Lead, mentor, and develop a high-performing tax team; drive practice growth.

Skills

CPA license

Strong leadership

Communication skills

Pass-through tax

Multi-state tax

S-Corp knowledge

Mentoring

Education

Bachelor's Degree in Accounting

Job description

Wertz & Associates in Madison, Wisconsin, seeks a Senior Tax Manager on the Director Track or a Tax Director to join its leadership team. This role blends strategic tax leadership with hands-on advisory work for closely held businesses and high-net-worth clients, offering significant influence and a clear pathway to executive leadership.

You will mentor staff, drive efficiencies through technology, and contribute to growth initiatives while collaborating with executive leadership and the Chief