Tax Supervisor (CPA) - Hybrid, Leadership & Advisory

Wertz & Associates; Madison (WI); Hybrid; USD 95,000 - 125,000; Full time

Benefits offered by this job

Annual bonus opportunities

Profit-sharing program

Lifestyle Spending Account

Comprehensive healthcare options

Summer Fridays off

Mentorship and leadership development

Job summary

Wertz & Associates seeks a Tax Supervisor in Madison, WI to lead tax engagements for business owners and high-net-worth individuals. This senior role blends technical tax work with advisory client service, mentoring staff, and developing leadership skills toward Tax Manager levels.

The position offers a flexible hybrid schedule, competitive compensation, bonuses, and profit sharing. You’ll collaborate with managers, principals, and clients to deliver proactive tax planning year-round.

Qualifications

• Strong technical tax knowledge
• Excellent verbal and written communication skills
• Strong organizational and project management abilities

Responsibilities

• Review complex tax returns and ensure quality client deliverables
• Lead tax engagements with oversight from managers and principals
• Mentor staff accountants and seniors, overseeing staff development
• Coordinate engagements from start to finish, including planning and budgeting
• Provide consultative, client-facing tax advisory and planning services

Skills

Tax knowledge

Communication skills

Organization & PM

Education

Bachelor's Degree in Accounting or related field

Job description

Wertz & Associates seeks a Tax Supervisor in Madison, WI to lead tax engagements for business owners and high-net-worth individuals. This senior role blends technical tax work with advisory client service, mentoring staff, and developing leadership skills toward Tax Manager levels.

The position offers a flexible hybrid schedule, competitive compensation, bonuses, and profit sharing. You’ll collaborate with managers, principals, and clients to deliver proactive tax planning year-round.