Senior Tax Accountant

Wertz & Associates; Chattanooga (TN); Hybrid; USD 66,000 - 110,000; Full time

Benefits offered by this job

Performance-based bonus

Medical insurance

Dental insurance

Vision insurance

401(k) with employer match

Generous PTO policy

Flexible scheduling

Continuing education support

Partner-track opportunities

Technology-forward work environment

Collaborative team culture

Job summary

Wertz & Associates in Chattanooga, TN, seeks a Senior Tax Accountant to join its advisory-focused team. Enjoy a flexible hybrid schedule, a base salary of $85,000–$110,000 with performance bonuses, and opportunities to mentor staff while engaging directly with business owners and decision-makers.

The firm emphasizes tax planning, client relationships, and work-life balance, offering long-term career growth in a collaborative culture with leadership access.

Qualifications

• Bachelor's Degree in Accounting required.
• 5+ years of public accounting experience.
• Experience preparing and reviewing business and individual tax returns.
• Experience working with closely held businesses and business owners.
• Strong technical tax knowledge.
• Excellent communication and client service skills.
• Strong organizational and time management abilities.
• Ability to manage multiple projects and deadlines simultaneously.

Responsibilities

• Prepare and review complex individual and business tax returns.
• Advise clients on tax planning strategies and opportunities.
• Develop and maintain strong client relationships.
• Mentor and develop junior professionals and staff.
• Support engagement management and workflow planning.
• Deliver proactive planning recommendations throughout the year.

Skills

Public accounting

Tax knowledge

Client service

Time management

Communication

Education

Bachelor's Degree in Accounting

Job description

Senior Tax Accountant

Tax Planning | Business Advisory | Partner-Track Opportunity | Exceptional Culture

Compensation: $85,000 - $110,000 Base + Performance Bonus Opportunities

Location: Chattanooga, Tennessee
Schedule: Flexible Hybrid

Our client, a well-established CPA and advisory firm celebrating more than 20 years of serving the Chattanooga market, is seeking an experienced Senior Tax Accountant to join its growing team.

This is more than a traditional tax preparation position.

It's an opportunity to become a trusted advisor to business owners, entrepreneurs, and individuals while working in a firm that genuinely prioritizes relationships, culture, professional growth, and work-life balance.

The firm has built its reputation by delivering exceptional client service and practical business advice while creating an environment where professionals can build rewarding long-term careers. Team members enjoy meaningful client relationships, direct access to leadership, a collaborative culture, and the opportunity to make a real impact.

If you're looking for an opportunity where your expertise is valued, your growth is supported, and your quality of life matters, we'd welcome a confidential conversation.

Why This Opportunity Stands Out

• $85,000 - $110,000 base salary
• Performance-based bonus opportunities
• Flexible hybrid work environment
• Strong work-life balance culture
• Partner-track potential
• Established and respected Chattanooga CPA firm
• Direct interaction with business owners and decision-makers
• Strong emphasis on tax planning and advisory services
• Opportunity to mentor and develop staff
• Paperless, technology-forward environment
• Collaborative team-first culture

About the Firm

Our client provides a full range of accounting, tax, and advisory services to businesses and individuals throughout the Chattanooga area.

Core service areas include:

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

The firm's philosophy centers around building long-term relationships and helping clients make informed financial decisions throughout the year, not just during tax season.

The Opportunity

As a Senior Tax Accountant, you'll serve as a key member of the tax team while helping clients navigate increasingly complex tax matters and business decisions.

You'll gain exposure to:

• Individual Taxation
• Partnership Taxation
• S-Corporation Taxation
• C-Corporation Taxation
• Tax Planning & Projections
• Multi-State Tax Matters
• Client Advisory Services
• Business Consulting
• Staff Development & Mentorship

This role offers an excellent combination of technical tax work, client interaction, and career advancement opportunities.

Key Responsibilities

Tax Preparation & Review

• Prepare and review complex individual and business tax returns
• Review tax workpapers and supporting documentation
• Ensure compliance with federal, state, and local tax requirements
• Maintain exceptional standards of quality and accuracy
• Assist with complex tax engagements and special projects

Tax Planning & Advisory

• Advise clients on tax planning strategies and opportunities
• Research complex tax matters and develop practical solutions
• Assist business owners with tax-efficient decision-making
• Stay current on changing tax laws and regulations
• Deliver proactive planning recommendations throughout the year

Client Relationships

• Develop and maintain strong client relationships
• Serve as a trusted advisor to business owners and individuals
• Communicate tax matters clearly and effectively
• Deliver exceptional responsiveness and client service
• Help identify opportunities to provide additional value to clients

Leadership & Team Development

• Mentor and review the work of junior professionals
• Assist with staff development and training initiatives
• Support engagement management and workflow planning
• Contribute to a collaborative team culture
• Help develop future leaders within the firm

Qualifications

Required

• Bachelor's Degree in Accounting
• 5+ years of public accounting experience
• Experience preparing and reviewing business and individual tax returns
• Experience working with closely held businesses and business owners
• Strong technical tax knowledge
• Excellent communication and client service skills
• Strong organizational and time management abilities
• Ability to manage multiple projects and deadlines simultaneously

Who Thrives Here?

The ideal candidate:

• Enjoys serving as a trusted advisor
• Values long-term client relationships
• Wants exposure to planning and consulting work
• Enjoys mentoring and helping others grow
• Thrives in a collaborative environment
• Appreciates flexibility and work-life balance
• Wants a long-term path toward leadership or potential partnership

Benefits

• Competitive compensation package
• Performance-based bonus opportunities
• Medical insurance
• Dental insurance
• Vision insurance
• 401(k) with employer match
• Generous PTO policy
• Flexible scheduling
• Continuing education support
• Partner-track opportunities
• Technology-forward work environment
• Collaborative team culture

What Makes This Opportunity Different?

Many Senior Tax Accountant positions focus primarily on compliance work and deadlines.

This opportunity provides meaningful exposure to tax planning, business advisory services, client relationship development, and long-term career growth. You'll work directly with business owners, contribute to important financial decisions, and become an integral part of a firm that values both professional excellence and personal well-being.

The combination of strong culture, flexibility, client interaction, professional development, and partner-track potential makes this an outstanding opportunity for an experienced public accounting professional.

About Our Client

Our client is a respected CPA and advisory firm known for exceptional service, strong client relationships, and a people-first culture. Through collaboration, innovation, and a commitment to helping both clients and professionals thrive, the firm has created an environment where talented accountants can build rewarding and meaningful careers.