Tax Manager, CPA

Wertz & Associates; Grand Rapids (MI); Hybrid; USD 120,000 - 155,000; Full time

Benefits offered by this job

Hybrid flexibility

Family-friendly culture

Exposure to closely held and family‑in

Direct partner access

Meaningful client relationships

Strong work-life balance

Clear leadership growth opportunities

Job summary

Wertz & Associates in Grand Rapids, MI is seeking a Tax Manager (CPA) to lead tax planning and advisory services for privately held businesses. You will review returns, manage client relationships, and mentor staff while benefiting from a flexible hybrid schedule and strong firm leadership.

The role offers significant client exposure, growth opportunities, and a culture focused on work-life balance and family-friendly values.

Qualifications

• Active CPA required
• 5-10+ years public accounting experience
• Experience reviewing business and individual tax returns
• Strong tax planning and consulting experience
• Client management experience
• Leadership and mentoring capabilities

Responsibilities

• Review business and individual tax returns
• Provide proactive tax planning and consulting to clients
• Lead and mentor staff or junior team members
• Maintain and grow client relationships with privately held businesses and owners

Skills

Public accounting experience

Tax planning

Client management

Leadership & mentoring

Education

CPA certification

Job description

Tax Manager, CPA

Privately Held Business Advisory | Client Leadership | Work-Life Balance

Compensation: $120,000-$155,000 Base + Bonus
Location: Grand Rapids, Michigan
Schedule: Flexible Hybrid

Our client, a well-respected and growing public accounting and advisory firm, is seeking an experienced Tax Manager to join its team in Grand Rapids.

This is an exceptional opportunity for a tax professional who enjoys building client relationships, providing proactive tax planning, and serving as a trusted advisor to privately held businesses and business owners.

Unlike larger firms where professionals can become highly specialized and siloed, this role offers direct exposure to clients, leadership, and a wide range of consulting and advisory opportunities.

Why This Opportunity Stands Out

• $120,000-$155,000 base salary
• Performance bonus opportunity
• Hybrid flexibility
• Family-friendly culture
• Exposure to closely held and family-owned businesses
• Direct access to firm leadership
• Meaningful client relationships
• Strong work-life balance
• Clear leadership growth opportunities

Qualifications

• Active CPA required
• 5-10+ years public accounting experience
• Experience reviewing business and individual tax returns
• Strong tax planning and consulting experience
• Client management experience
• Leadership and mentoring capabilities

About the Clients You'll Serve

You'll work closely with:

• Family-owned businesses
• Entrepreneurs
• Manufacturing companies
• Service businesses
• Real estate investors
• Closely held corporations
• Trust and estate clients

Many of the firm's client relationships span decades, creating an opportunity to truly become part of their success story.

Local Grand Rapids Firm Since 1989

• 35+ Years Serving West Michigan
• Family-Owned & Privately Held Business Focus
• Direct Partner Access
• Alternative to Big Firm Bureaucracy
• Flexible Scheduling
• Family-Friendly Culture
• Business Consulting Beyond Compliance
• Tax, Audit, Valuation & Advisory Services
• Long-Term Client Relationships
• Small Firm Feel, High-Level Client Work
• Commitment to Faith, Family & Community