Senior Tax Associate

Wertz & Associates; Davenport (IA); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Health coverage

Dental coverage

Vision coverage

401(k) match

Generous PTO

Paid holidays

Flexible work environment

Summer Fridays

Growth opportunities

Team culture

Job summary

Wertz & Associates in Davenport, IA is seeking a Senior Tax Associate to prepare and review tax returns for a diverse client base. You will assist with tax planning and compliance, conduct tax research, and ensure timely, accurate engagements while collaborating with teammates and communicating with clients.

The role requires a Bachelor's in Accounting and 2–5+ years of public accounting tax experience, with CPA or pursuing CPA a plus.

Qualifications

• Bachelor's degree in Accounting required.
• 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.

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

Tax prep

Tax planning

Tax research

Client 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.