Tax Manager, CPA/EA

Wertz & Associates; Madison (WI); Hybrid; USD 120,000 - 165,000; Full time

Benefits offered by this job

Performance bonus opportunities

Profit-sharing program

Lifestyle Spending Account

Comprehensive healthcare options

Summer Fridays off

Great Place to Work culture

Job summary

Wertz & Associates in Madison, WI is seeking a Tax Manager (CPA/EA) to lead advanced tax engagements and advise on complex planning for business owners and high-net-worth individuals. The role blends technical tax proficiency with leadership, client mentorship, and growth initiatives within a growing advisory practice.

The position offers a hybrid schedule, exposure to cross-functional teams, and opportunities to influence strategy while mentoring professionals and expanding client service

Qualifications

• CPA, EA, or equivalent professional certification
• Bachelor's Degree in Accounting or related field
• 5+ years of public accounting tax experience
• Strong technical tax planning and compliance knowledge
• Experience managing client relationships and engagements
• Proven leadership and staff development experience
• Excellent communication and project management skills

Responsibilities

• Lead complex tax planning and compliance engagements
• Develop proactive strategies to minimize tax exposure and maximize client value
• Advise clients on business structure, transactions, and growth initiatives
• Research and resolve complex federal and state tax issues
• Deliver year-round advisory support and planning recommendations
• Build and maintain long-term client relationships
• Mentor, coach, and develop tax professionals
• Review work product and provide technical guidance
• Oversee budgets, engagements, and profitability
• Support business development and marketing initiatives

Skills

Client relationship management

Leadership & staff development

Communication

Project management

Advanced tax planning

Education

CPA, EA or equivalent certification

Bachelor's Degree in Accounting or related field

Job description

Tax Manager, CPA/EA

Tax Advisory | Client Leadership | Practice Growth | Great Place to Work®

Compensation: $120,000–$165,000 Base + Bonus + Profit Sharing Opportunity

Location: Madison, Wisconsin
Schedule: Flexible Hybrid

Our client, a leading public accounting and advisory firm recognized as a Great Place to Work®, is seeking an experienced Tax Manager to join its growing Madison office.

This is more than a traditional tax management role.

It's an opportunity to become a trusted advisor to business owners, entrepreneurs, executives, and high-net-worth individuals while leading sophisticated tax engagements, mentoring talented professionals, and helping clients navigate critical financial and business decisions.

The firm has built a strong reputation for delivering exceptional client service while fostering a collaborative culture focused on professional growth, flexibility, and long-term career success. As a Tax Manager, you'll enjoy meaningful client interaction, leadership responsibilities, and the opportunity to contribute to the continued growth of a highly respected regional firm.

If you're seeking a leadership position that combines technical tax expertise, relationship management, team development, and advancement potential, we'd welcome a confidential conversation.

Why This Opportunity Stands Out

• $120,000–$165,000 base salary
• Annual performance bonus opportunities
• Profit-sharing program
• Lifestyle Spending Account
• Multiple healthcare plan options
• Summer Fridays off
• Leadership role within a growing tax practice
• Significant client advisory responsibilities
• Direct access to firm leadership
• Strong mentorship and development culture
• Great Place to Work® certified organization
• Clear advancement path toward Senior Manager and Principal-level leadership

Exceptional candidates with advanced tax planning expertise, niche industry specialization, business development success, or extensive client advisory experience may be considered above the posted compensation range.

About the Firm

Our client is a respected accounting, consulting, and advisory firm serving privately held businesses, entrepreneurs, nonprofit organizations, and individuals across Wisconsin and the Midwest.

The firm provides services including:

• Tax Planning & Compliance
• Business Advisory Services
• Audit & Assurance
• Wealth Advisory Solutions
• Outsourced Accounting Services
• Strategic Consulting

The organization is focused on helping clients thrive while creating an environment where talented professionals can grow, lead, and build rewarding long-term careers.

The Opportunity

As a Tax Manager, you'll serve as a trusted advisor and leader within the tax practice while overseeing complex engagements and supporting client growth initiatives.

You'll gain exposure to:

• Advanced Tax Planning
• Business Entity Taxation
• Partnership Taxation
• S-Corporation Taxation
• Corporate Taxation
• Individual & High-Net-Worth Tax Planning
• Tax Research & Consulting
• Client Relationship Management
• Staff Development & Leadership
• Practice Growth Initiatives

This role provides an outstanding blend of technical expertise, client service, and leadership responsibility.

Key Responsibilities

Tax Planning & Advisory

• Lead complex tax planning and compliance engagements
• Develop proactive strategies to minimize tax exposure and maximize client value
• Advise clients on business structure, transactions, and growth initiatives
• Research and resolve complex federal and state tax issues
• Deliver year-round advisory support and planning recommendations

Client Relationship Management

• Build and maintain long-term client relationships
• Serve as a trusted resource for business owners and executives
• Communicate complex tax concepts in a clear, consultative manner
• Identify opportunities to expand service offerings
• Ensure exceptional client service and responsiveness

Leadership & Team Development

• Mentor, coach, and develop tax professionals
• Review work product and provide technical guidance
• Support staff development and performance management
• Foster collaboration and accountability across engagement teams
• Help develop future leaders within the tax practice

Engagement & Practice Management

• Manage engagement workflows, deadlines, budgets, and profitability
• Oversee quality control and compliance standards
• Coordinate internal resources and project execution
• Support operational improvements and efficiency initiatives
• Collaborate with firm leadership on strategic objectives

Business Development

• Strengthen client and referral relationships
• Participate in networking and professional organizations
• Identify growth opportunities within existing client relationships
• Support business development and marketing initiatives
• Contribute to firm growth and market expansion

Qualifications

Required

• CPA, EA, or equivalent professional certification
• Bachelor's Degree in Accounting or related field
• 5+ years of public accounting tax experience
• Strong technical tax planning and compliance knowledge
• Experience managing client relationships and engagements
• Proven leadership and staff development experience
• Excellent communication and project management skills

Who Thrives Here?

The ideal candidate:

• Enjoys serving as a trusted advisor to clients
• Wants meaningful leadership responsibilities
• Enjoys mentoring and developing others
• Has a proactive and consultative mindset
• Values continuous learning and professional growth
• Builds strong relationships naturally
• Seeks long-term advancement within a growing firm

Benefits

• Competitive compensation package
• Performance bonus opportunities
• Profit-sharing program
• Lifestyle Spending Account
• Comprehensive healthcare options
• Retirement savings programs
• Paid time off and holidays
• Summer Fridays off
• Continuing education support
• Leadership development programs
• Great Place to Work® culture
• Strong advancement opportunities

What Makes This Opportunity Different?

Many Tax Manager positions focus heavily on compliance and review responsibilities.

This opportunity offers the ability to become a true advisor and leader.

You'll work directly with business owners and executives on strategic tax and business matters, mentor the next generation of professionals, and play a meaningful role in the continued growth of a respected advisory firm. Leadership actively supports career growth while providing the flexibility, resources, and collaborative environment necessary for long-term success.

About Our Client

Our client is a growing professional services firm known for technical excellence, exceptional client service, and a strong commitment to employee development. Through investment in its people, leadership, and culture, the firm has created an environment where motivated professionals can thrive while building meaningful careers and lasting client relationships.

Employees benefit from leadership accessibility, sophisticated client work, professional development opportunities, and a culture that genuinely values both career achievement and personal well-being.

If you're a Tax Manager seeking greater client influence, leadership opportunities, sophisticated advisory work, and a clear path toward senior leadership, we'd love to speak with you confidentially.