Senior Tax Manager

Wertz & Associates

  • Vail, Colorado
  • 30+ days ago

    Highlights

    For the right individual, this is an opportunity to step into a highly visible leadership position, work directly with successful business owners and high-net-worth families, help shape the future of the practice, and pursue a clearly defined path toward partnership. The firm provides a fully integrated suite of services including tax planning and compliance, wealth advisory, family office services, business consulting, valuation services, and assurance solutions.

    Numbers & Facts

    LocationVail, Colorado
    Websitehttps://wertzandassoc.com/

    Description

    Senior Tax Manager

    Tax Advisory | Client Leadership | Future Partnership Opportunity

    Compensation: $160,000 – $210,000 Base + Performance Bonus + Partnership Path

    Our client, a rapidly growing multi-office CPA and advisory firm, is seeking a Senior Tax Manager to join its leadership team in beautiful Vail, Colorado.

    This is not a traditional tax-management role.

    For the right individual, this is an opportunity to step into a highly visible leadership position, work directly with successful business owners and high-net-worth families, help shape the future of the practice, and pursue a clearly defined path toward partnership.

    The firm provides a fully integrated suite of services including tax planning and compliance, wealth advisory, family office services, business consulting, valuation services, and assurance solutions. Clients view the firm as a strategic advisor—not just a tax preparer.

    If you enjoy complex tax work, mentoring professionals, building client relationships, and influencing the growth of a successful practice, we'd like to speak with you.

    Why This Opportunity Stands Out

    • Compensation of $160,000–$210,000 base salary
    • Performance-based bonus opportunities
    • Clear partnership-track potential
    • Existing client relationships and immediate impact opportunities
    • Sophisticated tax planning engagements
    • Diverse client base including privately held businesses, entrepreneurs, investors, and high-net-worth individuals
    • Strong culture focused on professional growth and collaboration
    • Exceptional quality of life in Vail, Colorado

    The Opportunity

    As Senior Tax Manager, you'll serve as a trusted advisor to clients while helping lead and develop a growing tax team.

    You'll work closely with business owners, executives, investors, and families to provide thoughtful tax planning, strategic guidance, and long-term financial solutions.

    This role combines:

    • Advanced Tax Expertise
    • Client Advisory
    • Team Leadership
    • Business Development
    • Practice Growth
    • Future Firm Leadership

    Key Responsibilities

    Client Advisory & Tax Planning

    • Lead sophisticated tax planning engagements for individuals, partnerships, corporations, trusts, and closely held businesses
    • Develop proactive tax strategies designed to maximize client outcomes
    • Review complex tax returns and deliver high-quality client service
    • Act as a trusted advisor on tax, financial, and business matters

    Leadership & Team Development

    • Mentor, coach, and develop tax professionals across the firm
    • Review technical work and ensure exceptional quality standards
    • Help establish best practices and improve operational efficiency
    • Foster a culture of excellence, collaboration, and continuous improvement

    Growth & Relationship Management

    • Build and strengthen long-term client relationships
    • Identify opportunities to expand client services and deepen engagements
    • Participate in networking, referral development, and community involvement
    • Contribute to the strategic growth of the practice

    Qualifications

    • Active CPA license required
    • Bachelor's Degree in Accounting or related field
    • 7+ years of public accounting tax experience
    • Strong experience with individual, partnership, and corporate taxation
    • Proven ability to manage client relationships and lead engagements
    • Demonstrated success mentoring and developing staff
    • Excellent communication and presentation skills
    • Growth-minded, entrepreneurial approach to client service

    Ideal Candidate

    The ideal candidate is someone who:

    • Thinks like an advisor, not just a tax preparer
    • Enjoys building trusted client relationships
    • Wants meaningful influence within a growing organization
    • Has leadership aspirations beyond a traditional manager role
    • Is interested in a long-term path toward partnership and firm ownership

    Benefits

    • 401(k) with company contributions
    • 100% employer-paid medical, dental, and vision insurance
    • Employer-paid life insurance
    • Flexible Spending Account (FSA)
    • Health Savings Account (HSA)
    • Paid Holidays
    • Generous Paid Time Off
    • Flexible scheduling
    • Relocation assistance available

    About the Firm

    Our client has built a reputation for delivering sophisticated tax, accounting, and advisory solutions while maintaining the personalized service of a local firm. With multiple offices and continued growth, they offer the resources, client base, and leadership opportunities often found at much larger organizations—without sacrificing culture or work-life balance.

    For experienced tax professionals seeking a leadership role with real upside, this is an exceptional opportunity to join a firm committed to growth, client success, and developing future partners.

    Interested in learning more? Contact us confidentially for additional details.

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