Senior CPA / Tax Manager
The Palmer Group · thepalmergroup.com
WaterlooLead / Manager5+ yrs
The job in short
Tax management.
AccountingTaxInsurance
Details
- Found
- 9 d ago · posted 2026-08-10
- Location as listed
- Waterloo, Iowa
- Role
- Audit / Tax
- Source
- The company’s own careers site
Full description
Our client, an established public accounting firm in Northeast Iowa, is seeking an experienced CPA to step into a leadership-track role as part of a planned succession. This opportunity offers strong client continuity, mentorship responsibility, and long-term growth potential without the pressure of building a book of business. The firm is well-established and financially stable, led by a collaborative ownership group that values fresh ideas, innovation, and work-life balance.
Work Model:
• On-Site
What You Will Do:
• Serve as lead preparer and reviewer on complex business and individual tax engagements
• Review returns and financial work prepared by staff and provide constructive feedback
• Mentor and develop junior team members, supporting growth and training initiatives
• Manage engagement timelines and ensure client deadlines are met
• Maintain and strengthen existing client relationships through consultative advisory support
• Participate in client meetings, planning conversations, and strategic discussions
• Contribute ideas to improve processes, technology, and overall firm operations
What You Will Need to Be Successful:
• CPA license with 5+ years of public accounting experience
• Strong technical knowledge in business and individual taxation
• Experience reviewing work and mentoring staff
• Ability to manage client relationships with professionalism and confidence
• Desire to work in a relationship-driven, community-focused environment
• Willingness to be on-site for collaboration and client engagement
Benefits Overview:
• Health, dental, and vision insurance
• PTO
• 401k
Interested and qualified candidates can contact Palmer Group at (515) 225-7000 or email [email protected].
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