Tax Senior Manager — Strategic Advisory Leader (Hybrid)

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

Benefits offered by this job

Competitive compensation package

Performance-based bonus opportunities

Flexible work arrangements

Professional development and training

Advancement opportunities within a top

Job summary

Wertz & Associates, a nationally recognized advisory firm, seeks a Tax Senior Manager in Charlotte to lead complex tax planning, compliance, and advisory engagements. You will engage with business owners, healthcare systems, financial institutions, real estate operators, and manufacturers, guiding strategy and tax optimization with a collaborative team.

This leadership role offers significant client exposure and advancement potential.

Qualifications

• CPA, EA, or comparable credential.
• 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.

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.
• Build and strengthen long-term client relationships.
• Deliver exceptional client service and strategic guidance.
• Identify opportunities to expand services and deepen client relationships.
• Coordinate tax, advisory, accounting, and consulting engagements.
• Become a trusted advisor on business and tax matters.

Skills

Leadership

Client relationship management

Tax planning advisory

Communication

Problem solving

Education

CPA, EA or equivalent credential

Job description

Wertz & Associates, a nationally recognized advisory firm, seeks a Tax Senior Manager in Charlotte to lead complex tax planning, compliance, and advisory engagements. You will engage with business owners, healthcare systems, financial institutions, real estate operators, and manufacturers, guiding strategy and tax optimization with a collaborative team.

This leadership role offers significant client exposure and advancement potential.