Tax Manager, CPA

Wertz & Associates; Eau Claire (WI); Hybrid; USD 115,000 - 145,000; Full time

Benefits offered by this job

Competitive compensation package

Performance-based bonus opportunities

Flexible work environment

Family-friendly scheduling

Continuing education and CPA support

Leadership training and mentorship

Career advancement opportunities

Strong work-life balance culture

Job summary

Wertz & Associates, a respected Wisconsin CPA and advisory firm, seeks a Tax Manager to join its Eau Claire office. You will lead tax planning, oversee client relationships, and mentor a growing tax team while guiding complex engagements for owner-managed and high-net-worth clients.

The role offers flexible hybrid scheduling, strong career advancement, and a culture that prioritizes balance between professional achievement and personal well-being.

Qualifications

• Bachelor's degree in Accounting or related field and an active CPA license are required.
• Minimum 5+ years of public accounting tax experience with strong knowledge of federal/state taxes.
• Excellent communication and client service skills; strong project management.

Responsibilities

• Lead tax planning and advisory engagements for individuals and businesses.
• Manage client relationships and serve as trusted tax advisor to owners and executives.
• Develop and mentor staff accountants and tax professionals; review work and provide feedback.
• Stay current on evolving tax laws and regulations; conduct tax research as needed.
• Support strategic planning and multi-entity structures in client engagements.

Skills

Tax planning

Client relationships

Team leadership

Communication

Education

Bachelor's degree in Accounting

Active CPA license

Job description

Tax Manager, CPA

Tax Advisory | Client Relationships | Team Leadership | Exceptional Work-Life Balance

Compensation: $115,000–$145,000 Base + Performance Bonus + Career Advancement Opportunity

Location: Eau Claire, Wisconsin
Schedule: Flexible Hybrid

Our client, a highly respected CPA and advisory firm with a history dating back to 1947, is seeking an experienced Tax Manager to join its growing Eau Claire office.

This is more than a traditional Tax Manager role.

It's an opportunity to become a trusted advisor to business owners, entrepreneurs, closely held businesses, families, and high-net-worth clients while helping lead a talented team, develop future professionals, and contribute to the continued growth of a firm that genuinely values both professional success and personal well-being.

As the firm continues to experience strong growth, leadership is committed to investing in its people, culture, and long-term future. Professionals enjoy meaningful client relationships, leadership accessibility, career advancement opportunities, and a work environment that supports both career achievement and life outside the office.

Why This Opportunity Stands Out

• $115,000–$145,000 base salary
• Annual performance bonus opportunity
• Flexible and family-friendly work environment
• Strong emphasis on work-life balance
• Established CPA firm with nearly 80 years of success
• Diverse client base and challenging tax engagements
• Leadership role with mentoring responsibilities
• Clear path to continued advancement
• Collaborative and team-oriented culture
• Long-standing client relationships and strong community reputation

Exceptional candidates with advanced tax planning expertise, business development experience, trust and estate taxation experience, or significant leadership capabilities may be considered above the posted compensation range.

About the Firm

Founded in 1947, our client has built a reputation as one of Wisconsin's most respected accounting and advisory firms.

The firm provides a comprehensive suite of services including:

• Tax Planning & Compliance
• Business Advisory Services
• Audit & Assurance
• Outsourced Accounting
• Estate & Succession Planning
• Financial Consulting

With multiple offices throughout Wisconsin and a strong client retention rate, the firm has developed long-standing relationships with businesses, families, nonprofits, and organizations throughout the region.

Their philosophy is simple: invest in people, create exceptional client experiences, and build careers that last.

The Opportunity

As a Tax Manager, you'll serve as a key leader within the tax practice while advising business owners, executives, entrepreneurs, and individual clients on complex tax matters and strategic planning initiatives.

You'll have exposure to:

• Individual & Business Taxation
• Partnership & S-Corporation Taxation
• Fiduciary & Trust Taxation
• Tax Planning & Consulting
• Multi-Entity Business Structures
• Client Advisory Services
• Team Development & Leadership

This role combines technical tax expertise with client advisory responsibilities and leadership opportunities.

Key Responsibilities

Tax Planning & Advisory

• Review and prepare complex individual, business, and fiduciary tax returns
• Develop proactive tax planning strategies and recommendations
• Identify opportunities to reduce tax liabilities and improve client outcomes
• Research federal, state, and local tax issues
• Assist clients with year-round planning and strategic decision-making

Client Relationship Management

• Build and maintain long-term client relationships
• Work directly with business owners and decision-makers
• Gather information necessary for tax compliance and planning engagements
• Serve as a trusted advisor on tax and business matters
• Ensure exceptional client service and timely communication

Leadership & Team Development

• Train, mentor, and develop staff accountants and tax professionals
• Review work product and provide constructive feedback
• Assist with onboarding and professional development initiatives
• Help build future leaders within the organization
• Foster collaboration and accountability within the team

Technical Excellence

• Stay current on evolving tax laws and regulations
• Conduct complex tax research projects
• Provide guidance on technical tax matters
• Ensure compliance with firm quality standards and professional requirements
• Maintain expertise across a variety of tax disciplines

Qualifications

Required

• Bachelor's Degree in Accounting, Finance, or related field
• Active CPA license
• 5+ years of public accounting tax experience
• Strong knowledge of federal and state tax regulations
• Experience reviewing individual and business tax returns
• Excellent communication and client service skills
• Strong project management and organizational abilities

Who Thrives Here?

The ideal candidate:

• Enjoys becoming a trusted advisor to clients
• Values work-life balance and flexibility
• Takes pride in mentoring future professionals
• Enjoys solving complex tax challenges
• Builds strong long-term relationships
• Wants meaningful leadership opportunities
• Appreciates a collaborative, people-first culture

Benefits

• Competitive compensation package
• Performance-based bonus opportunities
• Flexible work environment
• Family-friendly scheduling
• Comprehensive benefits package
• Continuing education and CPA support
• Professional development opportunities
• Leadership training and mentorship
• Career advancement opportunities
• Collaborative team environment
• Strong work-life balance culture

What Makes This Opportunity Different?

Many firms talk about culture. This organization has spent decades building one.

The firm's growth has been fueled by long-standing client relationships, employee retention, and a genuine commitment to helping professionals build rewarding careers. Team members are given opportunities to take ownership of their work, develop meaningful client relationships, and advance at a pace consistent with their goals.

Rather than focusing solely on tax compliance, professionals are encouraged to become trusted advisors who help clients make better financial and business decisions throughout the year.

About Our Client

Our client is a well-established CPA and advisory firm with a legacy of serving Wisconsin businesses and families since 1947. Known for its strong culture, professional development opportunities, and commitment to client service, the firm continues to grow while maintaining the family-oriented atmosphere that has defined its success.

Employees benefit from leadership accessibility, meaningful client interaction, challenging work, and opportunities for long-term professional growth in an environment that values both performance and people.