About this opportunity
Wertz & Associates lists this Senior Tax Manager / Tax Director opportunity in madison, Wisconsin. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Senior Tax Manager (Director Track) / Tax Director
Tax Advisory Leadership | Strategic Growth | Director Path Opportunity | Award-Winning Firm
Compensation: $155,000–$220,000 Base + Performance Bonus + Director/Executive Leadership Track
Location: Madison, Wisconsin (Hybrid Flexibility Available)
Our client, a nationally recognized and award-winning CPA and advisory firm, is seeking an experienced Senior Tax Manager (Director Track) or Tax Director to join its leadership team in Madison, Wisconsin.
This is not a traditional tax management role.
This is an opportunity to help shape the future of a growing tax advisory practice while working closely with executive leadership, firm partners, and the Chief Tax Officer. The position offers significant influence, autonomy, and a clear path toward expanded leadership responsibilities within one of Wisconsin's premier public accounting firms.
The ideal candidate is a strategic tax leader who enjoys serving as a trusted advisor to closely held businesses, entrepreneurs, high-net-worth individuals, and ownership groups while helping develop future leaders and drive innovation throughout the practice.
Why This Opportunity Stands Out
$155,000–$220,000 base salary
Performance-based bonus opportunity
Director-track leadership position
Significant visibility with executive leadership
Hybrid and flexible work arrangements
Award-winning culture and workplace
Opportunity to help shape the future of the tax practice
Strong emphasis on technology, automation, and innovation
Meaningful influence over strategic initiatives
Collaborative, people-first environment
Exceptional candidates with significant leadership experience, advanced tax specialization, business-development success, or Director-level experience may be considered above the posted compensation range.
The Opportunity
As a Senior Tax Manager or Tax Director, you'll operate as both a strategic advisor and key leader within the firm.
You'll work directly with business owners, executives, family-owned enterprises, and high-net-worth clients while overseeing sophisticated tax planning, compliance, business advisory, and growth initiatives. In addition, you'll play a major role in mentoring team members, improving operational efficiencies, and helping drive the firm's long-term strategic objectives.
This role provides exposure to:
Advanced Tax Planning & Advisory
Multi-State Taxation
Pass-Through Entity Taxation
High-Net-Worth Tax Planning
Estate & Trust Planning
Mergers & Acquisitions
Business Structuring & Succession Planning
Team Leadership & Practice Development
Key Responsibilities
Strategic Tax Leadership
Oversee federal, state, and local tax compliance activities for a diverse client portfolio
Design and implement tax planning strategies that improve profitability and minimize tax exposure
Serve as a trusted advisor on entity structuring, ownership transitions, and complex tax matters
Consult on mergers, acquisitions, business reorganizations, and strategic transactions
Represent clients during audits, tax controversies, and interactions with taxing authorities
Client Advisory & Relationship Management
Develop and maintain long-term relationships with business owners and executive teams
Translate complex tax concepts into practical business guidance
Identify opportunities to expand advisory services and strengthen client relationships
Provide proactive recommendations that support client growth and long-term success
Collaborate with clients on strategic planning and operational initiatives
Leadership & Team Development
Lead, mentor, and develop a high-performing tax team
Assist in recruiting, retention, and leadership succession planning
Establish performance expectations and provide coaching and professional development
Build future tax leaders through mentorship and ongoing support
Foster a culture of collaboration, accountability, and continuous improvement
Practice Innovation & Growth
Improve department efficiency through technology adoption, automation, and process enhancements
Develop and maintain SOPs, KPIs, and quality control procedures
Support business development initiatives, networking events, and thought leadership activities
Participate in proposal development and relationship expansion efforts
Help shape the future growth strategy of the tax practice
Qualifications
Required
Active CPA license
Bachelor's Degree in Accounting required
8+ years of progressive tax experience for Senior Tax Manager candidates
10–15+ years of experience for Director-level candidates
Strong public accounting or complex corporate tax background
Advanced experience with pass-through entities, partnerships, and S-Corporations
Multi-state tax experience
Strong leadership and mentoring experience
Excellent communication and client relationship skills
Who Thrives Here?
The ideal candidate:
Thinks like a business advisor rather than solely a tax technician
Enjoys mentoring and developing future leaders
Wants meaningful influence over firm direction and growth
Values client relationships and long-term partnerships
Has an entrepreneurial mindset
Embraces technology and innovation
Seeks a long-term leadership opportunity with substantial career upside
Benefits
Competitive compensation package
Performance-based bonus program
Hybrid work flexibility
Health, dental, and vision insurance
401(k) with employer match
Professional development and continuing education support
Leadership development opportunities
Paid community involvement and volunteer time
Team-building events and firm-sponsored activities
Modern technology and collaborative work environment
Clear path toward director and executive leadership opportunities
About Our Client
Our client is one of Wisconsin's most respected and fastest-growing public accounting and advisory firms, known for combining technical excellence with an innovative, people-first culture. The firm partners with business owners, entrepreneurs, professional service organizations, and high-net-worth individuals to provide comprehensive tax planning, compliance, advisory, and consulting services.
The organization has received multiple recent workplace and industry recognitions, including honors as one of the region's best places to work and one of the nation's top accounting firms for employee satisfaction. Their commitment to flexibility, innovation, professional development, and work-life balance has enabled them to attract and retain exceptional talent while continuing to deliver outstanding client service.
Professionals here enjoy direct access to leadership, meaningful client relationships, cutting-edge technology, and genuine opportunities to influence the future direction of the firm.
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Worksite address
madison, WI, 53774, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.