Wertz & Associates, LLC

Tax Manager, CPA

Wertz & Associates, LLC  •  $125k - $165k/yr  •  Livonia, MI (Hybrid)  •  10 hours ago
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Job Description

Tax Manager

Tax Advisory | Leadership Opportunity | Client Relationship Management

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

Location: Livonia, Michigan

Schedule: Flexible Hybrid

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

This is more than a traditional tax management role.

It's an opportunity to become a trusted advisor to business owners, entrepreneurs, families, and high-net-worth individuals while helping lead client engagements, mentor professionals, and contribute to the continued growth of the firm.

The firm is known for building long-term relationships and providing personalized guidance that goes well beyond tax compliance. Leadership values collaboration, communication, professional development, and creating an environment where people can continue to grow professionally.

Why This Opportunity Stands Out

  • $125,000 - $165,000 base salary
  • Performance-based bonus opportunities
  • Flexible hybrid work environment
  • Significant client-facing responsibilities
  • Strong tax planning and advisory focus
  • Opportunity to mentor and develop staff
  • Leadership and management responsibilities
  • Collaborative firm culture
  • Long-term advancement opportunities
  • Established and respected practice

Key Responsibilities

Tax Advisory & Planning

  • Develop proactive tax planning strategies for clients
  • Research and resolve complex tax matters
  • Identify opportunities to improve tax efficiency
  • Assist clients in achieving long-term financial objectives
  • Monitor tax law and regulatory changes

Client Relationship Management

  • Serve as a trusted advisor to business owners and individuals
  • Build and maintain long-term client relationships
  • Lead tax planning discussions and strategy meetings
  • Deliver exceptional client service and responsiveness
  • Identify opportunities for expanded advisory services

Tax Compliance & Review

  • Review complex individual and business tax returns
  • Oversee engagement quality and compliance
  • Manage tax projects and deadlines
  • Provide technical review and guidance
  • Assist with complex tax research and special projects

Leadership & Staff Development

  • Supervise and mentor accounting professionals
  • Review work product and provide coaching
  • Support staff development initiatives
  • Assist with workflow management and engagement planning
  • Foster a collaborative team environment

Qualifications

Required

  • Bachelor's Degree in Accounting or related field
  • 5+ years of public accounting tax experience
  • Experience managing client engagements
  • Strong tax planning and advisory experience
  • Experience reviewing complex tax returns
  • Excellent communication and leadership skills

Preferred

  • CPA license
  • Experience working with closely held businesses
  • Multi-entity tax experience
  • Prior supervisory experience
  • Business development mindset

Who Thrives Here?

The ideal candidate:

  • Enjoys serving as a trusted advisor
  • Values strong client relationships
  • Wants meaningful leadership responsibility
  • Enjoys mentoring and developing professionals
  • Thrives in a collaborative environment
  • Wants long-term growth within a respected public accounting firm

If you're a Senior Tax Accountant, CPA, Tax Manager, or experienced public accounting professional seeking stronger client relationships, meaningful advisory work, and long-term career growth, 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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