Tax Manager, CPA

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

Job summary

Wertz & Associates in Eau Claire, WI, seeks an experienced Tax Manager (CPA) to lead a growing tax practice serving business owners, families, and high-net-worth clients. You will guide client relationships, oversee compliance and planning, and mentor a talented team.

The role emphasizes work-life balance, leadership, and collaboration as the firm continues to grow and invest in people. Flexible hybrid work arrangement is available in a respected Wisconsin firm.

Qualifications

• CPA designation required.
• Experience leading a tax team and advisory engagements.
• Ability to advise business owners, entrepreneurs, and high-net-worth clients.

Responsibilities

• Lead tax planning and advisory for individuals and businesses.
• Manage client relationships and act as a trusted tax advisor.
• Develop and mentor staff accountants and tax professionals.
• Stay current on evolving tax laws and regulations.

Skills

Client relationships

Team leadership

Tax planning

Tax research

Communication skills

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.

If you're looking for a leadership opportunity where your expertise, ideas, and contributions are valued, we'd welcome a confidential conversation.

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