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Senior Tax Manager, CPA

$150k - $200k

Wertz & Associates

Job Description

Job Description

Senior Tax Manager, CPA Tax Advisory | Client Leadership | Incoming Book of Business | Partnership Track Opportunity

Compensation: $150,000–$200,000 Base + Performance Bonus + Partnership Path

Our client, a rapidly growing CPA and advisory firm with multiple offices throughout the Western United States, is seeking an experienced Senior Tax Manager, CPA to join its leadership team in Seattle, Washington .

This is a unique opportunity that rarely comes to market.

In addition to stepping into a key leadership role, the successful candidate will have the opportunity to assume responsibility for an established client base as part of a planned transition from a retiring partner. For an ambitious tax professional with partnership aspirations, this creates a clear and accelerated path toward firm leadership and ownership.

The firm provides comprehensive tax planning, accounting, advisory, audit, payroll, and consulting services, working closely with business owners, high-net-worth individuals, investors, family groups, and closely held companies. Clients view the firm as a trusted strategic advisor rather than simply a tax compliance provider.

If you're looking for an opportunity to lead, advise, grow relationships, mentor professionals, and ultimately build equity in a thriving practice, we'd welcome a confidential conversation.

Why This Opportunity Stands Out
  • $150,000–$200,000 base salary
  • Performance-based bonus opportunity
  • Immediate client transition from a retiring partner
  • Clear and realistic path to partnership
  • Established book of business and strong referral network
  • Highly visible leadership role within a growing firm
  • Diverse and sophisticated client relationships
  • Flexible and entrepreneurial culture
  • Relocation assistance available for qualified candidates

Exceptional candidates with substantial public accounting leadership experience, client management expertise, and business-development capabilities may be considered above the posted compensation range.

The Opportunity

As a Senior Tax Manager, you will play a critical role in serving clients, developing staff, and helping drive the continued growth of the practice.

You'll advise entrepreneurs, executives, investors, family-owned businesses, and high-net-worth individuals on tax planning strategies designed to preserve wealth, reduce tax liabilities, and support long-term financial objectives.

This role offers a compelling blend of:

  • Advanced Tax Planning
  • Trusted Client Advisory
  • Team Leadership & Mentorship
  • Business Development
  • Practice Management
  • Future Ownership Opportunity
Key Responsibilities Client Advisory & Tax Strategy
  • Lead complex tax planning engagements for individuals, partnerships, corporations, trusts, and closely held businesses
  • Develop proactive tax strategies that create measurable value for clients
  • Review and oversee preparation of complex tax returns
  • Provide strategic guidance on federal and multi-state tax matters
  • Act as a trusted advisor on tax, business, and financial issues
Leadership & Team Development
  • Mentor and develop tax professionals across the organization
  • Review technical work to ensure quality, accuracy, and compliance
  • Foster a collaborative and high-performance team environment
  • Help strengthen processes, efficiencies, and client service standards
Client Relationships & Practice Growth
  • Manage and expand long-term client relationships
  • Participate in the transition and retention of an existing client base
  • Identify opportunities to expand services and deepen client engagement
  • Assist with networking, business development, and referral growth initiatives
  • Contribute to the strategic direction of the tax practice
Qualifications
  • Active CPA license required
  • Bachelor's Degree in Accounting or related field
  • 10+ years of progressive public accounting tax experience
  • Strong experience with individual, partnership, corporate, fiduciary, and high-net-worth tax engagements
  • Proven client relationship management experience
  • Experience leading teams and mentoring staff
  • Strong communication and business development skills
  • High ownership mentality and commitment to client service excellence
  • Desire to pursue long-term leadership and partnership opportunities
Who Thrives Here?

The ideal candidate is someone who:

  • Enjoys becoming a trusted advisor to clients
  • Wants meaningful influence within a growing organization
  • Views tax as a strategic business tool, not simply compliance work
  • Enjoys developing people and building strong teams
  • Has an entrepreneurial mindset and business-development aptitude
  • Is motivated by the opportunity to inherit client relationships and pursue partnership
Benefits
  • 401(k) with company match
  • 100% employer-paid medical, dental, and vision insurance
  • Company-paid life insurance
  • Health Savings Account (HSA)
  • Flexible Spending Account (FSA)
  • Generous paid time off and paid holidays
  • Flexible scheduling
  • Relocation assistance
  • Leadership development and advancement opportunities
About Our Client

Our client has built a reputation for delivering sophisticated tax and advisory solutions while maintaining the personalized attention and responsiveness of a boutique firm. Their continued growth has created an exceptional opportunity for an experienced tax professional seeking both immediate impact and long-term ownership potential.

With an established client base, strong internal support, and a planned succession opportunity already in motion, this role offers a rare combination of leadership responsibility, client continuity, and partnership potential.

If you're a seasoned public accounting professional ready to take the next step toward firm leadership and ownership, we'd like to speak with you confidentially.

Vacancy posted 23 days ago
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