Tax Manager, CPA

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

Benefits offered by this job

Partnership-track potential

Annual bonus program

Comprehensive health insurance

Job summary

Wertz & Associates in Yankton, SD is seeking a Tax Manager, CPA to join its leadership team. This role focuses on advisory services for business owners, agricultural producers, and closely held enterprises, guiding proactive tax planning and strategic decisions throughout the year.

As a key leader, you will mentor tax professionals, drive client relationships, and help grow the practice toward partnership. A CPA with 7–10 years of public accounting experience and agricultural tax expertise is

Qualifications

• Active CPA license required.
• Bachelor's degree in Accounting, Finance, or related field.
• 7–10+ years of progressive public accounting experience.
• Prior supervisory or management experience preferred.
• Agricultural, agribusiness, or closely held business experience highly desirable.
• Strong communication, leadership, 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 agricultural operations.
• Develop proactive tax strategies that maximize opportunities and minimize risk.
• Research and resolve federal, state, and local tax matters.
• Mentor and develop tax professionals across the firm.
• Build and maintain long-term client relationships and identify advisory opportunities.

Skills

Tax planning

Leadership

Client advisory

Agricultural tax

Business development

Communication skills

Education

CPA license

Bachelor's degree in Accounting/Finance

Job description

Tax Manager, CPA

Agricultural Tax | Client Advisory | Leadership Opportunity | Partnership Track

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

Location: Yankton, 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 Yankton, South Dakota.

This is more than a traditional tax management position.

It's an opportunity to become a trusted advisor to business owners, agricultural producers, family enterprises, and closely held businesses while helping lead a growing team, mentor future leaders, and contribute to the long-term success of an established and expanding firm.

The firm has built a strong reputation by combining deep technical expertise with a relationship-driven approach to client service. Their professionals work closely with clients throughout the year, providing proactive tax planning, strategic guidance, and practical solutions that help drive growth and preserve wealth.

Why This Opportunity Stands Out

• $100,000–$125,000 base salary
• Annual performance bonus opportunity
• Clear partnership-track potential
• Established and loyal client base
• Strong agricultural and agribusiness client exposure
• Meaningful advisory work beyond tax compliance
• Leadership role with mentorship responsibilities
• Supportive and collaborative culture
• Professional development and advancement opportunities
• Excellent work-life balance and benefits package

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

The Opportunity

As Tax Manager, you'll serve as both a technical resource and trusted advisor while helping lead client engagements and develop the firm's tax professionals.

You'll work directly with business owners, agricultural producers, family-owned businesses, closely held companies, and individual clients to provide proactive tax planning, strategic advice, and year-round support.

This role offers a unique blend of:

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

Key Responsibilities

Client Advisory & Tax Strategy

• Lead complex tax planning and compliance engagements for individuals, partnerships, corporations, trusts, and agricultural operations
• Develop proactive tax strategies that maximize opportunities and minimize risk
• Research and resolve complex federal, state, and local tax matters
• Stay current on changing tax regulations and advise clients accordingly
• Serve as a trusted advisor to clients on tax, business, and financial matters

Leadership & Team Development

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

Client Relationships & Practice Growth

• Build and maintain strong, long-term client relationships
• Meet regularly with clients to understand their goals and evolving needs
• Identify opportunities to provide additional value through advisory services
• Support business development and relationship-building initiatives
• Contribute to the long-term growth and success of the practice

Qualifications

• Active CPA license required
• Bachelor's degree in Accounting, Finance, or a related field
• 7–10+ years of progressive public accounting experience
• Prior supervisory or management experience preferred
• Strong technical tax knowledge and research capabilitiesExperience preparing and reviewing complex tax returns
• Agricultural, agribusiness, or closely held business experience highly desirable
• Strong communication, leadership, 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 families
• Thinks strategically rather than transactionally
• Values mentorship and helping others succeed
• Takes ownership of client outcomes and engagement quality
• Has an entrepreneurial mindset and leadership aspirations
• 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)
• Paid Holidays
• Additional seasonal paid time off
• 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 known for its commitment to technical excellence, long-term client relationships, and employee development. The firm serves a diverse base of businesses, agricultural operations, entrepreneurs, families, and individuals, providing proactive tax, accounting, and consulting services designed to help clients achieve lasting success.

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