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Wertz & Associates

Senior Tax Manager/Director, CPA

boise, ID

Check who can apply and the requirements below before continuing.

About this opportunity

Wertz & Associates lists this Senior Tax Manager/Director, CPA opportunity in boise, Idaho. Review the employer’s description below for duties, qualifications and application requirements.

Job description

Senior Tax Manager / Director

Tax Advisory | Business Consulting | Client Relationships | Leadership Opportunity

Compensation: $185,000 Base + Significant Annual Bonus Potential

Location: Boise, Idaho

Schedule: Flexible Hybrid

Our client, a highly respected CPA and advisory firm with a strong reputation throughout the Treasure Valley, is seeking a Senior Tax Manager / Director 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, families, and entrepreneurs while helping lead a firm built around relationships, flexibility, professional development, and exceptional client service.

For more than 25 years, the firm has helped clients thrive through tax planning, business advisory services, financial statement support, and estate planning solutions. Just as importantly, they have built a culture focused on helping their people thrive as well.

Their philosophy is simple:

Honor relationships with gratitude and respect

Be authentic and responsive

Invest in people and professional growth

Build a great life, not just a great career

If you're looking to move away from bureaucracy and toward a firm where your voice matters, your relationships matter, and your impact is visible, we'd welcome a confidential conversation.

Why This Opportunity Stands Out

$185,000 base salary

Significant annual bonus opportunities

Flexible hybrid work environment

Comp time program with payout opportunities twice annually

Established and respected Boise CPA firm

Strong advisory and consulting focus

Direct access to ownership and leadership

Significant client-facing responsibilities

Leadership role with influence on the future of the practice

Family-oriented culture

Exceptional flexibility outside of busy season

Long-term career growth opportunities

About the Firm

Our client is a full-service CPA and advisory firm providing:

Tax Planning & Preparation

Business Advisory Services

Financial Statement Services

Estate Planning Support

Strategic Business Consulting

The firm works closely with privately held businesses, entrepreneurs, families, and individuals throughout Idaho and surrounding markets.

Their approach centers on building long-term relationships and delivering proactive advice that helps clients make informed business and financial decisions throughout the year.

The Opportunity

As a Senior Tax Manager / Director, you'll serve as a key leader within the firm while helping clients navigate complex tax and business matters.

You'll gain exposure to:

Business Tax Planning

Partnership Taxation

S-Corporation Taxation

Corporate Taxation

High-Net-Worth Tax Planning

Estate Planning Strategies

Business Consulting

Client Advisory Services

Leadership & Team Development

This role provides an outstanding combination of technical tax expertise, client advisory work, leadership responsibility, and strategic influence.

Key Responsibilities

Tax Planning & Advisory

Develop proactive tax strategies for clients

Research and resolve complex tax matters

Identify opportunities to improve tax efficiency

Assist clients with business and financial planning decisions

Serve as a trusted advisor throughout the year

Client Relationship Management

Build and maintain long-term client relationships

Lead client meetings and strategic planning discussions

Deliver exceptional service and responsiveness

Identify new opportunities to support clients

Help clients navigate changing business and tax environments

Leadership & Practice Development

Mentor and develop professional staff

Review complex tax engagements

Assist with workflow management and practice growth

Help improve firm processes and efficiencies

Contribute to the long-term success of the organization

Business Advisory Services

Consult with business owners on operational and financial matters

Assist clients with growth planning and decision-making

Support succession and estate planning initiatives

Deliver value-added advisory services beyond compliance work

Qualifications

Required

CPA license

8+ years of public accounting tax experience

Strong tax planning and advisory experience

Experience managing client relationships

Experience reviewing complex business and individual tax returns

Excellent communication and leadership skills

Desire to serve as a trusted advisor to clients

Who Thrives Here?

The ideal candidate:

Values relationships over transactions

Enjoys helping clients achieve their goals

Wants meaningful leadership responsibility

Enjoys mentoring and developing others

Appreciates flexibility and work-life balance

Wants to make a bigger impact within a growing firm

Thrives in a collaborative, entrepreneurial environment

What Makes This Opportunity Different

Many senior tax leadership positions focus primarily on compliance, production, and managing deadlines.

This opportunity is much more relationship-driven and advisory-focused. You'll work directly with business owners and families, provide strategic guidance, help shape the future of the firm, and join a culture that genuinely invests in its people.

The combination of compensation, bonus potential, flexibility, leadership influence, and firm culture makes this one of the more attractive senior-level public accounting opportunities in the Boise market.

If you're a Senior Tax Manager, Tax Director, Partner-track professional, or experienced CPA seeking greater flexibility, stronger client relationships, and a meaningful leadership opportunity, we'd love to speak with you confidentially.

#J-18808-Ljbffr

Worksite address

boise, ID, 83708, US

Who can apply

Review the original listing for work authorization, qualifications and employer requirements.

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