Tax Manager, CPA

Wertz & Associates; Yakima (WA); On-site; USD 100,000 - 150,000; Full time

Benefits offered by this job

Competitive compensation package

Medical insurance

Health Savings Account

Flexible Spending Account

401(k)

Paid Time Off

Professional development opportunities

Flexible and supportive work环境

Job summary

Wertz & Associates in Washington seeks a Tax Manager, CPA to join the leadership team, lead client engagements, mentor staff, and shape the firm’s future.

You’ll work with business owners, agricultural operators, professionals, and closely held entities, delivering proactive tax planning, advisory services, and high‑level guidance.

Qualifications

• Active CPA license required.
• 5+ years of public accounting experience.
• Strong communication and leadership abilities.
• Experience reviewing tax engagements and managing client relationships.

Responsibilities

• Lead and review complex tax engagements for individuals, partnerships, S-corporations, C-corporations, trusts, and fiduciaries.
• Develop proactive tax strategies to reduce risk and improve outcomes.
• Provide advisory services on entity structure, business planning, succession, and tax efficiency.
• Mentor staff and manage client relationships and engagements.

Skills

Public accounting leadership

Client relationship management

Tax planning strategy

Mentoring staff

Education

Bachelor's Degree in Accounting or related field

CPA license

Master's Degree in Taxation (preferred)

Job description

Tax Manager, CPA

Public Accounting | Client Advisory | Leadership Opportunity | Future Ownership Potential

Compensation: $100,000–$150,000 Base + Performance Bonus + Ownership Potential

Location: Yakima or Prosser, Washington

Our client, a respected and growing public accounting firm serving businesses and individuals throughout Central Washington and beyond, is seeking a Tax Manager, CPA to join its leadership team.

This is an opportunity to join a firm where your voice matters, your client relationships are valued, and your career path is not limited by layers of bureaucracy.

The firm has built its reputation on delivering exceptional tax, accounting, and advisory services to privately held businesses, business owners, agricultural operations, professionals, and individuals. As the practice continues to grow, they are seeking an experienced tax professional who is eager to lead client engagements, mentor staff, provide proactive planning strategies, and help shape the future of the firm.

Exceptional candidates with significant public accounting leadership experience, a proven track record of client management, or business-development capabilities may be considered above the posted compensation range.

Why This Opportunity Stands Out

• $100,000–$150,000 base salary
• Performance-based bonus opportunities
• Potential future ownership opportunities
• Direct access to firm leadership and decision-makers
• Diverse client base across multiple industries
• Meaningful advisory work beyond tax compliance
• Opportunity to influence firm growth and strategy
• Modern technology and efficient workflows
• Supportive and collaborative culture
• Strong work-life balance and flexibility

The Opportunity

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

You'll work directly with business owners, entrepreneurs, investors, agricultural operators, and closely held companies to provide proactive tax planning, strategic guidance, and high-level advisory services.

This position offers a unique combination of:

• Tax Planning & Compliance
• Business Advisory Services
• Client Relationship Leadership
• Team Development & Mentorship
• Practice Growth
• Future Leadership Opportunities

Key Responsibilities

Tax Advisory & Planning

• Lead and review complex individual, partnership, S-corporation, C-corporation, trust, and fiduciary tax engagements
• Develop proactive tax strategies that help clients reduce risk and improve financial outcomes
• Provide consulting and advisory services regarding entity structure, business planning, succession strategies, and tax efficiency
• Research and resolve complex tax issues while providing practical, client-focused recommendations

Client Leadership

• Serve as the primary advisor for key client relationships
• Meet regularly with clients to understand goals, challenges, and opportunities
• Deliver exceptional service while identifying opportunities to expand advisory relationships
• Build long-term trust through responsive communication and strategic thinking

Team Development & Management

• Review tax returns and engagements for quality, accuracy, and compliance
• Mentor, coach, and develop staff and senior accountants
• Manage workflow, deadlines, and engagement profitability
• Support an environment focused on collaboration, accountability, and professional growth

Practice Growth

• Participate in business development initiatives and relationship-building efforts
• Develop professional referral networks
• Help identify opportunities to improve processes and client service delivery
• Contribute to the long-term strategic growth of the firm

Qualifications

• Active CPA license required
• Bachelor's Degree in Accounting or related field
• 5+ years of public accounting experience
• Strong experience with business and individual taxation
• Experience reviewing tax engagements and managing client relationships
• Excellent written and verbal communication skills
• Strong analytical, critical-thinking, and problem-solving abilities
• Demonstrated leadership and project management skills
• Commitment to exceptional client service

Preferred Qualifications

• Master's Degree in Taxation or related discipline
• Prior experience managing staff and client engagements
• Experience advising closely held businesses and business owners

Who Thrives Here?

The ideal candidate:

• Thinks like an advisor, not simply a tax preparer
• Enjoys helping business owners solve complex challenges
• Wants direct interaction with firm leadership
• Values long-term client relationships
• Takes pride in mentoring and developing others
• Has an entrepreneurial mindset and enjoys contributing to firm growth
• Is interested in increasing leadership responsibilities and potential future ownership opportunities

Benefits

• Competitive compensation package
• Performance bonus opportunities
• Medical insurance
• Health Savings Account (HSA)
• Flexible Spending Account (FSA)
• 401(k)
• Paid Time Off
• Professional development opportunities
• Flexible and supportive work environment

About Our Client

Our client combines the technical sophistication and professional opportunities of a larger public accounting firm with the accessibility, flexibility, and personal relationships of a locally rooted practice.

Their professionals work directly with business owners, leaders, and individuals to provide meaningful tax, accounting, and advisory solutions that help clients achieve long-term success. As the firm continues to grow, they are seeking professionals who want to expand their impact, build strong client relationships, develop future leaders, and play an important role in the continued success of the organization.