Tax Manager, CPA

Wertz & Associates; Alexandria (VA); Hybrid; USD 125,000 - 165,000; Full time

Benefits offered by this job

Flexible hybrid scheduling

Professional development support

CE opportunities

Leadership training programs

Career advancement opportunities

Job summary

Wertz & Associates in Alexandria, Virginia, seeks a Tax Manager to lead tax engagements, mentor staff, and advise clients on tax planning and business matters. This role combines technical tax expertise with leadership responsibilities and client advisory services in a flexible hybrid work environment.

Your experience includes a CPA license, 5+ years in public accounting tax, and strong client relationship management to help clients achieve financial goals.

Qualifications

• Bachelor's degree in Accounting or related field.
• Active CPA license required.
• 5+ years of public accounting tax experience.
• Strong knowledge of federal/state tax regulations.

Responsibilities

• Develop and implement proactive tax planning strategies.
• Manage client relationships and serve as trusted advisor.
• Oversee tax compliance and review processes.
• Lead staff development and mentorship.
• Support practice management and business development.

Skills

Client relationships

Leadership

Communication

Education

Bachelor's in Accounting

CPA license

Tools

QuickBooks

QuickBooks Online

Job description

Tax Manager,CPA

Tax Planning | Client Advisory | Leadership Opportunity | Flexible Hybrid Schedule

Compensation: $125,000 - $165,000 Base + Performance Bonus Opportunities

Location: Alexandria, Virginia
Schedule: Flexible Hybrid

Our client, a respected and growing public accounting and advisory firm, is seeking an experienced Tax Manager to join its Tax Services team.

This is more than a traditional tax management role.

It's an opportunity to become a trusted advisor to business owners, high-net-worth individuals, estates, trusts, nonprofit organizations, consultants, and growing companies while leading tax engagements, mentoring staff, and helping clients achieve their financial and business goals.

The firm has a long-standing reputation throughout Northern Virginia for exceptional client service, technical expertise, and a people-first culture. Professionals enjoy significant client interaction, strong leadership support, workplace flexibility, and real opportunities for advancement.

If you're seeking a position that combines technical tax expertise, leadership responsibility, client advisory services, and long-term career growth, we'd welcome a confidential conversation.

Why This Opportunity Stands Out

• $125,000 - $165,000 base salary
• Performance-based bonus opportunities
• Flexible hybrid work environment
• Established and highly respected public accounting firm
• Opportunity to work with business owners and high-net-worth clients
• Significant client-facing and advisory responsibilities
• Leadership and management opportunities
• Strong mentorship and professional development
• Direct access to firm leadership
• Clear path toward future leadership roles
• Collaborative and relationship-focused culture

About the Firm

Our client is a full-service public accounting and advisory firm serving businesses, nonprofit organizations, professional service firms, technology companies, consultants, high-net-worth individuals, estates, and trusts throughout the Washington, DC metro area.

Services include:

• Tax Planning & Compliance
• Business Advisory Services
• Accounting Services
• Audit & Assurance
• Estate & Trust Planning
• Strategic Consulting

The firm is known for providing personalized service while helping clients navigate increasingly complex tax and business challenges.

The Opportunity

As a Tax Manager, you'll oversee client engagements, manage staff development, and serve as a key advisor to clients on tax planning and business matters.

You'll gain exposure to:

• Individual Taxation
• Partnership Taxation
• S-Corporation Taxation
• Corporate Taxation
• Estate & Trust Taxation
• High-Net-Worth Tax Planning
• Multi-State Tax Matters
• Business Advisory Services
• Client Relationship Management
• Leadership & Team Development

This role provides an exceptional balance of technical tax expertise, consulting, leadership, and client advisory responsibilities.

Key Responsibilities

Tax Planning & Advisory

• Develop and implement proactive tax planning strategies
• Prepare tax projections and planning analyses
• Research complex tax matters and provide recommendations
• Assist clients in achieving financial and business goals
• Identify tax-saving opportunities and strategic solutions

Client Relationship Management

• Build and maintain long-term client relationships
• Serve as a trusted advisor to clients and business owners
• Deliver exceptional planning, consulting, and advisory services
• Identify opportunities for expanded services
• Provide year-round guidance and support

Tax Compliance & Review

• Review complex individual, business, estate, and trust tax returns
• Oversee tax compliance processes and deadlines
• Manage tax provision and compliance activities
• Ensure compliance with federal, state, and local tax regulations
• Mitigate client tax risks and exposure

Leadership & Staff Development

• Supervise, train, and mentor tax professionals
• Review staff work and provide timely feedback
• Manage engagement workflow and staffing needs
• Foster collaboration and accountability across teams
• Support professional development initiatives

Practice Management

• Improve processes and implement best practices
• Maintain tax-related general ledger balances and adjustments
• Assist with budgeting and engagement profitability
• Support business development and referral relationships
• Help drive the continued growth of the tax practice

Qualifications

Required

• Bachelor's Degree in Accounting or related field
• Active CPA license
• 5+ years of public accounting tax experience
• Strong understanding of federal and state tax regulations
• Experience reviewing complex tax returns
• Strong client relationship management skills
• Excellent written and verbal communication abilities
• Leadership and supervisory experience

Preferred

• High-net-worth individual tax experience
• Estate and trust taxation experience
• Multi-state tax experience
• QuickBooks and QuickBooks Online experience
• Business development experience
• Strong advisory and consulting background

Who Thrives Here?

The ideal candidate:

• Enjoys helping clients achieve their goals
• Wants meaningful leadership responsibility
• Takes pride in mentoring and developing others
• Enjoys solving complex tax issues
• Values long-term client relationships
• Thrives in a collaborative environment
• Wants a long-term path toward firm leadership

Benefits

• Competitive compensation package
• Performance-based bonus opportunities
• Flexible hybrid scheduling
• Professional development support
• Continuing education opportunities
• Leadership training programs
• Collaborative team environment
• Career advancement opportunities
• Strong work-life flexibility

What Makes This Opportunity Different?

Many Tax Manager positions focus primarily on compliance and return review.

This opportunity offers meaningful exposure to tax planning, advisory services, business development, client relationship management, and leadership. You'll work directly with successful business owners and high-net-worth individuals while helping clients make strategic decisions that impact their long-term success.

The combination of leadership opportunity, client visibility, workplace flexibility, and advancement potential makes this an outstanding opportunity for an experienced tax professional seeking the next step in their public accounting career.

About Our Client

Our client is a respected public accounting and advisory firm known for technical excellence, exceptional client service, and employee development. Through strong leadership, workplace flexibility, and a collaborative culture, the firm provides professionals with the resources and opportunities needed to build successful long-term careers.

If you're a Tax Manager, Senior Tax Manager, or experienced public accounting professional seeking greater client impact, leadership opportunities, and long-term career growth, we'd love to speak with you confidentially.