Senior Tax Manager, CPA
$160k - $220kWertz & Associates
Job Description
Job Description
Senior Tax Manager, CPA Tax Leadership | Client Advisory | Business Development | Great Place to Work
Compensation: $160,000–$220,000 Base + Performance Bonus + Leadership Advancement Opportunity
Location: Madison, Wisconsin
Our client, one of the Midwest's fastest-growing professional services firms, is seeking an experienced Senior Tax Manager to join its expanding Tax practice in Madison.
This is more than a traditional tax leadership position.
It's an opportunity to serve as a trusted business advisor to privately held companies, entrepreneurs, family-owned businesses, and high-net-worth clients while leading sophisticated tax engagements, developing future leaders, driving business growth, and working alongside firm leadership in a highly visible role.
The firm has built a reputation for delivering exceptional client service, investing heavily in its people, and creating an environment where high performers can accelerate their careers while maintaining strong client relationships and professional fulfillment.
If you're seeking a leadership opportunity that combines technical expertise, strategic advisory work, business development, and a potential future path toward principal-level leadership, we'd welcome a confidential conversation.
Why This Opportunity Stands Out- $160,000–$220,000 base salary
- Performance-based bonus opportunities
- Leadership role within a growing regional firm
- Significant client advisory responsibilities
- Diverse industry exposure
- Strong business development opportunities
- Direct access to principals and firm leadership
- Personalized career development and mentoring
- Clear advancement path toward Principal and Shareholder-level roles
- Award-winning workplace culture
- Great Place to Work certified organization
Exceptional candidates with advanced tax specialization, industry expertise, business development success, or large client portfolio management experience may be considered above the posted compensation range.
About the FirmOur client is a leading professional services organization providing:
- Tax Planning & Compliance
- Business Advisory Services
- Consulting Services
- Audit & Assurance
- Wealth Advisory Solutions
- Outsourced Accounting Services
The firm serves a diverse client base across multiple industries and is recognized for helping businesses grow while providing employees with meaningful opportunities for professional advancement.
Their culture is centered around collaboration, continuous development, and building long-term relationships with both clients and employees.
The OpportunityAs a Senior Tax Manager, you'll serve as a key leader within the Tax practice, overseeing complex client engagements while acting as a strategic advisor to business owners and executive leadership teams.
You'll gain significant exposure to:
- Advanced Tax Planning
- Business Tax Consulting
- Partnership Taxation
- Corporate Taxation
- High-Net-Worth Tax Planning
- Multi-State Tax Matters
- Client Relationship Management
- Leadership & Team Development
- Practice Growth Initiatives
- Business Development Activities
This role combines technical tax leadership with client advisory responsibilities and strategic practice management.
Key Responsibilities Tax Advisory & Client Consulting- Serve as a trusted advisor to business owners and key stakeholders
- Consult on complex tax matters impacting client operations and growth
- Provide proactive tax planning and strategic recommendations
- Identify opportunities for operational improvements and business efficiencies
- Deliver value-added advisory services throughout the year
- Maintain ownership of complex client engagements and projects
- Build and strengthen long-term client relationships
- Ensure client expectations are exceeded through exceptional service
- Serve as a primary contact for sophisticated tax and business matters
- Drive client retention and satisfaction initiatives
- Oversee engagements from planning through completion
- Coordinate engagement teams and allocate resources effectively
- Ensure projects remain on budget and meet quality standards
- Review work at all levels of the engagement process
- Monitor engagement profitability and efficiency
- Develop new business opportunities
- Expand services with existing clients
- Participate in networking and relationship-building activities
- Support growth initiatives across the tax practice
- Contribute to firm-wide revenue and expansion goals
- Lead, mentor, and develop tax professionals across multiple levels
- Provide coaching, technical guidance, and performance feedback
- Support recruiting and retention initiatives
- Assist with staffing strategies and career development efforts
- Create opportunities for team growth and advancement
- Continue building expertise within designated industries and service areas
- Represent the firm at professional and community events
- Facilitate professional development programs
- Contribute thought leadership through articles, presentations, and training
- Strengthen the firm's market presence and reputation
- Active CPA License
- Bachelor's Degree in Accounting or related field
- 10+ years of public accounting experience
- Significant tax planning and compliance experience
- Strong client relationship management abilities
- Experience supervising and developing staff
- Excellent communication and presentation skills
- Strong project management and organizational abilities
The ideal candidate:
- Enjoys serving as a trusted business advisor
- Wants meaningful leadership influence
- Enjoys mentoring and developing professionals
- Has an entrepreneurial mindset
- Builds strong client relationships naturally
- Enjoys business development and networking
- Is interested in long-term firm leadership opportunities
- Competitive compensation package
- Performance-based bonus opportunities
- Comprehensive healthcare coverage
- Retirement savings programs
- Paid time off and holidays
- Professional development support
- Continuing education assistance
- Personalized mentoring programs
- Career advancement pathways
- Collaborative team environment
- Great Place to Work culture
Many Senior Tax Manager roles focus primarily on review work and technical compliance.
This opportunity places you at the center of client relationships, team leadership, business development, and firm strategy.
You'll work directly with principals and key decision-makers while helping clients solve complex business challenges, developing future leaders within the organization, and contributing to the continued growth of a highly respected professional services firm.
For professionals seeking influence, visibility, and long-term advancement, this role offers a true leadership platform.
About Our ClientOur client is a growing professional services firm recognized for delivering outstanding tax, advisory, and consulting solutions while creating exceptional opportunities for employee growth and development. Through a commitment to collaboration, continuous learning, and client success, the firm has built a culture where talented professionals can thrive and build rewarding long-term careers.
Employees benefit from leadership accessibility, sophisticated client work, personalized mentoring, and the opportunity to make a meaningful impact on both client success and firm growth.
If you're a Senior Tax Manager seeking sophisticated advisory work, leadership opportunities, business development exposure, and a clear path toward future firm leadership, we'd love to speak with you confidentially.
$105k - $169.45k
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