Tax Manager, CPA

Wertz & Associates; Lincoln (NE); Hybrid; USD 105,000 - 130,000; Full time

Benefits offered by this job

Flexible hybrid scheduling

Leadership development and mentorship

Bonus opportunities

Job summary

Wertz & Associates in Lincoln, Nebraska is seeking a Tax Manager, CPA to lead tax engagements, mentor staff, and help grow the firm’s advisory services. This role combines technical tax work with leadership, client relationships, and strategic growth in a flexible hybrid environment.

The ideal candidate brings CPA credentials and 5+ years of public accounting tax experience, with opportunities toward senior management and partnership, while maintaining a healthier workload balance.

Qualifications

• Active CPA license
• 5+ years of public accounting tax experience
• Experience reviewing complex tax returns
• Strong tax planning and advisory skills
• Experience managing client engagements
• Excellent communication and relationship management abilities

Responsibilities

• Tax Planning & Advisory: Develop proactive tax planning strategies for clients
• Client Relationship Management: Serve as a trusted advisor and maintain long-term client relationships
• Tax Compliance & Review: Oversee preparation/review of tax returns and ensure regulatory compliance
• Leadership & Team Development: Supervise and mentor accounting professionals and help develop future leaders

Skills

Tax planning

Client advisory

Communication

Mentoring

Education

Bachelor's Degree in Accounting or related field

Job description

Tax Manager,CPA

Public Accounting Leadership | Advisory Services | Future Partnership Potential | Exceptional Work-Life Balance

Compensation: $105,000 - $130,000+ Base + Performance Bonus Opportunities

Location: Lincoln, Nebraska
Schedule: Flexible Hybrid

Our client, a highly respected and long-established CPA and advisory firm, is seeking an experienced Tax Manager to join its Lincoln, Nebraska office.

This is more than a traditional Tax Manager position.

It's an opportunity to join a firm that is deeply committed to employee growth, mentorship, client relationships, and long-term career development. Whether your goal is to deepen your technical expertise, become a recognized industry specialist, grow into firm leadership, or ultimately pursue partnership, this firm provides the support and opportunities to help you get there.

What truly sets this opportunity apart is the culture.

While many public accounting firms continue to demand excessive hours, this firm is committed to maintaining a sustainable environment. During tax season, employees generally work approximately 47-hour weeks, creating a much healthier balance than many firms in the public accounting industry.

Why This Opportunity Stands Out

• $105,000 - $130,000+ base salary
• Performance-based bonus opportunities
• 47-hour tax season workweeks
• Flexible hybrid work environment
• Clear path toward Senior Manager and Partner opportunities
• Strong mentorship and leadership development
• Opportunity to develop niche industry expertise
• Established, long-term client relationships
• Significant client-facing responsibilities
• Collaborative culture focused on professional growth
• Strong employee retention and firm stability

About the Firm

Our client has built a reputation for providing exceptional accounting, tax, audit, and advisory services while maintaining a strong commitment to employee development.

The firm serves clients across a diverse range of industries, including:

• Agriculture
• Construction & Contracting
• Manufacturing
• Healthcare
• Not-for-Profit Organizations
• Government Entities
• Colleges & Universities
• Dealerships
• Privately Held Businesses

Professionals are encouraged to develop areas of specialization and become trusted advisors within their industries of interest.

The Opportunity

As a Tax Manager, you'll serve as a key advisor to clients while helping lead engagement teams and supporting the continued growth of the practice.

You'll gain exposure to:

• Individual Taxation
• Partnership Taxation
• S-Corporation Taxation
• Corporate Taxation
• Multi-State Tax Matters
• Business Advisory Services
• Tax Planning Strategies
• Industry-Specific Tax Consulting
• Staff Development & Mentoring
• Client Relationship Management

This role offers an ideal balance of technical tax work, advisory responsibilities, leadership, and career advancement.

Key Responsibilities

Tax Planning & Advisory

• Develop proactive tax planning strategies for clients
• Research and resolve complex tax issues
• Provide guidance on business and financial decisions
• Identify tax-saving opportunities and planning initiatives
• Assist clients in achieving long-term business objectives

Client Relationship Management

• Serve as a trusted advisor to business owners and executives
• Develop and maintain long-term client relationships
• Participate in client meetings and planning discussions
• Deliver exceptional service and responsiveness
• Identify opportunities to expand services and strengthen relationships

Tax Compliance & Review

• Review complex individual and business tax returns
• Oversee engagement quality and compliance
• Ensure adherence to federal and state tax regulations
• Manage multiple client engagements and deadlines
• Assist with technical tax research and special projects

Leadership & Team Development

• Supervise and mentor accounting professionals
• Review work product and provide coaching
• Assist in training and professional development initiatives
• Help develop future firm leaders
• Foster collaboration and accountability across teams

Qualifications

Required

• Active CPA license
• Bachelor's Degree in Accounting or related field
• 5+ years of public accounting tax experience
• Experience reviewing complex tax returns
• Strong tax planning and advisory skills
• Experience managing client engagements
• Excellent communication and relationship management abilities

Who Thrives Here?

The ideal candidate:

• Enjoys building long-term client relationships
• Wants meaningful leadership responsibilities
• Values mentorship and professional growth
• Enjoys helping businesses solve complex challenges
• Wants to specialize within an industry niche
• Appreciates a healthy work-life balance
• Seeks a long-term career path with advancement opportunities

Benefits

• Competitive compensation package
• Performance-based bonus opportunities
• Flexible hybrid scheduling
• Manageable busy season expectations
• Continuing education support
• CPA development and leadership training
• Strong mentorship culture
• Advancement opportunities
• Collaborative and supportive work environment

What Makes This Opportunity Different?

Many Tax Manager opportunities promise work-life balance but fail to deliver during busy season.

This firm has intentionally created a culture where professionals can grow their careers, build meaningful client relationships, and pursue leadership opportunities without sacrificing their personal lives. The firm's commitment to approximately 47-hour tax season workweeks, employee development, and long-term career growth makes this one of the more attractive public accounting leadership opportunities in the Lincoln market.

About Our Client

Our client is a highly respected CPA and advisory firm known for technical excellence, exceptional client service, and a genuine commitment to employee development. Through mentorship, specialization opportunities, leadership training, and a collaborative culture, the firm provides professionals with the resources and support necessary to build rewarding long-term careers.

If you're a Tax Manager, CPA, or experienced public accounting professional seeking leadership opportunities, strong client relationships, and a healthier approach to public accounting, we'd love to speak with you confidentially.