Senior Associate, High Net Worth Tax — Hybrid & Growth Path

Wertz & Associates; Naperville (IL); Hybrid; USD 70,000 - 105,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

Health Savings Account (HSA)

Flexible Spending Accounts (FSA)

Dependent Care FSA

Paid time off / PTO

Job summary

Wertz & Associates, a growing public accounting and advisory firm in Naperville, IL, seeks a Senior Associate for its High Net Worth Tax Practice. You will work with high-net-worth individuals, trusts, and businesses while expanding technical expertise, client relationships, and leadership skills for long-term career advancement.

The firm invests in people, offers collaboration, mentorship, and a clear growth path toward Manager, Principal, and leadership roles, with performance-based bonuses

Qualifications

• 3+ years of public accounting tax experience.
• Experience preparing complex individual, business, and fiduciary tax returns.
• Strong technical tax knowledge and client service skills.
• Excellent written and verbal communication skills.
• Ability to manage multiple priorities and deadlines.

Responsibilities

• Prepare and review individual, trust, estate, partnership, and corporate tax returns.
• Prepare estimated tax payments and extensions.
• Ensure compliance with federal, state, and local tax regulations.
• Identify client opportunities and planning strategies.
• Draft responses to IRS inquiries and research tax matters.
• Develop client relationships and deliver advisory services.
• Organize and manage multiple projects and engage teams.

Skills

Public accounting tax experience

Prepare complex returns

Excellent communication

Project management

Education

CPA licensure in progress

Tools

CCH Axcess Tax

CCH Engagement

Job description

Wertz & Associates, a growing public accounting and advisory firm in Naperville, IL, seeks a Senior Associate for its High Net Worth Tax Practice. You will work with high-net-worth individuals, trusts, and businesses while expanding technical expertise, client relationships, and leadership skills for long-term career advancement.

The firm invests in people, offers collaboration, mentorship, and a clear growth path toward Manager, Principal, and leadership roles, with performance-based bonuses