Tax Manager, CPA

Wertz & Associates; Surprise (AZ); Hybrid; USD 125,000 - 165,000; Full time

Benefits offered by this job

Health insurance

401(k) retirement plan

Paid time off and holidays

Continuing education support

Job summary

Wertz & Associates is actively seeking a Tax Manager (CPA) in Surprise, AZ, to oversee sophisticated tax engagements and serve as a strategic advisor to a diverse client base including entrepreneurs, real estate professionals, and high-net-worth individuals.

The role emphasizes leadership, client advisory work, and career advancement within a respected CPA and advisory firm, with a flexible hybrid schedule and ongoing professional development opportunities.

Qualifications

• Active CPA license.
• 5+ years of public accounting tax experience.
• Experience reviewing individual and business tax returns.
• Strong technical tax knowledge.
• Excellent communication and client service skills.
• Strong organizational and project management abilities.
• Ability to lead teams and manage multiple priorities.

Responsibilities

• Oversee complex federal and multi-state tax engagements and ensure compliance.
• Provide year-round tax planning and consulting support to clients.
• Mentor and develop tax professionals; review work products for quality and accuracy.
• Manage engagement budgets, timelines, and resource allocation.
• Foster strong client relationships and serve as a trusted advisor to business owners and executives.

Skills

Leadership

Client advisory

Tax knowledge

Project management

Education

CPA license

Job description

Tax Manager, CPA

Tax Advisory | Client Relationships | Leadership Opportunity | Career Advancement

Compensation: $125,000–$165,000 Base + Performance Bonus + Growth Opportunities

Location: Surprise, Arizona
Schedule: Flexible Hybrid

Our client, a respected and growing CPA and advisory firm, is seeking an experienced Tax Manager to join its Surprise office.

This is more than a traditional tax management role.

It's an opportunity to work directly with entrepreneurs, business owners, real estate investors, healthcare professionals, high-net-worth individuals, and closely held companies while providing strategic tax guidance, overseeing complex engagements, mentoring staff, and helping clients achieve their financial and business goals.

The firm has built a reputation for delivering exceptional client service, technical expertise, and practical business solutions. As a Tax Manager, you'll play a key role in strengthening client relationships, developing future leaders, and contributing to the continued growth of the tax practice.

If you're looking for a position that combines technical tax expertise, client advisory work, leadership responsibility, and meaningful career advancement opportunities, we'd welcome a confidential conversation.

Why This Opportunity Stands Out

• $125,000–$165,000 base salary
• Performance-based bonus opportunities
• Flexible hybrid work environment
• Established and respected public accounting firm
• Significant client-facing and advisory responsibilities
• Diverse client portfolio across multiple industries
• Opportunity to mentor and develop tax professionals
• Direct access to firm leadership
• Continuing education and professional development support
• Clear path toward Senior Manager and Partner-track opportunities
• Collaborative and relationship-focused culture

Exceptional candidates with advanced tax planning expertise, business development success, or extensive experience managing complex client relationships may be considered above the posted compensation range.

About the Firm

Our client is a full-service public accounting and advisory firm serving businesses, organizations, entrepreneurs, and individuals.

Services include:

• Tax Planning & Compliance
• Business Advisory Services
• Accounting & Client Services
• Audit & Assurance
• Estate & Trust Planning
• Financial Consulting

The firm is committed to helping clients make informed decisions while providing accounting professionals with opportunities for long-term career growth and leadership development.

The Opportunity

As a Tax Manager, you'll oversee sophisticated tax engagements while serving as a trusted advisor to a broad range of clients.

You'll gain exposure to:

• Individual Tax Planning
• Partnership Taxation
• S-Corporation Taxation
• Corporate Taxation
• Estate & Trust Tax Matters
• Tax Research & Consulting
• IRS & State Notice Resolution
• Client Advisory Services
• Leadership & Team Development

This position offers an excellent combination of technical tax work, strategic consulting, leadership, and relationship management.

Key Responsibilities

Tax Planning & Compliance

• Prepare and review complex individual and business tax returns
• Oversee federal and multi-state tax compliance engagements
• Research and resolve technical tax matters
• Develop proactive tax-saving strategies for clients
• Stay current on evolving tax laws and regulations

Client Advisory Services

• Build and maintain strong client relationships
• Provide year-round tax planning and consulting support
• Advise clients on business and financial decisions
• Communicate complex tax concepts in a practical and understandable way
• Deliver exceptional service and responsiveness

Leadership & Team Development

• Mentor, coach, and develop tax professionals
• Review work product and provide technical guidance
• Assist with workflow planning and resource management
• Foster collaboration and accountability across teams
• Support recruiting and professional development initiatives

Engagement Management

• Manage multiple tax engagements simultaneously
• Monitor budgets, timelines, and deadlines
• Coordinate with internal teams and firm leadership
• Ensure quality standards are consistently achieved
• Address client concerns proactively and professionally

Qualifications

Required

• Active CPA license
• 5+ years of public accounting tax experience
• Experience reviewing individual and business tax returns
• Strong technical tax knowledge
• Excellent communication and client service skills
• Strong organizational and project management abilities
• Ability to lead teams and manage multiple priorities

Who Thrives Here?

The ideal candidate:

• Enjoys serving as a trusted advisor to clients
• Wants meaningful leadership responsibility
• Takes a proactive approach to tax planning and consulting
• Enjoys mentoring and developing professionals
• Values collaboration and continuous learning
• Wants long-term career advancement opportunities
• Enjoys helping businesses and individuals succeed

Benefits

• Competitive compensation package
• Performance-based bonus opportunities
• Flexible hybrid scheduling
• Health insurance
• 401(k) retirement plan
• Paid time off and holidays
• Life insurance
• Continuing education support
• Professional development opportunities
• Long-term advancement potential

What Makes This Opportunity Different?

Many Tax Manager opportunities focus primarily on compliance and return review.

This opportunity provides the ability to become a strategic advisor to clients while helping lead the future growth of the tax practice. You'll work directly with business owners and decision-makers, helping them identify planning opportunities, solve complex tax issues, and make better financial decisions while developing future leaders within the firm.

The role offers the visibility, responsibility, and career trajectory that experienced public accounting professionals seek.

About Our Client

Our client is a respected CPA and advisory firm known for technical excellence, long-standing client relationships, and a commitment to employee development. Through strong leadership, a collaborative culture, and a client-centered approach, the firm provides professionals with the resources and opportunities needed to build rewarding, long-term careers.

If you're a Tax Manager seeking greater client exposure, leadership opportunities, and long-term career growth within a respected public accounting firm, we'd love to speak with you confidentially.