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Tax Manager, CPA​/EA

Job in Town of Brookfield, Waukesha County, Wisconsin, USA
Listing for: Wertz & Associates
Full Time position
Listed on 2026-10-14
Job specializations:
  • Accounting
    Tax Advisor, Tax Manager, Financial Compliance, Accounting & Finance
  • Finance & Banking
    Tax Advisor, Tax Manager, Financial Compliance, Accounting & Finance
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/EA

Tax Advisory | Client Leadership | Team Development | Great Place to Work

Compensation: $120,000–$165,000 Base + Bonus + Profit Sharing Opportunity

Location: Brookfield, 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 Brookfield office.

This is more than a traditional tax management role.

It's an opportunity to serve as a trusted advisor to business owners, executives, entrepreneurs, and high-net-worth individuals while leading complex tax engagements, developing talented professionals, and helping clients navigate important financial and business decisions.

The firm has built a culture centered around collaboration, continuous development, exceptional client service, and helping both employees and clients thrive. As a Tax Manager, you'll play a visible leadership role while working alongside firm leaders to deliver proactive tax planning, consulting, and advisory services.

If you're seeking a leadership opportunity that combines technical tax expertise, client relationship management, staff development, and long-term career growth, 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-facing and advisory responsibilities
  • Strong mentorship and professional development culture
  • Direct access to firm leadership
  • Great Place to Work certified organization
  • Clear path toward Senior Manager and Principal opportunities

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

About the Firm

Our client is a highly respected accounting, consulting, and advisory firm serving privately held businesses, entrepreneurs, nonprofit organizations, and individuals throughout Wisconsin and beyond.

The firm provides services including:

  • Tax Planning & Compliance
  • Business Advisory Services
  • Audit & Assurance
  • Wealth Advisory Solutions
  • Outsourced Accounting Services
  • Strategic Consulting

The organization is committed to helping clients achieve their goals while providing employees with exceptional opportunities for professional growth and advancement.

The Opportunity

As a Tax Manager, you'll serve as a key advisor to clients while leading engagement teams and delivering sophisticated tax and business solutions.

You'll gain significant 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
  • Team Leadership & Development
  • Practice Growth Initiatives

This role offers an ideal blend of technical expertise, leadership, and strategic advisory work.

Key Responsibilities Tax Advisory & Planning
  • Lead complex tax planning and compliance engagements
  • Develop tax strategies designed to minimize liabilities and maximize value
  • Research and resolve sophisticated federal and state tax matters
  • Advise clients on business decisions, entity structure, and tax implications
  • Deliver proactive, year-round tax planning solutions
Client Relationship Management
  • Serve as a trusted advisor to business owners and executives
  • Build and strengthen long-term client relationships
  • Provide consultative guidance on financial and tax matters
  • Identify opportunities to expand client services
  • Maintain exceptional client satisfaction and retention
Leadership & Team Development
  • Lead, mentor, and develop tax professionals across multiple levels
  • Review work product and provide technical guidance
  • Support employee growth through coaching and performance development
  • Foster a collaborative, high-performing culture
  • Help build future leaders within the tax practice
Engagement & Practice Management
  • Manage engagement workflows, staffing, budgets, and deadlines
  • Ensure quality standards and compliance requirements are met
  • Oversee engagement profitability and resource allocation
  • Support operational improvements and process efficiencies
  • Collaborate with leadership on strategic initiatives
Business Development
  • Strengthen relationships with referral sources and clients
  • Identify growth opportunities within existing accounts
  • Participate in networking and…
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