Tax Manager: Advisory Leader for Growth & High‑Impact Clients

Wertz & Associates; Madison (WI); Hybrid; USD 120,000 - 165,000; Full time

Benefits offered by this job

Bonus opportunities

Profit-sharing program

Lifestyle Spending Account

Healthcare options

Summer Fridays off

Great Place to Work culture

Leadership development

Job summary

Wertz & Associates, a trusted Madison-based accounting and advisory firm, seeks a Tax Manager to lead sophisticated tax engagements for business owners, executives, and high-net-worth clients. You’ll mentor staff, drive client advisory work, and partner with leadership to grow the tax practice in Wisconsin and the Midwest.

The role blends technical tax expertise with relationship management and team development, offering significant leadership opportunities, flexible hybrid scheduling, and a

Qualifications

• CPA, EA certification or equivalent.
• 5+ years of public accounting tax experience.
• Strong technical tax planning and compliance knowledge.

Responsibilities

• Lead complex tax planning and compliance engagements.
• Develop proactive strategies to minimize tax exposure and maximize client value.
• Advise clients on business structure, transactions, and growth initiatives.
• Research and resolve complex federal and state tax issues.
• Deliver year-round advisory support and planning recommendations.

Skills

CPA

EA

Tax planning

Client relationships

Leadership

Mentoring

Public accounting

Education

Bachelor's Degree in Accounting

Job description

Wertz & Associates, a trusted Madison-based accounting and advisory firm, seeks a Tax Manager to lead sophisticated tax engagements for business owners, executives, and high-net-worth clients. You’ll mentor staff, drive client advisory work, and partner with leadership to grow the tax practice in Wisconsin and the Midwest.

The role blends technical tax expertise with relationship management and team development, offering significant leadership opportunities, flexible hybrid scheduling, and a