Senior Tax Advisor | ESOP Ownership & Growth

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

Benefits offered by this job

ESOP

Hybrid work

Work-from-home opportunities

Job summary

Wertz & Associates, an award-winning employee-owned CPA and advisory firm, seeks a Senior Tax Accountant to join its growing tax and advisory practice. You’ll work directly with business owners and privately held companies, expanding your technical tax skills while developing advisory capabilities and leadership experience.

The role offers ownership in the firm through ESOP, flexible hybrid/on-site scheduling, and a clear path toward advisory responsibilities and long-term career growth.

Qualifications

• Bachelor's degree in accounting or related field.
• 2–4 years of public accounting tax experience.
• Experience preparing business tax returns.
• CPA or EA license, or active progress toward certification.
• Strong organizational and time-management skills.

Responsibilities

• 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.
• Mentor staff accountants and contribute to training.
• Collaborate with managers and partners on advisory initiatives.

Skills

Tax Compliance

Tax Planning

Client Advisory

Leadership Mentorship

Education

Bachelor's Degree in Accounting

CPA or EA certification in progress

Job description

Wertz & Associates, an award-winning employee-owned CPA and advisory firm, seeks a Senior Tax Accountant to join its growing tax and advisory practice. You’ll work directly with business owners and privately held companies, expanding your technical tax skills while developing advisory capabilities and leadership experience.

The role offers ownership in the firm through ESOP, flexible hybrid/on-site scheduling, and a clear path toward advisory responsibilities and long-term career growth.