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Tax Manager, CPAEA

Wertz & Associates


Job Location:

Madison, WI - USA

Monthly Salary: Not provided by the employer
Posted: 1 September 2026 (28 days ago)
Application Deadline: 29 November 2026
Vacancies: 1 Vacancy

Job Summary

Tax Manager CPA/EA
Tax Advisory Client Leadership Practice Growth Great Place to Work

Compensation: $120000$165000 Base Bonus Profit Sharing Opportunity

Location: Madison Wisconsin
Schedule: Flexible Hybrid

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

This is more than a traditional tax management role.

Its an opportunity to become a trusted advisor to business owners entrepreneurs executives and high-net-worth individuals while leading sophisticated tax engagements mentoring talented professionals and helping clients navigate critical financial and business decisions.

The firm has built a strong reputation for delivering exceptional client service while fostering a collaborative culture focused on professional growth flexibility and long-term career success. As a Tax Manager youll enjoy meaningful client interaction leadership responsibilities and the opportunity to contribute to the continued growth of a highly respected regional firm.

If youre seeking a leadership position that combines technical tax expertise relationship management team development and advancement potential wed welcome a confidential conversation.

Why This Opportunity Stands Out
  • $120000$165000 base salary
  • Annual performance bonus opportunities
  • Profit-sharing program
  • Lifestyle Spending Account
  • Multiple healthcare plan options
  • Summer Fridays off
  • Leadership role within a growing tax practice
  • Significant client advisory responsibilities
  • Direct access to firm leadership
  • Strong mentorship and development culture
  • Great Place to Work certified organization
  • Clear advancement path toward Senior Manager and Principal-level leadership

Exceptional candidates with advanced tax planning expertise niche industry specialization business development success or extensive client advisory experience may be considered above the posted compensation range.

About the Firm

Our client is a respected accounting consulting and advisory firm serving privately held businesses entrepreneurs nonprofit organizations and individuals across Wisconsin and the Midwest.

The firm provides services including:

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

The organization is focused on helping clients thrive while creating an environment where talented professionals can grow lead and build rewarding long-term careers.

The Opportunity

As a Tax Manager youll serve as a trusted advisor and leader within the tax practice while overseeing complex engagements and supporting client growth initiatives.

Youll gain exposure to:

  • Advanced Tax Planning
  • Business Entity Taxation
  • Partnership Taxation
  • S-Corporation Taxation
  • Corporate Taxation
  • Individual & High-Net-Worth Tax Planning
  • Tax Research & Consulting
  • Client Relationship Management
  • Staff Development & Leadership
  • Practice Growth Initiatives

This role provides an outstanding blend of technical expertise client service and leadership responsibility.

Key Responsibilities
Tax Planning & Advisory
  • Lead complex tax planning and compliance engagements
  • Develop proactive strategies to minimize tax exposure and maximize client value
  • Advise clients on business structure transactions and growth initiatives
  • Research and resolve complex federal and state tax issues
  • Deliver year-round advisory support and planning recommendations
Client Relationship Management
  • Build and maintain long-term client relationships
  • Serve as a trusted resource for business owners and executives
  • Communicate complex tax concepts in a clear consultative manner
  • Identify opportunities to expand service offerings
  • Ensure exceptional client service and responsiveness
Leadership & Team Development
  • Mentor coach and develop tax professionals
  • Review work product and provide technical guidance
  • Support staff development and performance management
  • Foster collaboration and accountability across engagement teams
  • Help develop future leaders within the tax practice
Engagement & Practice Management
  • Manage engagement workflows deadlines budgets and profitability
  • Oversee quality control and compliance standards
  • Coordinate internal resources and project execution
  • Support operational improvements and efficiency initiatives
  • Collaborate with firm leadership on strategic objectives
Business Development
  • Strengthen client and referral relationships
  • Participate in networking and professional organizations
  • Identify growth opportunities within existing client relationships
  • Support business development and marketing initiatives
  • Contribute to firm growth and market expansion
Qualifications
Required
  • CPA EA or equivalent professional certification
  • Bachelors Degree in Accounting or related field
  • 5 years of public accounting tax experience
  • Strong technical tax planning and compliance knowledge
  • Experience managing client relationships and engagements
  • Proven leadership and staff development experience
  • Excellent communication and project management skills
Who Thrives Here

The ideal candidate:

  • Enjoys serving as a trusted advisor to clients
  • Wants meaningful leadership responsibilities
  • Enjoys mentoring and developing others
  • Has a proactive and consultative mindset
  • Values continuous learning and professional growth
  • Builds strong relationships naturally
  • Seeks long-term advancement within a growing firm
Benefits
  • Competitive compensation package
  • Performance bonus opportunities
  • Profit-sharing program
  • Lifestyle Spending Account
  • Comprehensive healthcare options
  • Retirement savings programs
  • Paid time off and holidays
  • Summer Fridays off
  • Continuing education support
  • Leadership development programs
  • Great Place to Work culture
  • Strong advancement opportunities
What Makes This Opportunity Different

Many Tax Manager positions focus heavily on compliance and review responsibilities.

This opportunity offers the ability to become a true advisor and leader.

Youll work directly with business owners and executives on strategic tax and business matters mentor the next generation of professionals and play a meaningful role in the continued growth of a respected advisory firm. Leadership actively supports career growth while providing the flexibility resources and collaborative environment necessary for long-term success.

About Our Client

Our client is a growing professional services firm known for technical excellence exceptional client service and a strong commitment to employee development. Through investment in its people leadership and culture the firm has created an environment where motivated professionals can thrive while building meaningful careers and lasting client relationships.

Employees benefit from leadership accessibility sophisticated client work professional development opportunities and a culture that genuinely values both career achievement and personal well-being.

If youre a Tax Manager seeking greater client influence leadership opportunities sophisticated advisory work and a clear path toward senior leadership wed love to speak with you confidentially.