Senior Associate, Tax Services

Wertz & Associates; Buckhannon (WV); On-site; USD 70,000 - 95,000; Full time

Benefits offered by this job

Flexible work environment

Bonus opportunities

Job summary

Wertz & Associates in Buckhannon, WV seeks a Senior Associate in Tax Services to lead engagements from planning to completion, mentoring staff, and delivering strategic tax advisory services for individuals, partnerships, corporations, and trusts.

You will work closely with clients and engagement teams, build strong relationships, and help clients optimize tax efficiency while advancing your public accounting career. Flexible scheduling is provided as part of a supportive development culture.

Qualifications

• Bachelor's Degree in Accounting is required.
• 3+ years of public accounting tax experience.
• Experience preparing and reviewing tax returns.
• Strong analytical and problem-solving abilities.
• Excellent oral and written communication skills.
• Strong organizational and project management skills.

Responsibilities

• Lead tax engagements from planning through completion.
• Prepare and review individual, business, and trust tax returns.
• Research and resolve complex tax matters.
• Ensure compliance with federal, state, and local tax regulations.
• Maintain high standards of technical accuracy and quality.
• Build and maintain strong client relationships.
• Develop understanding of client businesses and tax needs.
• Communicate tax planning opportunities and recommendations.
• Provide exceptional responsiveness and service.
• Identify opportunities to improve client tax efficiency.
• Supervise, train, and mentor staff.
• Review work performed by engagement team members.
• Provide coaching and professional development support.
• Foster collaboration and engagement success.
• Research and analyze complex tax issues.
• Assist with tax strategy development and planning opportunities.
• Draft responses to tax authority inquiries.
• Stay current on tax law developments and regulatory changes.
• Support clients with proactive tax-saving strategies.

Skills

Tax planning

Client advisory

Leadership

Mentoring

Education

Bachelor's Degree in Accounting

Job description

Senior Associate, Tax Services

Tax Planning | Client Advisory | Career Growth | Flexible Work Environment

Compensation: $70,000 - $95,000 Base + Performance Bonus Opportunities

Location: Buckhannon, West Virginia
Schedule: Flexible Work Environment

Our client, a respected and growing public accounting and advisory firm, is seeking a Senior Associate, Tax Services to join its Buckhannon office.

This is more than a traditional tax compliance role.

It's an opportunity to lead client tax engagements, build trusted client relationships, mentor developing professionals, and help individuals, businesses, and trusts navigate complex tax matters while advancing your public accounting career.

The firm has built a strong reputation for exceptional client service while fostering a collaborative environment where professionals can continue developing their technical expertise, leadership skills, and long-term career opportunities.

If you're looking for a role that combines tax planning, client interaction, mentorship, flexibility, and advancement potential, we'd welcome a confidential conversation.

Why This Opportunity Stands Out

• $70,000 - $95,000 base salary
• Performance-based bonus opportunities
• Flexible work schedules
• Strong work-life balance philosophy
• Opportunity to lead client tax engagements
• Significant client-facing responsibilities
• Diverse client base across multiple industries
• Collaborative and team-oriented culture
• Opportunity to mentor and develop staff
• Direct interaction with firm leadership
• Long-term career advancement opportunities

About the Opportunity

As a Senior Associate within the Tax Services practice, you'll take ownership of tax engagements from planning through completion while working directly with clients and engagement teams.

You'll gain experience with:

• Individual Taxation
• Partnership Taxation
• S-Corporation Taxation
• Corporate Taxation
• Trust & Estate Taxation
• Tax Planning Strategies
• IRS & State Tax Matters
• Client Advisory Services
• Team Leadership & Development

This role offers an excellent blend of technical tax expertise, leadership development, and relationship management.

Key Responsibilities

Tax Engagement Leadership

• Lead tax engagements from planning through completion
• Prepare and review individual, business, and trust tax returns
• Research and resolve complex tax matters
• Ensure compliance with federal, state, and local tax regulations
• Maintain high standards of technical accuracy and quality

Client Service

• Build and maintain strong client relationships
• Develop an understanding of client businesses and tax needs
• Communicate tax planning opportunities and recommendations
• Provide exceptional responsiveness and service
• Identify opportunities to help clients improve tax efficiency

Team Leadership

• Supervise, train, and mentor Staff Associates and junior team members
• Review work performed by engagement team members
• Provide coaching, feedback, and professional development support
• Foster collaboration and engagement success

Tax Research & Planning

• Research and analyze complex tax issues
• Assist with tax strategy development and planning opportunities
• Draft responses to tax authority inquiries
• Stay current on tax law developments and regulatory changes
• Support clients with proactive tax-saving strategies

Qualifications

Required

• Bachelor's Degree in Accounting
• 3+ years of public accounting tax experience
• Experience preparing and reviewing tax returns
• Strong analytical and problem-solving abilities
• Excellent oral and written communication skills
• Strong organizational and project management skills
• Ability to manage multiple priorities and deadlines
• Commitment to delivering exceptional client service

Preferred

• CPA license or active CPA candidate
• Experience reviewing business and trust returns
• Previous experience mentoring staff
• Strong technical tax knowledge

Who Thrives Here?

The ideal candidate:

• Enjoys building client relationships
• Wants increasing leadership responsibilities
• Takes pride in mentoring team members
• Enjoys solving complex tax challenges
• Values collaboration and professional growth
• Thrives in a dynamic public accounting environment
• Wants a long-term career path within public accounting

Benefits

• Competitive compensation package
• Performance-based bonus opportunities
• Flexible scheduling options
• Professional development opportunities
• Leadership and mentorship opportunities
• Collaborative team environment
• Career advancement potential
• Exposure to diverse clients and industries

What Makes This Opportunity Different?

Many tax roles focus primarily on return preparation and compliance.

This opportunity provides meaningful exposure to client advisory work, tax planning, leadership development, and strategic problem-solving. You'll become a trusted resource to clients while helping develop future tax professionals and advancing your own career.

The combination of flexibility, leadership opportunities, client interaction, and career growth makes this an outstanding opportunity for an ambitious tax professional.

About Our Client

Our client is a growing public accounting and advisory firm dedicated to providing exceptional service while investing in its people. Through a collaborative culture, flexible work environment, and commitment to professional growth, the firm provides professionals with the support and opportunities needed to build rewarding long-term careers.

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