Tax Senior Manager: Strategic Advisor & Growth Leader

Wertz & Associates; Charlotte (NC); Hybrid; USD 160,000 - 220,000; Full time

Benefits offered by this job

Flexible hybrid schedule

Performance bonus opportunities

Leadership development

Job summary

Wertz & Associates in Charlotte, NC, seeks a Tax Senior Manager to lead complex tax planning and advisory engagements for a diverse client base. This leadership role offers broad exposure to healthcare, financial institutions, real estate, and manufacturing clients, with the opportunity to mentor tax professionals and advance to Principal-level leadership within a nationally recognized advisory firm.

The role emphasizes strategic tax solutions, client service, and collaboration across the tax

Qualifications

• CPA or EA credential required.
• 7+ years of tax experience in public accounting, consulting, or corporate tax leadership.
• Strong tax planning and advisory experience.
• Experience managing complex client engagements.
• Proven leadership and mentoring abilities.
• Excellent communication and relationship-building skills.
• Strong analytical and problem-solving capabilities.

Responsibilities

• Lead sophisticated tax planning, compliance, and advisory engagements.
• Advise clients on complex tax matters and strategic business decisions.
• Develop proactive strategies that improve client outcomes and tax efficiency.
• Serve as a trusted resource for executives, ownership groups, and leadership teams.
• Assist clients in navigating evolving tax regulations and business challenges.

Skills

Leadership

Client relationship management

Tax planning

Communication

Problem solving

Education

CPA or EA credential

Job description

Wertz & Associates in Charlotte, NC, seeks a Tax Senior Manager to lead complex tax planning and advisory engagements for a diverse client base. This leadership role offers broad exposure to healthcare, financial institutions, real estate, and manufacturing clients, with the opportunity to mentor tax professionals and advance to Principal-level leadership within a nationally recognized advisory firm.

The role emphasizes strategic tax solutions, client service, and collaboration across the tax