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Wertz & Associates

Tax Manager, CPA

alexandria, VA

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About this opportunity

Wertz & Associates lists this Tax Manager, CPA opportunity in alexandria, Virginia. Review the employer’s description below for duties, qualifications and application requirements.

Job description

Tax Manager,CPA

Tax Planning | Client Advisory | Leadership Opportunity | Flexible Hybrid Schedule

Compensation: $125,000 - $165,000 Base + Performance Bonus Opportunities

Location: Alexandria, Virginia

Schedule: Flexible Hybrid

Our client, a respected and growing public accounting and advisory firm, is seeking an experienced Tax Manager to join its Tax Services team.

This is more than a traditional tax management role.

It's an opportunity to become a trusted advisor to business owners, high-net-worth individuals, estates, trusts, nonprofit organizations, consultants, and growing companies while leading tax engagements, mentoring staff, and helping clients achieve their financial and business goals.

The firm has a long-standing reputation throughout Northern Virginia for exceptional client service, technical expertise, and a people-first culture. Professionals enjoy significant client interaction, strong leadership support, workplace flexibility, and real opportunities for advancement.

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

Why This Opportunity Stands Out

$125,000 - $165,000 base salary

Performance-based bonus opportunities

Flexible hybrid work environment

Established and highly respected public accounting firm

Opportunity to work with business owners and high-net-worth clients

Significant client-facing and advisory responsibilities

Leadership and management opportunities

Strong mentorship and professional development

Direct access to firm leadership

Clear path toward future leadership roles

Collaborative and relationship-focused culture

About the Firm

Our client is a full-service public accounting and advisory firm serving businesses, nonprofit organizations, professional service firms, technology companies, consultants, high-net-worth individuals, estates, and trusts throughout the Washington, DC metro area.

Services include:

Tax Planning & Compliance

Business Advisory Services

Accounting Services

Audit & Assurance

Estate & Trust Planning

Strategic Consulting

The firm is known for providing personalized service while helping clients navigate increasingly complex tax and business challenges.

The Opportunity

As a Tax Manager, you'll oversee client engagements, manage staff development, and serve as a key advisor to clients on tax planning and business matters.

You'll gain exposure to:

Individual Taxation

Partnership Taxation

S-Corporation Taxation

Corporate Taxation

Estate & Trust Taxation

High-Net-Worth Tax Planning

Multi-State Tax Matters

Business Advisory Services

Client Relationship Management

Leadership & Team Development

This role provides an exceptional balance of technical tax expertise, consulting, leadership, and client advisory responsibilities.

Key Responsibilities

Tax Planning & Advisory

Develop and implement proactive tax planning strategies

Prepare tax projections and planning analyses

Research complex tax matters and provide recommendations

Assist clients in achieving financial and business goals

Identify tax-saving opportunities and strategic solutions

Client Relationship Management

Build and maintain long-term client relationships

Serve as a trusted advisor to clients and business owners

Deliver exceptional planning, consulting, and advisory services

Identify opportunities for expanded services

Provide year-round guidance and support

Tax Compliance & Review

Review complex individual, business, estate, and trust tax returns

Oversee tax compliance processes and deadlines

Manage tax provision and compliance activities

Ensure compliance with federal, state, and local tax regulations

Mitigate client tax risks and exposure

Leadership & Staff Development

Supervise, train, and mentor tax professionals

Review staff work and provide timely feedback

Manage engagement workflow and staffing needs

Foster collaboration and accountability across teams

Support professional development initiatives

Practice Management

Improve processes and implement best practices

Maintain tax-related general ledger balances and adjustments

Assist with budgeting and engagement profitability

Support business development and referral relationships

Help drive the continued growth of the tax practice

Qualifications

Required

Bachelor's Degree in Accounting or related field

Active CPA license

5+ years of public accounting tax experience

Strong understanding of federal and state tax regulations

Experience reviewing complex tax returns

Strong client relationship management skills

Excellent written and verbal communication abilities

Leadership and supervisory experience

Preferred

High-net-worth individual tax experience

Estate and trust taxation experience

Multi-state tax experience

QuickBooks and QuickBooks Online experience

Business development experience

Strong advisory and consulting background

Who Thrives Here?

The ideal candidate:

Enjoys helping clients achieve their goals

Wants meaningful leadership responsibility

Takes pride in mentoring and developing others

Enjoys solving complex tax issues

Values long-term client relationships

Thrives in a collaborative environment

Wants a long-term path toward firm leadership

Benefits

Competitive compensation package

Performance-based bonus opportunities

Flexible hybrid scheduling

Professional development support

Continuing education opportunities

Leadership training programs

Collaborative team environment

Career advancement opportunities

Strong work-life flexibility

What Makes This Opportunity Different?

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

This opportunity offers meaningful exposure to tax planning, advisory services, business development, client relationship management, and leadership. You'll work directly with successful business owners and high-net-worth individuals while helping clients make strategic decisions that impact their long-term success.

The combination of leadership opportunity, client visibility, workplace flexibility, and advancement potential makes this an outstanding opportunity for an experienced tax professional seeking the next step in their public accounting career.

About Our Client

Our client is a respected public accounting and advisory firm known for technical excellence, exceptional client service, and employee development. Through strong leadership, workplace flexibility, and a collaborative culture, the firm provides professionals with the resources and opportunities needed to build successful long-term careers.

If you're a Tax Manager, Senior Tax Manager, or experienced public accounting professional seeking greater client impact, leadership opportunities, and long-term career growth, we'd love to speak with you confidentially.

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Worksite address

alexandria, VA, 22350, US

Who can apply

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