Senior Tax Accountant, CPA

Wertz & Associates; Grand Rapids (MI); Hybrid; USD 85,000 - 115,000; Full time

Benefits offered by this job

Performance bonus opportunity

Flexible scheduling

Hybrid work flexibility

Health, dental, and vision insurance

401(k) retirement plan

Paid time off and holidays

Continuing education support

CPA assistance and professional utvik

Job summary

Wertz & Associates in Grand Rapids, Michigan seeks a Senior Tax Accountant (CPA) to join a growing tax practice. You will work directly with business owners and families on tax planning, compliance, and advisory engagements, gaining leadership exposure from day one.

This role offers a clear path to supervisor and manager, a strong work‑life balance culture, hybrid scheduling, and competitive compensation ($85,000–$115,000 base + bonus).

Qualifications

• Bachelor's degree in accounting required.
• CPA or CPA candidate preferred.
• 2–5 years of public accounting experience.
• Experience preparing business and individual tax returns.

Responsibilities

• Prepare and review individual, corporate, partnership, S‑Corporation, and fiduciary tax returns.
• Identify proactive tax planning opportunities and communicate solutions.
• Research tax issues and stay current with federal and state developments.
• Mentor junior staff and contribute to professional development.

Skills

Strong communication

Organizational skills

Client relationships

Tax planning knowledge

Education

Bachelor's Degree in Accounting

Tools

QuickBooks

Job description

Senior Tax Accountant, CPA

Tax Advisory | Client Relationships | Path to Leadership | Work-Life Balance

Compensation: $85,000–$115,000 Base + Bonus

Location: Grand Rapids, Michigan

Our client, a well-established public accounting and advisory firm serving West Michigan for more than 35 years, is seeking a Senior Tax Accountant to join its growing tax practice.

This is an ideal role for a tax professional who wants more than simply preparing returns. You'll work directly with business owners, entrepreneurs, and families while developing your expertise in tax planning, business consulting, and client advisory services.

Unlike larger firms, you'll have direct access to firm leadership and meaningful involvement in client relationships from day one.

Why This Opportunity Stands Out

• $85,000–$115,000 base salary
• Performance bonus opportunity
• Flexible scheduling
• Strong work-life balance culture
• Direct client interaction
• Broad exposure to tax planning and consulting
• Family-friendly environment
• Clear path to Supervisor and Manager roles
• Diverse privately held business client base
• Direct access to partners and leadership

The Opportunity

As a Senior Tax Accountant, you'll work closely with clients and leadership on tax compliance, tax planning, and advisory engagements while continuing to develop technical and leadership skills.

You’ll gain exposure to:

• Closely held businesses
• Family-owned companies
• Real estate investors
• Manufacturing & distribution companies
• Professional service firms
• Trust and estate taxation
• Business succession planning

Key Responsibilities

Tax Planning & Compliance

• Prepare and review individual, corporate, partnership, S-Corporation, and fiduciary returns
• Identify proactive tax planning opportunities
• Research tax issues and communicate solutions
• Stay current with federal and state tax developments

Client Service

• Build relationships with business owners and decision-makers
• Participate in planning meetings and client consultations
• Deliver exceptional client service and responsiveness

Professional Development

• Assist with training and mentoring junior staff
• Review work and provide feedback
• Continue building leadership capabilities

Qualifications

Required

• Bachelor's Degree in Accounting
• CPA or CPA candidate preferred
• 2–5 years of public accounting experience
• Experience preparing business and individual tax returns
• Strong communication and organizational skills

Preferred

• Experience with closely held businesses
• Trust and estate taxation exposure
• QuickBooks experience
• Prior client-facing experience

Benefits

• Performance bonus opportunity
• Flexible scheduling
• Hybrid work flexibility
• Health, dental, and vision insurance
• 401(k) retirement plan
• Paid time off and holidays
• Continuing education support
• CPA assistance and professional development
• Mentorship and advancement opportunities

About Our Client

Our client has built a reputation as a trusted advisor to privately held businesses and families throughout West Michigan. The firm offers tax, audit, consulting, business valuation, succession planning, outsourced accounting, and advisory services while maintaining a culture built on responsiveness, integrity, flexibility, and long-term relationships.