Senior Tax Advisor — Hybrid, Mentorship & Growth

Wertz & Associates

Dublin (OH)

Hybrid

USD 80,000 - 105,000

Full time

14 days+

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Benefits offered by this job

Four weeks PTO
Twelve holidays
401(k) retirement plan
Health insurance
Work-from-anywhere flexibility
Professional development

Job summary

Wertz & Associates, a nationally recognized accounting and advisory firm, seeks a Senior Tax Associate in Dublin, OH to support both compliance and planning initiatives. You will work closely with business owners and executives, gaining exposure to multi-state taxation, advisory services, and leadership opportunities in a people-first culture.

Hybrid work environment with strong mentorship, growth opportunities, and a path toward Tax Supervisor/Manager.

Qualifications

  • Bachelor's degree in accounting or related field required.
  • CPA exam eligibility required or pursuing CPA.
  • Strong analytical and problem-solving abilities required.
  • Excellent verbal and written communication skills.
  • Ability to work effectively in a team.

Responsibilities

  • Prepare and review federal, state, and local tax returns for business and individual clients.
  • Analyze client financial information and supporting documentation.
  • Identify book-to-tax differences and prepare workpapers.
  • Ensure compliance with tax regulations and filing requirements.
  • Manage engagement timelines and project deadlines.
  • Provide coaching and mentorship to junior staff.

Skills

Analytical thinking
Problem solving
Communication skills
Team player

Education

Bachelor's Degree in Accounting
CPA Eligibility

Job description

Wertz & Associates, a nationally recognized accounting and advisory firm, seeks a Senior Tax Associate in Dublin, OH to support both compliance and planning initiatives. You will work closely with business owners and executives, gaining exposure to multi-state taxation, advisory services, and leadership opportunities in a people-first culture.

Hybrid work environment with strong mentorship, growth opportunities, and a path toward Tax Supervisor/Manager.

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