Tax Supervisor, CPA

Wertz & Associates; Town of Brookfield (WI); On-site; USD 95,000 - 125,000; Full time

Benefits offered by this job

Annual bonus opportunities

Profit-sharing program

Flexible work environment

Summer Fridays off

Lifestyle Spending Account

Healthcare options

Job summary

Wertz & Associates in Brookfield, WI seeks a Tax Supervisor (CPA) to lead client engagements, mentor staff, and deliver proactive tax strategies for business owners, entrepreneurs, and high-net-worth individuals. This role emphasizes advisory work beyond traditional compliance and offers growth toward Tax Manager.

You will collaborate with managers and principals to provide year-round tax planning and strategic consulting while advancing your leadership capabilities within a trusted,

Qualifications

• Bachelor's Degree in Accounting or related field required.
• 3+ years of public accounting tax experience required.
• Strong technical tax knowledge.
• Experience reviewing tax returns and supporting client engagements.
• Excellent verbal and written communication skills.
• Strong organizational and project management abilities.
• Commitment to exceptional client service.

Responsibilities

• Review complex business and individual tax returns and identify opportunities for savings.
• Provide consultative solutions and advise clients to achieve financial objectives.
• Mentor and develop staff accountants and seniors; review work and give feedback.
• Coordinate tax engagements from start to finish, managing timelines and budgets.

Skills

Tax knowledge

Client advisory

Leadership

Mentorship

Project management

Communication

Education

Bachelor's Degree in Accounting or related field

Job description

Tax Supervisor, CPA

Tax Advisory | Leadership Development | Client Consulting | Great Place to Work®

Compensation: $95,000–$125,000 Base + Bonus + Profit Sharing Opportunity

Location: Brookfield, Wisconsin

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

This is more than a traditional tax role.

It's an opportunity to become a trusted advisor to business owners, entrepreneurs, and high-net-worth individuals while leading client engagements, mentoring staff, and developing the technical and leadership skills necessary for advancement into Tax Manager and senior leadership roles.

The firm has built a reputation for combining exceptional client service with a collaborative culture that prioritizes employee growth, flexibility, and professional development. As a Tax Supervisor, you'll work closely with managers, principals, and clients to deliver proactive tax strategies and year-round advisory support.

If you're looking for the next step in your public accounting career and want a leadership opportunity with meaningful client interaction, we'd welcome a confidential conversation.

Why This Opportunity Stands Out

• $95,000–$125,000 base salary
• Annual performance bonus opportunities
• Profit-sharing program
• Flexible work environment
• Summer Fridays off
• Lifestyle Spending Account
• Multiple healthcare plan options
• Strong mentorship and leadership development
• Consultative, client-facing role
• Clear path toward Tax Manager advancement
• Great Place to Work® certified organization
• Collaborative and growth-focused culture

Exceptional candidates with advanced tax planning expertise, niche industry experience, or significant client advisory experience may be considered above the posted compensation range.

About the Firm

Our client is a highly respected accounting, consulting, and advisory firm serving businesses, entrepreneurs, nonprofit organizations, and individuals across a variety of industries.

The firm provides services including:

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

The organization is known for investing in its employees through mentoring, professional development, and opportunities for long-term career growth.

The Opportunity

As a Tax Supervisor, you'll serve as both a technical resource and client advisor while leading tax engagements and supporting the development of junior professionals.

You'll gain significant exposure to:

• Business Entity Taxation
• Individual Tax Planning
• Partnership Taxation
• S-Corporation Taxation
• Corporate Taxation
• Tax Research & Consulting
• Client Advisory Services
• Leadership & Staff Development
• Business Planning Strategies

This role provides an excellent combination of technical tax work, client interaction, and supervisory responsibility.

Key Responsibilities

Tax Compliance & Planning

• Review complex business and individual tax returns
• Identify tax-saving opportunities and planning strategies
• Research tax issues and provide practical recommendations
• Ensure compliance with federal, state, and local tax regulations
• Assist clients with year-round tax planning initiatives

Client Advisory Services

• Serve as a trusted advisor to clients
• Provide consultative solutions to business and tax challenges
• Build and maintain strong client relationships
• Communicate complex tax concepts in a clear and actionable manner
• Help clients achieve financial and business objectives

Leadership & Team Development

• Mentor, coach, and develop staff accountants and seniors
• Review work product and provide constructive feedback
• Support training and professional development efforts
• Help build a collaborative and high-performing team culture
• Assist with engagement planning and workflow management

Engagement Management

• Coordinate tax engagements from start to finish
• Monitor project timelines and budgets
• Ensure high-quality client deliverables
• Maintain strong communication with clients and internal stakeholders
• Support operational efficiency and best practices

Qualifications

Required

• Bachelor's Degree in Accounting or related field
• 3+ years of public accounting tax experience
• Strong technical tax knowledge
• Experience reviewing tax returns and supporting client engagements
• Excellent verbal and written communication skills
• Strong organizational and project management abilities
• Commitment to exceptional client service

Who Thrives Here?

The ideal candidate:

• Enjoys helping clients solve complex tax challenges
• Wants meaningful client interaction and advisory responsibilities
• Takes pride in developing and mentoring others
• Enjoys continuous learning and professional growth
• Has aspirations for future leadership opportunities
• Values flexibility and work-life balance
• Wants a long-term career with a growing firm

Benefits

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

What Makes This Opportunity Different?

Many Tax Supervisor positions focus primarily on compliance work.

This opportunity allows you to become a true advisor.

You'll help clients navigate important business and tax decisions, work directly with firm leadership, mentor developing professionals, and gain exposure to strategic consulting opportunities that accelerate both your technical and leadership growth.

The combination of client visibility, professional development, and advancement opportunities makes this an outstanding next step for experienced tax professionals ready to move beyond traditional compliance-focused work.

About Our Client

Our client is a growing professional services firm recognized for exceptional client service, employee development, and an award-winning culture. Through personalized mentoring, leadership accessibility, and ongoing investment in professional growth, the firm has created an environment where talented professionals can build rewarding long-term careers.

Employees enjoy meaningful client relationships, challenging work, strong leadership support, and a culture focused on helping both clients and team members thrive.

If you're a Senior Tax Associate or current Tax Supervisor seeking greater advisory responsibility, leadership opportunities, and a clear path toward Tax Manager, we'd love to speak with you confidentially.