Senior Tax Advisor & Client Advisory Leader (Hybrid)

Wertz & Associates; Layton (UT); Hybrid; USD 70,000 - 120,000; Full time

Benefits offered by this job

Hybrid work

Competitive pay

Performance incentives

Paid time off

Retirement options

Education support

Leadership growth

Job summary

Wertz & Associates in Layton, UT seeks an experienced Tax Associate/Tax Advisor to deliver strategic tax planning and advisory services. The role focuses on working with individuals, business owners, and entrepreneurs to drive informed financial decisions year-round.

This is not traditional tax preparation. You will be a trusted advisor, guiding clients on planning opportunities, navigating complex tax matters, and expanding leadership responsibilities within a growing practice with strong

Qualifications

• Active CPA or Enrolled Agent credential.
• Public accounting or professional tax experience.
• Strong knowledge of individual taxation.
• Experience with business returns, including partnerships and S corporations.
• Excellent written and verbal communication skills.

Responsibilities

• Meet directly with individual and business clients.
• Develop proactive tax-saving strategies.
• Prepare and review tax projections.
• Identify opportunities to improve tax efficiency.
• Assist clients with year-round planning initiatives.
• Maintain high technical and quality standards.

Skills

CPA or EA credential

Tax planning

Client advisory

Communication skills

Education

CPA or EA credential

Job description

Wertz & Associates in Layton, UT seeks an experienced Tax Associate/Tax Advisor to deliver strategic tax planning and advisory services. The role focuses on working with individuals, business owners, and entrepreneurs to drive informed financial decisions year-round.

This is not traditional tax preparation. You will be a trusted advisor, guiding clients on planning opportunities, navigating complex tax matters, and expanding leadership responsibilities within a growing practice with strong