Senior Tax Accountant

Wertz & Associates; Cleves (OH); Hybrid; USD 80,000 - 120,000; Full time

Benefits offered by this job

ESOP ownership

Hybrid work options

Work-from-home opportunities

THRIVE career coaching

Job summary

Wertz & Associates is seeking a Senior Tax Accountant to join its employee-owned CPA and advisory firm. The role focuses on tax engagements and advisory work with business owners and privately held companies, offering growth into leadership and ownership opportunities.

Hybrid or on-site work is available, with a culture centered on balance, collaboration, and long-term success. The position emphasizes mentoring staff and expanding technical tax expertise with ownership-driven incentives.

Qualifications

• 2–4 years of public accounting tax experience.
• Experience preparing business tax returns.
• Strong organizational and time management skills.
• CPA or EA license, or active progress toward certification.

Responsibilities

• Tax Compliance & Preparation: Prepare and review business and individual tax returns; support tax compliance for partnerships, S corporations, C corporations, and pass-through entities; ensure timely and accurate tax filings; maintain high quality standards across tax engagements; assist with complex tax projects and special assignments.
• Tax Planning & Advisory: Research tax issues and communicate findings clearly; identify tax planning opportunities for clients; assist with tax strategy and advisory initiatives; help clients understand implications of business and financial decisions; support year-round advisory conversations with business owners.
• Client Relationship Management: Build strong relationships through proactive communication; serve as a trusted resource for clients; respond to client questions and concerns; deliver exceptional service and responsiveness; support client retention and growth initiatives.
• Leadership & Team Development: Mentor and guide staff accountants; review work and provide constructive feedback; assist with training and professional development; collaborate with managers, directors, and partners; support a culture of accountability and continuous improvement.

Skills

Public tax accounting experience

Strong communication

Time management

Attention to detail

Education

Bachelor's Degree in Accounting or related field

CPA or EA license in progress

Job description

Senior Tax Accountant

Tax Advisory | Employee Ownership | Career Growth | Work-Life Balance

Compensation: $80,000–$120,000 Base + ESOP Ownership Benefits + Career Advancement Opportunity

Location: Hybrid or On-Site

Our client, an award-winning and 100% employee-owned CPA and advisory firm, is seeking a talented Senior Tax Accountant to join its growing tax and advisory practice.

This is more than a traditional tax preparation role.

It's an opportunity to work directly with business owners, entrepreneurs, and privately held companies while expanding your technical tax expertise, developing advisory skills, mentoring staff, and building a long-term career within a firm where employees have a direct ownership stake in the organization's success.

As an employee-owner, you'll benefit from meaningful client relationships, leadership access, strong professional development opportunities, and a culture built around balance, collaboration, and long-term success.

If you're looking for a public accounting opportunity that provides growth, flexibility, and a clear path into advisory and leadership responsibilities, we'd welcome a confidential conversation.

Why This Opportunity Stands Out

• $80,000–$120,000 base salary
• 100% Employee-Owned through an ESOP
• Hybrid and flexible work arrangements
• Work-from-home opportunities
• 53-hour busy season expectations
• Summer Fridays with reduced hours
• Strong work-life balance culture
• THRIVE career development and coaching program
• Direct access to firm leadership
• Opportunity to grow into advisory and management responsibilities
• Collaborative and transparent team environment
• Long-term wealth-building through employee ownership

Exceptional candidates with advanced tax planning experience, CPA credentials, pass-through entity expertise, or client advisory experience may be considered above the posted compensation range.

About the Firm

Our client is an award-winning CPA and advisory firm serving privately held businesses, business owners, entrepreneurs, and individuals.

The firm provides a broad range of services including:

• Tax Planning & Compliance
• Business Advisory Services
• Accounting Services
• Audit & Assurance
• Strategic Consulting
• Succession & Growth Planning

Professionals are encouraged to move beyond compliance work and become trusted advisors who help clients make better business and financial decisions throughout the year.

The Opportunity

As a Senior Tax Accountant, you'll play a key role in managing tax engagements while developing deeper advisory relationships with clients and gaining valuable leadership experience.

You'll have exposure to:

• Individual Taxation
• Partnership Taxation
• S-Corporation Taxation
• C-Corporation Taxation
• Pass-Through Entities
• Tax Research & Planning
• Client Advisory Services
• Staff Development & Mentorship
• Business Consulting Opportunities

This role provides the ideal blend of technical tax work, client interaction, and long-term career growth.

Key Responsibilities

Tax Compliance & Preparation

• Prepare and review business and individual tax returns
• Support tax compliance for partnerships, S corporations, C corporations, and pass-through entities
• Ensure timely and accurate tax filings
• Maintain high quality standards across tax engagements
• Assist with complex tax projects and special assignments

Tax Planning & Advisory

• Research tax issues and communicate findings clearly
• Identify tax planning opportunities for clients
• Assist with tax strategy and advisory initiatives
• Help clients understand the implications of business and financial decisions
• Support year-round advisory conversations with business owners

Client Relationship Management

• Build strong relationships through proactive communication
• Serve as a trusted resource for clients
• Assist with responding to client questions and concerns
• Deliver exceptional service and responsiveness
• Support client retention and growth initiatives

Leadership & Team Development

• Mentor and guide staff accountants
• Review work and provide constructive feedback
• Assist with training and professional development efforts
• Collaborate with managers, directors, and partners
• Support a culture of accountability and continuous improvement

Qualifications

Required

• Bachelor's Degree in Accounting or related field
• 2–4 years of public accounting tax experience
• Experience preparing business tax returns
• Strong organizational and time management skills
• Excellent communication and client service abilities
• CPA or EA license, or active progress toward certification
• Strong attention to detail and analytical skills

Who Thrives Here?

The ideal candidate:

• Wants to continue developing as a tax advisor
• Enjoys building strong client relationships
• Has aspirations for future leadership opportunities
• Values work-life balance and flexibility
• Takes pride in delivering exceptional client service
• Enjoys problem-solving and continuous learning
• Wants to participate in the success of an employee-owned organization

Benefits

• Employee Stock Ownership Plan (ESOP)
• Competitive compensation package
• Comprehensive healthcare coverage
• Retirement plan
• Generous paid time off
• Maternity and parental leave
• Flexible scheduling options
• Hybrid and work-from-home opportunities
• Reduced summer hours
• THRIVE career coaching and professional development
• Leadership mentoring opportunities
• Long‑term advancement potential

What Makes This Opportunity Different?

Many Senior Tax Accountant opportunities focus almost entirely on compliance work.

This role offers something more.

You'll have the opportunity to build meaningful client relationships, participate in advisory discussions, develop future leaders, and contribute directly to a firm where employees share in the success they create. Through employee ownership and a strong development culture, professionals are empowered to take ownership of both their careers and their future.

The combination of flexibility, advisory exposure, employee ownership, and professional development creates an opportunity that stands apart from traditional public accounting roles.

About Our Client

Our client is an award-winning, employee-owned CPA and advisory firm dedicated to helping businesses and individuals achieve long-term success. Through a commitment to technical excellence, client service, employee development, and ownership-minded thinking, the firm has built a culture where professionals are empowered to grow, lead, and make a lasting impact.

Employees benefit from meaningful work, leadership accessibility, long‑term career opportunities, and the ability to share in the firm's future through employee ownership.

If you're a Senior Tax Accountant seeking employee ownership, flexibility, strong mentorship, and a clear path toward advisory and leadership opportunities, we'd love to speak with you confidentially.