Senior Tax Associate

Wertz & Associates; Davenport (IA); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Health, dental, and vision insurance

401(k) with company match

Generous PTO + paid holidays

Flexible work environment

Summer Fridays

Job summary

Wertz & Associates, a Top 10 Midwest CPA and business advisory firm, is seeking a Senior Tax Associate to join our Davenport team. This full-time role focuses on preparing and reviewing tax returns for a diverse client base while supporting tax planning and compliance across industries.

You will conduct tax research, analyze technical issues, and ensure timely engagement completion, working with a collaborative, people-first culture that promotes professional development and balanced growth.

Qualifications

• Bachelor's degree in Accounting.
• 2–5+ years of public accounting tax experience.
• CPA or pursuing CPA is a plus.

Responsibilities

• Prepare and review tax returns for a diverse client base.
• Assist with tax planning and compliance across various industries.
• Conduct tax research and analyze technical issues.
• Ensure timely and accurate completion of engagements.
• Collaborate with team members and communicate with clients as needed.

Skills

Attention to detail

Analytical skills

Communication

Education

Bachelor's degree in Accounting

Job description

Senior Tax Associate
Location: Davenport, IA
Employment Type: Full-Time

We are partnered with a Top 10 Midwest CPA and business advisory firm that is experiencing strong, consistent growth and is looking to add a Senior Tax Associate to their Davenport team. This firm is known for its collaborative, people-first culture, strong leadership, and commitment to professional development.

What You'll Do

• Prepare and review tax returns for a diverse client base
• Assist with tax planning and compliance across various industries
• Conduct tax research and analyze technical issues
• Ensure timely and accurate completion of engagements
• Collaborate with team members and communicate with clients as needed

What We're Looking For

• Bachelor's degree in Accounting
• 2–5+ years of public accounting tax experience
• Strong attention to detail and analytical skills
• Excellent communication and interpersonal abilities
• CPA or pursuing CPA is a plus

Why This Opportunity

• Competitive compensation
• Comprehensive health, dental, and vision coverage
• 401(k) with company match
• Generous PTO + paid holidays
• Flexible work environment + summer Fridays
• Clear path for growth in a supportive, team-oriented culture

If you're looking for a firm where you can grow your career while maintaining balance and working alongside a highly collaborative team, this is a great opportunity to consider.