Tax Manager​/Senior Tax Manager​/Tax Director

Ready for More Than Another Tax-Season Job?

Wealth Management CPAs is looking for an experienced tax professional to join our firm in a key leadership role.

We are intentionally open to hiring at the Tax Manager, Senior Tax Manager, or Tax Director level because we're focused on finding the right person—not simply filling a predetermined title.

Our tax practice prepares approximately 1,200 tax returns annually
, and our longtime tax leader is beginning a gradual transition toward retirement. This creates a unique opportunity for the right person to work alongside an experienced tax professional, learn the practice and our clients, and assume increasing leadership responsibility.

For an exceptional candidate, this position could ultimately lead to overall leadership of the tax practice and a potential future path to partnership.

This is not simply a tax preparation and review position.

We are looking for someone who wants to become an important part of the future of our firm.

Depending on experience, the position could range from a strong Tax Manager who takes significant responsibility for preparation, review, clients, and workflow to an experienced Director who is prepared to assume substantial leadership responsibility for the entire tax practice.

We care much more about finding the right person than fitting someone into a particular title.

Depending on your experience and level, responsibilities will include:

• Prepare and review individual, partnership, S-corporation, business, trust, and other tax returns
• Review complex returns and provide technical guidance to other members of the tax team
• Manage client engagements, deadlines, and tax-season workflow
• Build strong, long-term relationships with clients
• Provide proactive tax planning and strategy
• Mentor and develop other tax professionals
• Help manage capacity and ensure work moves efficiently through the firm
• Identify opportunities to improve processes, technology, workflow, and efficiency
• Collaborate with wealth management professionals when tax and financial planning intersect
• Help evaluate staffing, pricing, client service, and other strategic decisions affecting the tax practice
• Assume increasing responsibility for the operation and leadership of the tax practice

For a Director-level candidate, we would expect the role to include substantial ownership of tax operations, team leadership, client relationships, and the successful execution of tax season.

The right candidate will likely have:

• 5+ years of meaningful tax experience, preferably in public accounting
• Strong knowledge of individual and closely held business taxation
• Significant tax preparation and review experience
• The ability to manage a high-volume workload while maintaining quality
• Strong client communication and relationship skills
• Experience reviewing and developing other tax professionals
• Excellent judgment, organization, and follow-through
• A practical, problem-solving mindset
• A willingness to take ownership rather than simply complete assigned work
• An interest in leadership and helping build a better tax practice

CPA designation is strongly preferred
, particularly for Senior Manager and Director-level candidates.

We care less about a specific number of years or a particular current title than we do about technical ability, efficiency, judgment, leadership, and the ability to take ownership.

We believe this opportunity is different from a traditional tax position.

Our tax practice works alongside an established wealth management business. That creates opportunities for deeper client relationships and allows our tax professionals to see how tax strategy fits into a client's broader financial picture.

We're also at an important point in the evolution of our tax practice.

Our longtime tax leader is gradually transitioning toward retirement, and we want to thoughtfully transfer his knowledge, client relationships, and responsibilities to the next generation of leadership.

An experienced Manager or Senior Manager could grow into that responsibility over time.

A proven Director-level candidate may be able to assume significant leadership responsibility much sooner.

We want to build a tax practice that provides outstanding service to clients while also creating a sustainable, rewarding long-term environment for our team.

For the right person, there is significant room to grow.

We…