About this opportunity
Wertz & Associates lists this Tax Manager, CPA/EA opportunity in town of brookfield, Wisconsin. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Tax Manager, CPA/EA
Tax Advisory | Client Leadership | Team Development | Great Place to Work
Compensation: $120,000–$165,000 Base + Bonus + Profit Sharing Opportunity
Location: Brookfield, Wisconsin
Schedule: Flexible Hybrid
Our client, a leading public accounting and advisory firm recognized as a Great Place to Work , is seeking an experienced Tax Manager to join its growing Brookfield office.
This is more than a traditional tax management role.
It's an opportunity to serve as a trusted advisor to business owners, executives, entrepreneurs, and high-net-worth individuals while leading complex tax engagements, developing talented professionals, and helping clients navigate important financial and business decisions.
The firm has built a culture centered around collaboration, continuous development, exceptional client service, and helping both employees and clients thrive. As a Tax Manager, you'll play a visible leadership role while working alongside firm leaders to deliver proactive tax planning, consulting, and advisory services.
If you're seeking a leadership opportunity that combines technical tax expertise, client relationship management, staff development, and long-term career growth, we'd welcome a confidential conversation.
Why This Opportunity Stands Out
$120,000–$165,000 base salary
Annual performance bonus opportunities
Profit-sharing program
Lifestyle Spending Account
Multiple healthcare plan options
Summer Fridays off
Leadership role within a growing tax practice
Significant client-facing and advisory responsibilities
Strong mentorship and professional development culture
Direct access to firm leadership
Great Place to Work certified organization
Clear path toward Senior Manager and Principal opportunities
Exceptional candidates with advanced tax planning expertise, business development success, industry specialization, or extensive client advisory experience may be considered above the posted compensation range.
About the Firm
Our client is a highly respected accounting, consulting, and advisory firm serving privately held businesses, entrepreneurs, nonprofit organizations, and individuals throughout Wisconsin and beyond.
The firm provides services including:
Tax Planning & Compliance
Business Advisory Services
Audit & Assurance
Wealth Advisory Solutions
Outsourced Accounting Services
Strategic Consulting
The organization is committed to helping clients achieve their goals while providing employees with exceptional opportunities for professional growth and advancement.
The Opportunity
As a Tax Manager, you'll serve as a key advisor to clients while leading engagement teams and delivering sophisticated tax and business solutions.
You'll gain significant exposure to:
Advanced Tax Planning
Business Entity Taxation
Partnership Taxation
S-Corporation Taxation
Corporate Taxation
Individual & High-Net-Worth Tax Planning
Tax Research & Consulting
Client Relationship Management
Team Leadership & Development
Practice Growth Initiatives
This role offers an ideal blend of technical expertise, leadership, and strategic advisory work.
Key Responsibilities
Tax Advisory & Planning
Lead complex tax planning and compliance engagements
Develop tax strategies designed to minimize liabilities and maximize value
Research and resolve sophisticated federal and state tax matters
Advise clients on business decisions, entity structure, and tax implications
Deliver proactive, year-round tax planning solutions
Client Relationship Management
Serve as a trusted advisor to business owners and executives
Build and strengthen long-term client relationships
Provide consultative guidance on financial and tax matters
Identify opportunities to expand client services
Maintain exceptional client satisfaction and retention
Leadership & Team Development
Lead, mentor, and develop tax professionals across multiple levels
Review work product and provide technical guidance
Support employee growth through coaching and performance development
Foster a collaborative, high-performing culture
Help build future leaders within the tax practice
Engagement & Practice Management
Manage engagement workflows, staffing, budgets, and deadlines
Ensure quality standards and compliance requirements are met
Oversee engagement profitability and resource allocation
Support operational improvements and process efficiencies
Collaborate with leadership on strategic initiatives
Business Development
Strengthen relationships with referral sources and clients
Identify growth opportunities within existing accounts
Participate in networking and professional organizations
Support business development and marketing initiatives
Contribute to the firm's continued growth and success
Qualifications
Required
CPA, EA, or equivalent professional certification
Bachelor's Degree in Accounting or related field
5+ years of public accounting tax experience
Strong tax planning and compliance expertise
Experience managing client relationships and engagements
Proven leadership and mentoring abilities
Excellent communication and presentation skills
Strong organizational and project management capabilities
Who Thrives Here?
The ideal candidate:
Enjoys becoming a trusted advisor to clients
Wants meaningful leadership responsibilities
Enjoys mentoring and developing others
Think(s) strategically and proactively
Values continuous learning and professional development
Builds strong client relationships naturally
Wants a long-term path toward firm leadership
Benefits
Competitive compensation package
Performance-based bonus opportunities
Profit-sharing program
Lifestyle Spending Account
Comprehensive healthcare options
Retirement savings plans
Paid time off and holidays
Summer Fridays off
Continuing education support
Leadership development programs
Great Place to Work culture
Long-term career advancement opportunities
What Makes This Opportunity Different?
Many Tax Manager positions focus primarily on compliance oversight.
This opportunity provides a platform to become a true advisor and leader.
You'll work directly with business owners and executives on strategic tax and business matters while helping develop future professionals and contributing to the continued growth of a highly respected advisory firm. Leadership is committed to creating an environment where professionals can grow their careers, expand their expertise, and make a meaningful impact.
About Our Client
Our client is a growing professional services firm recognized for technical excellence, exceptional client service, and a strong commitment to employee development. Through investment in its people, culture, and client relationships, the firm has built a reputation as one of the region's premier destinations for accounting professionals seeking growth, flexibility, and meaningful career opportunities.
Employees benefit from leadership accessibility, sophisticated client work, ongoing mentorship, and a collaborative environment that supports both professional achievement and personal well-being.
If you're a Tax Manager seeking greater client influence, leadership opportunities, sophisticated advisory work, and a clear path for continued career advancement, we'd love to speak with you confidentially.
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Who can apply
Review the original listing for work authorization, qualifications and employer requirements.