Tax Manager, CPA

Wertz & Associates
  • Scottsdale, Arizona
    5 days ago

    Job Description

    Tax Manager, CPA

    Tax Advisory | Client Relationships | Leadership Opportunity | Career Advancement

    Compensation: $135,000–$180,000 Base + Performance Bonus + Growth Opportunities

    Location: Scottsdale, Arizona
    Schedule: Flexible Hybrid

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

    This is more than a traditional tax management role.

    It's an opportunity to partner directly with business owners, entrepreneurs, real estate investors, affluent families, physicians, executives, and closely held businesses while delivering strategic tax guidance, leading engagements, mentoring staff, and helping clients navigate increasingly complex tax and financial matters.

    The firm has built its reputation on exceptional client service, technical expertise, and long-term relationships. As a Tax Manager, you'll serve as a trusted advisor while helping drive the continued growth of the tax practice and supporting the development of future firm leaders.

    If you're seeking a position that combines tax expertise, client advisory work, leadership responsibility, and long-term career advancement, we'd welcome a confidential conversation.

    Why This Opportunity Stands Out

    • $135,000–$180,000 base salary
    • Performance-based bonus opportunities
    • Flexible hybrid work environment
    • Established and respected public accounting firm
    • Diverse client portfolio across multiple industries
    • Significant client-facing and advisory responsibilities
    • Opportunity to mentor and develop tax professionals
    • Direct access to firm leadership
    • Continuing education and professional development support
    • Clear path toward Senior Manager and Partner-track opportunities
    • Collaborative and relationship-driven culture

    Exceptional candidates with sophisticated tax planning expertise, strong business development skills, or extensive experience managing high-net-worth and closely held business clients may be considered above the posted compensation range.

    About the Firm

    Our client is a full-service public accounting and advisory firm serving businesses, organizations, entrepreneurs, and individuals.

    Services include:

    • Tax Planning & Compliance
    • Business Advisory Services
    • Accounting & Client Services
    • Audit & Assurance
    • Estate & Trust Planning
    • Financial Consulting

    The firm is committed to helping clients achieve their goals while providing professionals with meaningful career opportunities and long-term growth.

    The Opportunity

    As a Tax Manager, you'll oversee complex tax engagements while serving as a strategic advisor to a broad range of clients.

    You'll gain exposure to:

    • Individual Tax Planning
    • Partnership Taxation
    • S-Corporation Taxation
    • Corporate Taxation
    • Estate & Trust Tax Matters
    • Tax Research & Consulting
    • IRS & State Notice Resolution
    • Client Advisory Services
    • Leadership & Team Development

    This role provides a strong blend of technical tax expertise, strategic consulting, relationship management, and leadership responsibilities.

    Key Responsibilities

    Tax Planning & Compliance

    • Prepare and review complex individual and business tax returns
    • Oversee federal and multi-state tax compliance engagements
    • Research and resolve technical tax matters
    • Identify proactive tax planning opportunities
    • Monitor legislative and regulatory developments impacting clients

    Client Advisory Services

    • Build and maintain long-term client relationships
    • Provide year-round tax planning and business guidance
    • Assist clients with strategic financial and operational decisions
    • Communicate complex tax concepts in a clear and practical manner
    • Deliver exceptional service and responsiveness

    Leadership & Team Development

    • Mentor, coach, and develop tax professionals
    • Review work product and provide technical guidance
    • Assist with workflow planning and engagement management
    • Foster collaboration and accountability across teams
    • Support recruiting and professional development initiatives

    Engagement Management

    • Manage multiple client engagements simultaneously
    • Monitor budgets, timelines, and deadlines
    • Coordinate with internal teams and firm leadership
    • Ensure quality standards are consistently maintained
    • Address client concerns proactively and professionally

    Qualifications

    Required

    • Active CPA license
    • 5+ years of public accounting tax experience
    • Experience reviewing individual and business tax returns
    • Strong technical tax knowledge
    • Excellent communication and client service skills
    • Strong organizational and project management abilities
    • Ability to manage multiple priorities and lead engagement teams

    Who Thrives Here?

    The ideal candidate:

    • Enjoys serving as a trusted advisor to clients
    • Wants meaningful leadership responsibility
    • Takes a proactive approach to tax planning and consulting
    • Enjoys mentoring and developing professionals
    • Values collaboration and lifelong learning
    • Wants a long-term career path with advancement opportunities
    • Enjoys helping businesses and individuals succeed

    Benefits

    • Competitive compensation package
    • Performance-based bonus opportunities
    • Flexible hybrid scheduling
    • Health insurance
    • 401(k) retirement plan
    • Paid time off and holidays
    • Life insurance
    • Continuing education support
    • Professional development opportunities
    • Long-term advancement potential

    What Makes This Opportunity Different?

    Many Tax Manager positions focus primarily on compliance and return review.

    This opportunity provides the ability to become a strategic advisor and business partner to clients.

    You'll work directly with business owners and decision-makers to identify opportunities, solve complex tax issues, and support important financial decisions while helping develop future leaders within the organization. The role provides the visibility, influence, and growth opportunities that experienced public accounting professionals seek.

    About Our Client

    Our client is a respected CPA and advisory firm known for technical excellence, trusted client relationships, and a commitment to employee development. Through strong leadership, a collaborative culture, and a client-focused approach, the firm provides professionals with the resources, support, and opportunities needed to build successful long-term careers.

    If you're a Tax Manager seeking greater client exposure, leadership opportunities, and long-term career growth within a respected public accounting firm, we'd love to speak with you confidentially.

    Numbers & Facts

    LocationScottsdale, Arizona
    Websitehttps://wertzandassoc.com/

    Skills

    • Accountingunmatched
    • Budget Managementunmatched
    • Business Developmentunmatched
    • Business Planunmatched
    • Business Servicesunmatched
    • Certified Public Accountant (CPA)unmatched
    • Coachingunmatched
    • Communication Skillsunmatched
    • Consultingunmatched
    • Corporate Taxunmatched
    • Customer Relationsunmatched
    • Customer Support/Serviceunmatched
    • Entrepreneurshipunmatched
    • Financial Operationsunmatched
    • Financial Planningunmatched
    • Financial Strategyunmatched
    • High Net Worthunmatched
    • Leadershipunmatched
    • Mentoringunmatched
    • Monitor Regulationsunmatched
    • Multitaskingunmatched
    • Organizational Skillsunmatched
    • Problem Solving Skillsunmatched
    • Product Reviewsunmatched
    • Project/Program Managementunmatched
    • Public Accountingunmatched
    • Quality Metricsunmatched
    • Real Estateunmatched
    • Relationship Managementunmatched
    • Sales Managementunmatched
    • Service Deliveryunmatched
    • Staff Developmentunmatched
    • State Taxunmatched
    • Tax Accountingunmatched
    • Tax Planningunmatched
    • Tax Regulationsunmatched
    • Tax Returnsunmatched
    • Team Buildingunmatched
    • Team Lead/Managerunmatched
    • Team Playerunmatched
    • Technical Leadershipunmatched
    • Technical Researchunmatched
    • Time Managementunmatched

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