Senior Tax Manager

Wertz & Associates
  • Chattanooga, Tennessee
    4 days ago

    Job Description

    Senior Tax Manager

    Tax Planning | Business Advisory | Partner Track Opportunity | Exceptional Work-Life Balance

    Compensation: $120,000 - $150,000+ Base + Performance Bonus Opportunities

    Location: Chattanooga, Tennessee
    Schedule: Flexible Hybrid

    Our client, a respected CPA and advisory firm serving the Chattanooga market for more than two decades, is seeking an experienced Senior Tax Manager to join its leadership team.

    This is more than a traditional tax leadership role.

    It's an opportunity to become a trusted advisor to business owners, entrepreneurs, closely held companies, and high-net-worth individuals while helping lead a firm that prioritizes relationships, service, professional growth, and work-life balance.

    The firm has built a strong reputation throughout the Chattanooga business community by delivering personalized tax, accounting, and advisory services. Unlike larger firms where professionals can become highly specialized and disconnected from clients, this firm encourages meaningful client relationships, strategic planning discussions, and direct involvement in helping businesses succeed.

    If you're looking for a firm where your expertise is valued, your leadership can have an impact, and partnership is a realistic future opportunity, we'd welcome a confidential conversation.

    Why This Opportunity Stands Out

    • $120,000 - $150,000+ base salary
    • Performance-based bonus opportunities
    • Flexible hybrid work environment
    • Partner-track opportunity
    • Established and respected Chattanooga CPA firm
    • Strong advisory and consulting focus
    • Direct interaction with business owners and decision-makers
    • Leadership responsibilities and staff development
    • Technology-forward, paperless office
    • Strong emphasis on work-life balance
    • Collaborative and supportive culture
    • Opportunity to help shape the future of the firm

    About the Firm

    Our client provides a broad range of services to businesses and individuals throughout the region, including:

    • Tax Planning & Preparation
    • Business Advisory Services
    • Accounting & Bookkeeping
    • Financial Statement Services
    • Business Valuation Support
    • Litigation Support Services
    • QuickBooks Consulting
    • Strategic Business Planning

    The firm is built on a relationship-first philosophy and works closely with clients throughout the year to provide proactive advice and practical business solutions.

    The Opportunity

    As a Senior Tax Manager, you'll serve as a key advisor and leader within the tax practice while helping clients navigate increasingly complex financial and tax matters.

    You'll gain exposure to:

    • Individual Taxation
    • Partnership Taxation
    • S-Corporation Taxation
    • C-Corporation Taxation
    • Multi-State Tax Matters
    • Business Advisory Services
    • Tax Planning Strategies
    • Entity Structure Planning
    • Client Relationship Management
    • Leadership & Team Development

    This role provides an ideal blend of technical tax expertise, strategic advisory work, leadership responsibilities, and practice development.

    Key Responsibilities

    Tax Planning & Advisory

    • Develop proactive tax planning strategies for business and individual clients
    • Provide guidance on entity structure and business transactions
    • Research and resolve complex tax matters
    • Identify tax-saving opportunities and planning initiatives
    • Help clients achieve long-term financial and business objectives

    Client Relationship Management

    • Serve as a trusted advisor to business owners and executives
    • Lead client meetings and strategic planning discussions
    • Build and maintain long-term client relationships
    • Deliver exceptional service and responsiveness
    • Identify opportunities to expand client services

    Tax Compliance & Review

    • Review complex individual and business tax returns
    • Ensure compliance with federal, state, and local tax regulations
    • Manage engagement quality and technical accuracy
    • Oversee deadlines, workflow, and client deliverables
    • Assist with IRS and state tax matters

    Leadership & Staff Development

    • Supervise, mentor, and develop tax professionals
    • Review work product and provide feedback
    • Support recruiting, training, and staff development initiatives
    • Foster a collaborative and growth-oriented culture
    • Help build the next generation of firm leaders

    Qualifications

    Required

    • Bachelor's Degree in Accounting or related field
    • CPA license strongly preferred
    • 7+ years of public accounting tax experience
    • Experience reviewing complex individual and business tax returns
    • Strong tax planning and advisory background
    • Experience managing client relationships
    • Excellent communication and leadership abilities
    • Strong project management and organizational skills

      Who Thrives Here?

      The ideal candidate:

      • Enjoys building long-term client relationships
      • Wants meaningful leadership responsibilities
      • Has a passion for tax planning and advisory services
      • Enjoys mentoring and developing staff
      • Values work-life balance
      • Thrives in a collaborative environment
      • Wants a realistic path toward partnership

      Benefits

      • Competitive compensation package
      • Performance-based bonus opportunities
      • Health insurance
      • Dental insurance
      • Vision insurance
      • 401(k) with employer match
      • Generous PTO policy
      • Flexible work schedule
      • Continuing education support
      • Partner-track opportunities
      • Technology-forward work environment
      • Collaborative and team-focused culture

      What Makes This Opportunity Different?

      Many Senior Tax Manager roles focus almost exclusively on compliance work and managing deadlines.

      This opportunity offers meaningful involvement in tax planning, business advisory services, client relationship development, staff leadership, and long-term strategic growth. You'll work closely with business owners and decision-makers while helping clients make informed financial decisions that impact the future of their organizations.

      The combination of strong culture, flexibility, client interaction, leadership opportunities, and partner-track potential makes this one of the more attractive public accounting leadership opportunities in the Chattanooga market.

      About Our Client

      Our client is a respected CPA and advisory firm known for exceptional client service, long-standing business relationships, and a people-first culture. Through mentorship, collaboration, and a commitment to helping both clients and employees thrive, the firm has built an environment where experienced professionals can enjoy meaningful work while continuing to grow their careers.

      If you're a Tax Manager, Senior Tax Manager, CPA, or experienced public accounting professional seeking stronger client relationships, leadership opportunities, and a realistic path toward partnership, we'd love to speak with you confidentially.

      Numbers & Facts

      LocationChattanooga, Tennessee
      Websitehttps://wertzandassoc.com/

      Skills

      • Accountingunmatched
      • Bookkeepingunmatched
      • Business Planunmatched
      • Business Servicesunmatched
      • Business Solutionsunmatched
      • Business Supportunmatched
      • Certified Public Accountant (CPA)unmatched
      • Communication Skillsunmatched
      • Consultingunmatched
      • Corporate Taxunmatched
      • Customer Relationsunmatched
      • Customer Relationship Management (CRM)unmatched
      • Customer Support/Serviceunmatched
      • Dental Insuranceunmatched
      • Entrepreneurshipunmatched
      • Establish Prioritiesunmatched
      • Financial Servicesunmatched
      • Financial Statementsunmatched
      • Health Insuranceunmatched
      • High Net Worthunmatched
      • Intuit Quickbooksunmatched
      • Leadershipunmatched
      • Legal Support Skillsunmatched
      • Local Taxunmatched
      • Maintain Complianceunmatched
      • Mentoringunmatched
      • Organizational Skillsunmatched
      • People Managementunmatched
      • Philosophyunmatched
      • Plan Meetingsunmatched
      • Product Reviewsunmatched
      • Project/Program Managementunmatched
      • Public Accountingunmatched
      • Quality Managementunmatched
      • Sales Managementunmatched
      • Service Deliveryunmatched
      • Staff Developmentunmatched
      • Staff Trainingunmatched
      • State Taxunmatched
      • Strategic Planningunmatched
      • Tax Accountingunmatched
      • Tax Planningunmatched
      • Tax Regulationsunmatched
      • Tax Returnsunmatched
      • Team Buildingunmatched
      • Team Playerunmatched
      • Time Managementunmatched

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