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Tax Manager, CPA

Job in Surprise, Maricopa County, Arizona, 85379, USA
Listing for: Wertz & Associates
Full Time position
Listed on 2026-09-03
Job specializations:
  • Accounting
    Tax Manager, Tax Advisor, Public Accounting, Financial Compliance
  • Finance & Banking
    Tax Manager, Tax Advisor, Financial Compliance
Salary/Wage Range or Industry Benchmark: 125000 - 165000 USD Yearly USD 125000.00 165000.00 YEAR
Job Description & How to Apply Below

Tax Manager, CPA Tax Advisory | Client Relationships | Leadership Opportunity | Career Advancement

Compensation: $125,000–$165,000 Base + Performance Bonus + Growth Opportunities

Location: Surprise, Arizona
Schedule: Flexible Hybrid

Our client, a respected and growing CPA and advisory firm, is seeking an experienced Tax Manager to join its Surprise office.

This is more than a traditional tax management role.

It's an opportunity to work directly with entrepreneurs, business owners, real estate investors, healthcare professionals, high-net-worth individuals, and closely held companies while providing strategic tax guidance, overseeing complex engagements, mentoring staff, and helping clients achieve their financial and business goals.

The firm has built a reputation for delivering exceptional client service, technical expertise, and practical business solutions. As a Tax Manager, you'll play a key role in strengthening client relationships, developing future leaders, and contributing to the continued growth of the tax practice.

If you're looking for a position that combines technical tax expertise, client advisory work, leadership responsibility, and meaningful career advancement opportunities, we'd welcome a confidential conversation.

Why This Opportunity Stands Out
  • $125,000–$165,000 base salary
  • Performance-based bonus opportunities
  • Flexible hybrid work environment
  • Established and respected public accounting firm
  • Significant client-facing and advisory responsibilities
  • Diverse client portfolio across multiple industries
  • Opportunity to mentor and develop tax professionals
  • Direct access to firm leadership
  • Continuing education and professional development support
  • Clear path toward Senior Manager and Partner-track opportunities
  • Collaborative and relationship-focused culture

Exceptional candidates with advanced tax planning expertise, business development success, or extensive experience managing complex client relationships may be considered above the posted compensation range.

About the Firm

Our client is a full-service public accounting and advisory firm serving businesses, organizations, entrepreneurs, and individuals.

Services include:

  • Tax Planning & Compliance
  • Business Advisory Services
  • Accounting & Client Services
  • Audit & Assurance
  • Estate & Trust Planning
  • Financial Consulting

The firm is committed to helping clients make informed decisions while providing accounting professionals with opportunities for long-term career growth and leadership development.

The Opportunity

As a Tax Manager, you'll oversee sophisticated tax engagements while serving as a trusted advisor to a broad range of clients.

You'll gain exposure to:

  • Individual Tax Planning
  • Partnership Taxation
  • S-Corporation Taxation
  • Corporate Taxation
  • Estate & Trust Tax Matters
  • Tax Research & Consulting
  • IRS & State Notice Resolution
  • Client Advisory Services
  • Leadership & Team Development

This position offers an excellent combination of technical tax work, strategic consulting, leadership, and relationship management.

Key Responsibilities Tax Planning & Compliance
  • Prepare and review complex individual and business tax returns
  • Oversee federal and multi-state tax compliance engagements
  • Research and resolve technical tax matters
  • Develop proactive tax-saving strategies for clients
  • Stay current on evolving tax laws and regulations
Client Advisory Services
  • Build and maintain strong client relationships
  • Provide year-round tax planning and consulting support
  • Advise clients on business and financial decisions
  • Communicate complex tax concepts in a practical and understandable way
  • Deliver exceptional service and responsiveness
Leadership & Team Development
  • Mentor, coach, and develop tax professionals
  • Review work product and provide technical guidance
  • Assist with workflow planning and resource management
  • Foster collaboration and accountability across teams
  • Support recruiting and professional development initiatives
Engagement Management
  • Manage multiple tax engagements simultaneously
  • Monitor budgets, timelines, and deadlines
  • Coordinate with internal teams and firm leadership
  • Ensure quality standards are consistently achieved
  • Address client concerns proactively and professionally
Qualifications Required
  • Active CPA license
  • 5+ years of public accounting tax experience
  • Experience reviewing individual and business tax returns
  • Strong technical tax knowledge
  • Excellent communication and client service skills
  • Strong organizational and project management abilities
  • Ability to lead teams and manage multiple priorities
Who Thrives Here?

The ideal candidate:

  • Enjoys serving as a trusted advisor to clients
  • Wants meaningful leadership responsibility
  • Takes a proactive approach to tax planning and consulting
  • Enjoys mentoring and developing professionals
  • Values collaboration and continuous learning
  • Wants long-term career advancement opportunities
  • Enjoys helping businesses and individuals succeed
Benefits
  • Competitive compensation package
  • Performance-based bonus opportunities
  • Flexible hybrid scheduling
  • Health insurance
  • 401(k) retirement plan
  • Paid time off and holidays
  • Life…
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