Senior Tax Accountant

Wertz & Associates; Chandler (AZ); Hybrid; USD 85,000 - 120,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

Life insurance

401(k) with company match

PTO + holidays

Flexible scheduling

Half-day Fridays

CPA exam & professional development

Job summary

Wertz & Associates in Chandler, AZ, is seeking a Senior Tax Accountant for a hybrid schedule. You will engage with construction, real estate, and closely held clients, handling tax planning, advisory work, and compliance.

Work closely with Managers and Partners, own client engagements, and contribute to a collaborative, technology-forward environment with strong growth and partner-track opportunities.

Qualifications

• Bachelor's degree in accounting or a related field is required.
• At least 2 years of public accounting tax experience.
• CPA, EA, or active progress toward certification preferred.
• Strong communication and organizational skills.
• Ability to manage multiple engagements and deadlines.

Responsibilities

• Tax Compliance & Review: Prepare and review returns for individuals, partnerships, corporations, trusts, and consolidated entities; prepare estimates & extensions; develop schedules; ensure compliance with federal, state, and local regs.
• Tax Planning & Advisory: Research complex tax issues, advise on planning strategies, identify opportunities for tax efficiency, support quarterly and year-end planning.
• Client Service: Communicate with clients, develop relationships, coordinate information gathering, provide updates and respond to questions.
• Leadership & Ment mentorship: Review work, coach staff, assist with training, support team development and collaborate with managers on complex engagements.
• Construction Industry Specialization: Knowledge in percentage-of-completion accounting, look-back calculations, job costing, cost segregation, bonding/reporting.

Skills

Excellent communication

Organizational skills

Client service mindset

Education

Bachelor's Degree in Accounting

CPA, EA, or active progress toward certification

Job description

Construction Tax | Business Advisory | Career Growth | Work-Life Balance

Compensation: $85,000 - $120,000 Base + Performance Bonus Opportunities

Location: Chandler, Arizona
Schedule: Hybrid

Our client, a well-established CPA and advisory firm in the Phoenix metro area, is seeking a Senior Tax Accountant to join its growing tax practice.

This is more than a traditional tax preparation role.

It's an opportunity to work closely with business owners, construction companies, real estate investors, and closely held businesses while expanding your expertise in tax planning, advisory services, and complex business taxation.

Unlike many firms where professionals spend excessive hours chasing paperwork and administrative tasks, this firm has built efficient workflows, strong support systems, and a technology-driven environment that allows accountants to focus on serving clients and solving problems.

Pperhaps most importantly, the firm believes public accounting should be sustainable. Team members generally work a 40-hour workweek throughout the year, with approximately 50-hour workweeks during tax season (February 15 through April 15).

Why This Opportunity Stands Out

• $85,000 - $120,000 base salary
• Performance-based bonus opportunities
• Hybrid work environment
• 40-hour standard workweeks
• Approximately 50-hour busy season workweeks
• Strong work-life balance culture
• Partner-track opportunities
• Direct interaction with business owners
• Advisory-focused client work
• Established and respected CPA firm
• Collaborative team environment
• Technology-forward, paperless office

About the Firm

Our client has served businesses and individuals throughout the Phoenix metro area for more than 20 years.

The firm specializes in helping:

• Construction Companies
• Real Estate Businesses
• Closely Held Businesses
• Entrepreneurs
• Partnerships
• Corporations
• Business Owners and Investors

Services provided include:

• Tax Planning & Compliance
• Accounting & Bookkeeping
• Financial Statement Services
• Business Advisory
• QuickBooks Consulting
• Business Valuation Support
• Strategic Financial Planning

The firm's philosophy centers around long-term client relationships and providing practical advice that helps businesses grow and succeed.

The Opportunity

As a Senior Tax Accountant, you'll take ownership of client engagements while working directly with Managers and Partners on planning, compliance, and advisory initiatives.

You'll gain exposure to:

• Individual Taxation
• Partnership Taxation
• S-Corporation Taxation
• C-Corporation Taxation
• Multi-State Tax Matters
• Construction Industry Tax
• Real Estate Tax Planning
• Business Advisory Services
• Client Relationship Management
• Staff Development & Mentoring

This role provides an ideal combination of technical tax work, client interaction, and long-term career development.

Key Responsibilities

Tax Compliance & Review

• Prepare and review individual, partnership, corporate, trust, and consolidated tax returns
• Prepare estimated tax calculations and extensions
• Develop supporting schedules and workpapers
• Maintain compliance with federal, state, and local tax regulations
• Ensure high standards of accuracy and quality

Tax Planning & Advisory

• Research complex tax issues and recommend solutions
• Assist clients with proactive tax planning strategies
• Identify opportunities to improve tax efficiency
• Support quarterly and year-end planning initiatives
• Stay current on tax law and regulatory developments

Client Service

• Communicate directly with clients regarding tax matters
• Develop strong client relationships
• Assist with information gathering and project coordination
• Provide updates and respond to client questions
• Deliver exceptional service throughout the year

Leadership & Mentorship

• Review work prepared by associates and interns
• Provide coaching and constructive feedback
• Assist with training initiatives
• Support team development efforts
• Collaborate with managers and partners on complex engagements

Construction Industry Specialization

Professionals with experience in any of the following areas are highly encouraged to apply:

• Percentage-of-Completion Accounting
• Section 460
• Look-Back Calculations
• Job Costing
• Cost Segregation Studies
• Bonding & Surety Reporting
• Multi-Entity Structures

Don't have construction experience?

That's okay.

The firm is willing to invest in strong public accounting professionals who want to build highly marketable expertise in construction and real estate taxation.

Qualifications

Required

• Bachelor's Degree in Accounting or related field
• 2+ years of public accounting tax experience
• Experience preparing individual and business tax returns
• CPA, EA, or active progress toward certification
• Strong understanding of federal and state taxation
• Excellent communication and organizational skills
• Strong attention to detail
• Ability to manage multiple engagements and deadlines

Benefits

• Competitive compensation package
• Performance-based bonus opportunities
• Health insurance
• Dental insurance
• Vision insurance
• Life insurance
• 401(k) with 3% employer contribution
• 22 days of PTO plus holidays
• Flexible scheduling
• Half-day Fridays
• CPA exam and professional development support
• Technology-forward paperless environment
• Partner-track opportunities
• Ongoing mentoring and training

What Makes This Opportunity Different?

Many Senior Tax Accountant positions focus heavily on compliance and long hours.

This opportunity combines meaningful tax planning, client advisory work, career advancement, and one of the more manageable public accounting schedules you'll find. You'll develop specialized expertise, work closely with business owners, and build the skills necessary to advance into management and leadership positions.

The combination of strong culture, career growth, manageable busy seasons, and partner-track potential makes this an exceptional opportunity for a public accounting professional seeking a long-term home.

About Our Client

Our client is a respected CPA and advisory firm recognized for providing exceptional service, strong client relationships, and a collaborative work environment. Through investment in technology, people, and professional development, the firm has built a culture where accountants can continue growing while maintaining balance and flexibility.

If you're a Senior Tax Accountant, Tax Senior, CPA, EA, or public accounting professional seeking stronger client relationships, specialized expertise, and outstanding work-life balance, we'd love to speak with you confidentially.