Senior Tax Advisor: Growth, Planning & Client Leadership

Wertz & Associates; Westlake (OH); Hybrid; USD 70,000 - 90,000; Full time

Benefits offered by this job

Hybrid work schedule

CPA reimbursement program

401(k) with company contribution

Annual performance bonus opportunities

Paid holidays

Generous paid time off

Continuing education support

Leadership training and mentorship

Professional denim dress code

Long-term advancement opportunities

Job summary

Wertz & Associates in Westlake, Ohio, is seeking a Tax Senior Associate to join its growing tax team. The role offers hybrid work, exposure to tax planning, client services, leadership development, and meaningful client engagements.

You will work with managers and partners on individual, partnership, corporate, and trust matters, building trusted advisor relationships while advancing toward Tax Supervisor/Manager.

Qualifications

• Bachelor's degree in Accounting, Finance, or related field.
• 2–4 years of public accounting experience (internship considered).
• Strong tax preparation experience.
• Excellent written and verbal communication skills.
• Strong organizational and time management abilities.
• Proficiency in Microsoft Office applications.

Responsibilities

• Prepare and review tax returns for individuals, partnerships, corporations, and S-Corporations.
• Analyze financial information and supporting documentation.
• Ensure compliance with federal, state, and local tax regulations.
• Develop a strong understanding of tax laws and compliance requirements.
• Conduct tax research and technical analysis.
• Assist with tax planning projects and advisory engagements.
• Research complex tax issues and communicate findings effectively.
• Help identify opportunities to reduce client tax liabilities and improve tax efficiency.
• Assist in developing and maintaining client relationships.
• Communicate professionally with clients regarding tax matters.
• Support year-round advisory and planning initiatives.
• Deliver exceptional responsiveness and client service.
• Supervise and mentor junior tax associates.
• Review work and provide constructive feedback.
• Lead selected projects and engagement assignments.
• Build the leadership skills necessary for future advancement.

Skills

Strong tax preparation experience

Excellent written and verbal comms

Strong organizational and time mgmt

Proficiency in Microsoft Office

Education

Bachelor's Degree in Accounting, Finance, or related field

Job description

Wertz & Associates in Westlake, Ohio, is seeking a Tax Senior Associate to join its growing tax team. The role offers hybrid work, exposure to tax planning, client services, leadership development, and meaningful client engagements.

You will work with managers and partners on individual, partnership, corporate, and trust matters, building trusted advisor relationships while advancing toward Tax Supervisor/Manager.