Tax Manager, CPA: Lead Advisory & Partnership Path

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

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.