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Tax Manager, CPA​/EA

Job in Madison, Dane County, Wisconsin, 53774, USA
Listing for: Wertz & Associates
Full Time position
Listed on 2026-09-12
Job specializations:
  • Accounting
    Tax Advisor, Tax Manager, Financial Compliance, Public Accounting
  • Finance & Banking
    Tax Advisor, Tax Manager, Financial Compliance
Salary/Wage Range or Industry Benchmark: 120000 - 165000 USD Yearly USD 120000.00 165000.00 YEAR
Job Description & How to Apply Below

Tax Manager, CPA/EATax Advisory | Client Leadership | Practice Growth | Great Place to Work®

Compensation: $120,000–$165,000 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.

It's 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, you'll enjoy meaningful client interaction, leadership responsibilities, and the opportunity to contribute to the continued growth of a highly respected regional firm.

If you're seeking a leadership position that combines technical tax expertise, relationship management, team development, and advancement potential, we'd welcome a confidential conversation.

Why This Opportunity Stands Out
  • $120,000–$165,000 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, you'll serve as a trusted advisor and leader within the tax practice while overseeing complex engagements and supporting client growth initiatives.

You'll 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…
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