Tax Manager, CPA

Wertz & Associates; Sioux Falls (SD); On-site; USD 110,000 - 135,000; Full time

Benefits offered by this job

Annual performance bonus

Partnership-track potential

Established client base

Sophisticated tax planning and adviso­

Leadership mentorship opportunities

Strong firm culture and work-life‑bal

Job summary

Wertz & Associates in Sioux Falls, SD is seeking a Tax Manager, CPA to join its leadership team. This role blends high-level tax strategy with client service and staff development, offering a clear path toward partnership and meaningful influence over the firm’s growth.

You will lead complex engagements for owners and closely held businesses, mentor the tax team, and build proactive planning programs while strengthening client relationships in a collaborative, relationship-driven culture.

Qualifications

• Active CPA license required.
• Bachelor's degree in Accounting, Finance, or related field.
• Master's degree in Taxation or Accounting preferred.
• 7–10+ years of progressive public accounting experience.
• Prior supervisory or management experience preferred.
• Strong technical tax knowledge and tax research capabilities.
• Demonstrated experience preparing and reviewing complex tax returns.
• Proven leadership and staff development experience.
• Excellent communication and relationship-building skills.
• Commitment to professional excellence and client service.

Responsibilities

• Lead complex tax planning and compliance engagements for individuals, partnerships, corporations, trusts, and closely held businesses
• Develop proactive tax strategies that create meaningful value for clients
• Research and resolve complex federal, state, and local tax issues
• Keep clients informed regarding tax law changes and planning opportunities
• Serve as a trusted advisor on tax, financial, and business matters
• Mentor, coach, and develop tax professionals across the practice
• Review technical work to ensure quality, accuracy, and compliance
• Assist with training and professional development initiatives
• Foster a culture of accountability, collaboration, and continuous improvement
• Build and maintain strong, long-term client relationships
• Meet regularly with clients to understand business objectives and challenges
• Identify opportunities to expand advisory services and provide additional value
• Support business development and networking initiatives
• Contribute to the continued growth and success of the firm

Skills

Active CPA license

Tax planning

Client relationship management

Leadership

Communication

Mentorship

Education

Bachelor's degree in Accounting, Finance, or related field

Master's degree in Taxation or Accounting preferred

Job description

Tax Manager, CPA

Client Advisory | Leadership Opportunity | Partnership Track

Compensation: $110,000–$135,000 Base + Annual Bonus + Partnership Path

Location: Sioux Falls, South Dakota

Our client, a highly respected and growing public accounting and advisory firm, is seeking an experienced Tax Manager, CPA to join its leadership team in Sioux Falls, South Dakota.

This is more than a traditional tax management position.

It's an opportunity to become a trusted advisor to business owners, entrepreneurs, closely held companies, and high-net-worth individuals while helping lead a talented tax team, strengthen client relationships, and play an integral role in the continued growth of a thriving practice.

Known for combining sophisticated technical expertise with a relationship-driven approach, the firm works closely with clients year-round to provide proactive tax planning, strategic guidance, and practical business solutions that help clients achieve long-term financial success.

If you're looking for a leadership role that offers meaningful client interaction, challenging advisory work, team development responsibilities, and a genuine path toward partnership, we'd welcome a confidential conversation.

Why This Opportunity Stands Out

• $100,000–$125,000 base salary
• Annual performance bonus opportunity
• Clear partnership-track potential
• Established and growing client base
• Sophisticated tax planning and advisory engagements
• Leadership role with mentorship responsibilities
• Strong firm culture focused on relationships, collaboration, and professional growth
• Ongoing training and leadership development opportunities
• Opportunity to influence the future direction of the practice
• Outstanding benefits and work-life balance

Exceptional candidates with significant public accounting leadership experience, advanced technical expertise, or demonstrated business-development capabilities may be considered above the posted compensation range.

The Opportunity

As Tax Manager, you'll serve as both a technical leader and trusted advisor while helping oversee client engagements and develop the next generation of tax professionals.

You'll work directly with business owners, executives, investors, family-owned companies, and individual clients to provide strategic tax planning, compliance oversight, and proactive consulting services.

This role offers a powerful combination of:

• Tax Planning & Advisory
• Client Relationship Management
• Team Leadership & Mentorship
• Practice Growth
• Business Consulting
• Future Firm Leadership

Key Responsibilities

Client Advisory & Tax Strategy

• Lead complex tax planning and compliance engagements for individuals, partnerships, corporations, trusts, and closely held businesses
• Develop proactive tax strategies that create meaningful value for clients
• Research and resolve complex federal, state, and local tax issues
• Keep clients informed regarding tax law changes and planning opportunities
• Serve as a trusted advisor on tax, financial, and business matters

Leadership & Team Development

• Mentor, coach, and develop tax professionals across the practice
• Review technical work to ensure quality, accuracy, and compliance
• Assist with training and professional development initiatives
• Foster a culture of accountability, collaboration, and continuous improvement

Client Relationships & Practice Growth

• Build and maintain strong, long-term client relationships
• Meet regularly with clients to understand business objectives and challenges
• Identify opportunities to expand advisory services and provide additional value
• Support business development and networking initiatives
• Contribute to the continued growth and success of the firm

Qualifications

• Active CPA license required
• Bachelor's degree in Accounting, Finance, or a related field
• Master's degree in Taxation or Accounting preferred
• 7–10+ years of progressive public accounting experience
• Prior supervisory or management experience preferred
• Strong technical tax knowledge and tax research capabilities
• Demonstrated experience preparing and reviewing complex tax returns
• Proven leadership and staff development experience
• Excellent communication and relationship-building skills
• Commitment to professional excellence and client service

Who Thrives Here?

The ideal candidate:

• Enjoys becoming a trusted advisor to business owners and decision-makers
• Thinks strategically rather than transactionally
• Values mentorship and professional development
• Takes ownership of client outcomes and engagement quality
• Has leadership ambitions and a growth mindset
• Wants meaningful influence within a growing organization
• Is interested in a long‑term path toward partnership and firm leadership

Benefits

• Annual Bonus Program
• 401(k) with generous employer match
• Comprehensive health insurance coverage
• Company-paid life insurance
• Health Savings Account (HSA)
• Flexible Spending Account (FSA)
• 10 Paid Holidays
• Summer Fridays Program
• Ongoing professional development and training
• Leadership development opportunities
• Partnership-track potential

About Our Client

Our client is a growth-oriented public accounting and advisory firm with a strong reputation for technical excellence, exceptional client service, and employee development. The firm serves a diverse client base that includes business owners, entrepreneurs, professional service firms, family-owned businesses, and individuals.

Their professionals are trusted advisors who help clients navigate complex financial and tax decisions while building lasting relationships that extend far beyond compliance work.

As the firm continues to grow, they are seeking professionals who want to make a meaningful impact, build strong client relationships, mentor future leaders, and help shape the next chapter of the organization's success.

If you're a CPA looking for a leadership-focused Tax Manager opportunity with strong earning potential, meaningful client relationships, and a genuine path toward partnership, we'd love to speak with you confidentially.