Wertz & Associates, LLC

Senior Tax Manager

Wertz & Associates, LLC  •  $150k - $210k/yr  •  Overland Park, KS (Remote)  •  1 hour ago
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Job Description

Tax Senior Manager

Strategic Tax Advisory | Client Leadership | Team Development | National Consulting Platform

Compensation: $150,000–$210,000 Base + Performance Bonus + Long-Term Leadership Growth

Location: Overland Park, Kansas
Schedule Flexible Hybrid

Our client, a nationally recognized consulting, tax, accounting, audit, and advisory firm, is seeking an experienced Tax Senior Manager to join its growing Kansas City metro practice based in Overland Park.

This is more than a traditional tax senior management role.

It's an opportunity to serve as a trusted advisor to business owners, healthcare organizations, financial institutions, real estate companies, manufacturers, and professional service firms while helping lead and develop one of the firm's expanding tax practices.

The ideal candidate brings technical tax expertise, client relationship skills, leadership capabilities, and the desire to help clients navigate increasingly complex business and tax challenges.

If you're looking for a visible leadership role with sophisticated client work, strong earning potential, and a clear path toward Principal-level advancement, we'd welcome a confidential conversation.

Why This Opportunity Stands Out

  • $150,000–$210,000 base salary
  • Performance-based bonus opportunity
  • Leadership role within a nationally recognized firm
  • Significant client advisory responsibilities
  • Diverse industry exposure
  • Strong mentorship and career development opportunities
  • Opportunity to work directly with firm leadership
  • Collaborative and entrepreneurial culture
  • Clear path toward Principal-level advancement
  • Access to national resources with local market influence

Exceptional candidates with niche industry expertise, advanced tax consulting experience, strong business development skills, or significant leadership experience may be considered above the posted compensation range.

The Opportunity

As a Tax Senior Manager, you'll oversee sophisticated tax planning, consulting, compliance, and advisory engagements while serving as a key leader within the practice.

You'll work directly with privately held businesses, healthcare organizations, financial institutions, investors, real estate operators, executives, and ownership groups while helping clients address complex tax, operational, and growth-related challenges.

This role provides exposure to:

  • Tax Advisory & Consulting
  • Federal & Multi-State Tax Planning
  • Pass-Through Entity Taxation
  • Business Strategy & Growth Planning
  • Healthcare Industry Tax Services
  • Financial Institution Tax Planning
  • Real Estate Tax Advisory
  • Team Leadership & Mentorship
  • Practice Growth & Business Development

Key Responsibilities

Strategic Tax Advisory

  • Lead complex tax planning, consulting, and compliance engagements
  • Develop proactive tax strategies that support client growth and profitability
  • Advise clients on business structuring, entity selection, and tax-efficient planning opportunities
  • Provide guidance on federal, state, and multi-state tax matters
  • Serve as a strategic advisor to business owners and executive leadership teams

Client Relationship Management

  • Build and maintain long-term client relationships
  • Deliver exceptional service and practical business solutions
  • Identify opportunities to expand client relationships and services
  • Coordinate tax, accounting, consulting, and advisory engagements
  • Become a trusted year-round resource for clients

Leadership & Team Development

  • Manage, mentor, and develop tax professionals across multiple levels
  • Provide coaching, technical guidance, and career development support
  • Review work product and maintain quality standards
  • Assist with recruiting, retention, and staff development initiatives
  • Foster a culture of collaboration, accountability, and continuous improvement

Practice Growth

  • Participate in networking and business development activities
  • Assist with proposals, presentations, and client pursuits
  • Build referral relationships and cultivate new business opportunities
  • Support strategic growth initiatives across the practice
  • Contribute to market expansion and client retention efforts

Industry Exposure

Professionals in this role serve clients across a variety of industries, including:

  • Healthcare
  • Financial Institutions
  • Real Estate
  • Manufacturing
  • Professional Services
  • Nonprofit Organizations
  • Closely Held Businesses
  • High-Net-Worth Owners & Investors

This creates an excellent opportunity for professionals seeking industry specialization while maintaining exposure to a diverse client base.

Qualifications

Required

  • CPA, EA, or comparable professional credential
  • 7+ years of tax experience within public accounting, consulting, or corporate tax leadership
  • Strong tax planning and advisory experience
  • Experience managing complex client relationships
  • Proven leadership and mentoring abilities
  • Excellent communication and relationship-building skills
  • Strong analytical and strategic problem-solving capabilities

Who Thrives Here?

The ideal candidate:

  • Thinks like a trusted business advisor rather than simply a tax professional
  • Enjoys developing long-term client relationships
  • Has a passion for mentoring and leadership
  • Wants meaningful influence within a growing practice
  • Enjoys solving complex business and tax challenges
  • Values collaboration and innovation
  • Has aspirations for future Principal or executive leadership opportunities

Benefits

  • Competitive compensation package
  • Performance-based bonus opportunities
  • Comprehensive medical, dental, and vision coverage
  • Retirement savings and 401(k) programs
  • Professional development and leadership training
  • Continuing education support
  • Flexible work arrangements
  • Advancement opportunities within a nationally recognized organization
  • Access to industry-leading technical resources
  • Collaborative and team-focused culture

About Our Client

Our client is one of the nation's premier independent advisory, tax, consulting, accounting, and audit firms. With offices throughout the United States and membership in a leading global advisory network, the firm combines national expertise with a highly collaborative and relationship-driven culture.

The organization is especially recognized for its work with healthcare organizations, financial institutions, real estate companies, manufacturers, professional service firms, and closely held businesses. By combining technical excellence with strategic business insight, the firm helps clients solve complex challenges and achieve long-term success.

Professionals enjoy access to nationally recognized experts, sophisticated client engagements, leadership development opportunities, and a culture focused on collaboration, innovation, and client service excellence.

If you're a Tax Senior Manager seeking a leadership-focused opportunity with exceptional client exposure, strong earning potential, and a clear path toward Principal-level advancement, we'd love to speak with you confidentially.

Wertz & Associates, LLC

About Wertz & Associates, LLC

Wertz & Associates is a specialized recruitment firm focused exclusively on the CPA, Legal, and Financial Services sectors. We partner with public accounting firms, law practices, and financial organizations across the United States to deliver highly qualified Tax, Audit, Advisory, and Legal professionals.

Our mission is simple: to connect exceptional people with exceptional firms.

Our approach is precise, confidential, and relationship‑driven. We take time to understand each client’s goals, team structure, culture, and technical requirements—allowing us to deliver candidates who align both professionally and personally.

Our Specialties

• Tax (Staff to Partner)

• Audit & Assurance

• Advisory & Consulting

• Legal (Associates to Partners)

• Financial Services & Corporate Finance

Who We Serve

• Top 100 Public Accounting Firms

• Regional & Boutique CPA Firms

• Law Firms (Boutique, Top 100/200 AM Law)

• Financial Services Organizations

• High‑growth Advisory Practices

Why Clients Choose Us

✔ Deep niche expertise

✔ Nationwide candidate network

✔ Accurate, high‑quality search

✔ Transparent communication

✔ Long‑term partnership approach

If you’re looking to grow your team or explore a new career opportunity, we’d be happy to connect.

🌐 www.wertzandassoc.com

📧 Johnw@wertzandassoc.com

Industry
HR & Recruiting
Company Size
Unknown
Headquarters
Midland, MI
Year Founded
Unknown
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