Wertz & Associates, LLC

Senior Tax Manager, CPA

Wertz & Associates, LLC  •  $160k - $210k/yr  •  Michigan (Remote)  •  1 hour ago
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Job Description

Senior Tax Manager, CPA

Strategic Tax Advisory | Leadership Opportunity | High-Net-Worth & Business Clients | Path to Partnership

Compensation: $160,000–$210,000 Base + Bonus + Leadership Growth Opportunity

Location: St. Louis, Missouri
Schedule: Flexible Hybrid

Our client, a highly respected and growing public accounting and advisory firm, is seeking an experienced Senior Tax Manager to join its St. Louis office.

This is more than a traditional tax leadership role.

It's an opportunity to become a key advisor to business owners, executives, high-net-worth individuals, family-owned businesses, and closely held companies while leading complex tax engagements, mentoring future leaders, and helping drive the continued growth of an established and highly regarded CPA firm.

The firm has built a reputation for delivering sophisticated tax, accounting, and advisory services while maintaining a collaborative culture that values professional development, client relationships, and long-term career growth.

If you're looking for a leadership position that combines technical tax expertise, client advisory work, team development, and a future path toward firm leadership, we'd welcome a confidential conversation.

Why This Opportunity Stands Out

  • $160,000–$210,000 base salary
  • Annual performance bonus opportunity
  • Leadership role within a growing tax practice
  • Significant client-facing and advisory responsibilities
  • Sophisticated business and individual tax engagements
  • Direct access to firm leadership
  • Strong mentorship and professional development culture
  • Opportunity to influence practice growth and strategy
  • Flexible work environment
  • Clear path toward Director, Shareholder, and Partner-level opportunities

Exceptional candidates with extensive business development success, niche tax expertise, family office experience, or advanced succession planning knowledge may be considered above the posted compensation range.

About the Firm

Our client is a well-established CPA and advisory firm serving businesses, entrepreneurs, nonprofit organizations, executives, and high-net-worth individuals throughout the Midwest.

The firm provides services including:

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

The organization has built its success on long-term client relationships, technical excellence, and a commitment to helping both clients and employees achieve their goals.

The Opportunity

As a Senior Tax Manager, you'll serve as a trusted advisor and strategic resource for clients while leading a team of talented tax professionals.

You'll gain substantial exposure to:

  • Advanced Tax Planning
  • Partnership Taxation
  • S-Corporation Taxation
  • Corporate Taxation
  • Individual & High-Net-Worth Tax Planning
  • Multi-State Tax Matters
  • Business Succession Planning
  • Tax Research & Consulting
  • Team Leadership & Development
  • Client Relationship Management

This role provides an outstanding opportunity for an experienced tax professional seeking increased influence, visibility, and advancement.

Key Responsibilities

Tax Advisory & Planning

  • Lead complex tax planning and compliance engagements
  • Review sophisticated business and individual tax returns
  • Develop proactive tax strategies that minimize liabilities and maximize value
  • Advise clients on business transactions, entity structure, and tax implications
  • Research and resolve complex federal and state tax matters

Client Relationship Management

  • Serve as the primary advisor for key client relationships
  • Work directly with business owners, executives, and decision-makers
  • Provide year-round tax planning and business advisory support
  • Identify opportunities to deepen relationships and expand service offerings
  • Deliver exceptional client service and responsiveness

Leadership & Team Development

  • Manage, mentor, and develop Tax Managers, Seniors, and Staff Accountants
  • Review work product and provide technical guidance
  • Assist with recruiting, retention, and employee development initiatives
  • Create an environment focused on learning, accountability, and growth
  • Help develop the future leadership team of the firm

Practice Management

  • Oversee engagement profitability, workflow, and deadlines
  • Ensure compliance with firm quality standards and professional requirements
  • Support process improvements and operational efficiencies
  • Collaborate with firm leadership on strategic initiatives
  • Contribute to practice growth and client development efforts

Business Development

  • Build and strengthen referral relationships
  • Participate in networking and community involvement activities
  • Assist with proposals and new client opportunities
  • Identify opportunities to expand existing client relationships
  • Help drive the continued growth of the tax practice

Qualifications

Required

  • Active CPA license
  • Bachelor's Degree in Accounting, Finance, or related field
  • 8+ years of public accounting tax experience
  • Significant experience reviewing complex business and individual tax returns
  • Experience managing client relationships and tax engagements
  • Strong technical tax research and planning capabilities
  • Proven leadership and mentoring experience
  • Excellent communication and presentation skills

Who Thrives Here?

The ideal candidate:

  • Enjoys becoming a trusted advisor to clients
  • Thinks strategically and proactively
  • Enjoys mentoring and developing others
  • Wants a visible leadership role within a growing firm
  • Is passionate about tax planning and consulting
  • Values relationship-building and client service
  • Has aspirations for future shareholder or partner-level leadership

Benefits

  • Competitive compensation package
  • Annual performance bonus opportunities
  • Comprehensive healthcare coverage
  • Retirement savings program
  • Paid time off and holidays
  • Continuing education support
  • CPA and professional development assistance
  • Leadership development opportunities
  • Flexible work environment
  • Long-term advancement potential
  • Collaborative and team-oriented culture

What Makes This Opportunity Different?

Many Senior Tax Manager positions focus heavily on compliance oversight.

This opportunity provides a platform to become a true advisor, leader, and business partner.

You'll work closely with business owners and executives on strategic tax and growth initiatives while helping shape the future direction of a respected and growing firm. Leadership values entrepreneurial thinking, relationship development, and long-term career growth, creating an ideal environment for professionals seeking meaningful impact and advancement.

About Our Client

Our client is a respected public accounting and advisory firm known for its commitment to client service, technical excellence, and employee development. Through a collaborative culture and strong leadership team, the firm continues to attract talented professionals seeking sophisticated client work, career growth opportunities, and an environment where contributions are recognized and rewarded.

If you're a Senior Tax Manager seeking greater client influence, leadership opportunities, sophisticated advisory work, and a clear path toward future firm leadership, 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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