Senior CPA Tax Advisor — High-Net-Worth Client Advisory

Wertz & Associates; Gainesville (FL); On-site; USD 95,000 - 130,000; Full time

Benefits offered by this job

Competitive compensation

Performance-based bonus

Professional development

Career advancement

Mentorship and leadership exposure

High-level client interaction

Job summary

Wertz & Associates seeks a Senior Accountant (CPA) / Tax Reviewer to lead tax review and planning engagements for privately held businesses and high-net-worth individuals. You will provide advisory services, mentor junior staff, and collaborate with leadership to deliver sophisticated tax solutions.

The role offers direct client interaction, strong growth potential, and a collaborative, growth-focused culture. CPA licensure and 4–6 years of public accounting experience are required.

Qualifications

• Bachelor's Degree in Accounting required
• Active CPA license required
• 4–6 years of public accounting experience
• Experience reviewing business and individual tax returns
• Strong understanding of partnership, S-Corporation, fiduciary, and high-net-worth taxation
• Experience with CCH Tax, Axcess, and Engagement Manager preferred
• Strong analytical, organizational, and problem-solving abilities
• Excellent written and verbal communication skills
• Commitment to exceptional client service and professional excellence

Responsibilities

• Tax Review & Quality Control across returns
• High-Net-Worth Tax Planning
• Client Advisory Services
• Relationship Management
• Staff Mentorship
• Career Advancement

Skills

Tax review

Client advisory

Public accounting

Mentorship

Communication

Analytical thinking

Education

Bachelor's Degree in Accounting

CPA license

Tools

CCH Tax

Axcess

Engagement Manager

Job description

Wertz & Associates seeks a Senior Accountant (CPA) / Tax Reviewer to lead tax review and planning engagements for privately held businesses and high-net-worth individuals. You will provide advisory services, mentor junior staff, and collaborate with leadership to deliver sophisticated tax solutions.

The role offers direct client interaction, strong growth potential, and a collaborative, growth-focused culture. CPA licensure and 4–6 years of public accounting experience are required.