Senior Tax Associate

Wertz & Associates; Dublin (OH); Hybrid; USD 80,000 - 105,000; Full time

Benefits offered by this job

Four weeks PTO

Twelve paid holidays

Work-from-anywhere flexibility

Medical, dental, and vision insurance

401(k) retirement plan

Life insurance

Disability insurance

Wellness programs

Job summary

Wertz & Associates in Dublin, Ohio is seeking a Senior Tax Associate to join our growing tax practice. This role blends compliance work with proactive planning and client advisory opportunities.

You will work with business owners and executives, mentor junior staff, and advance toward Tax Supervisor and Manager roles in a flexible, people-first culture. The position offers a base salary of $80,000–$105,000 with a performance bonus, CPA support, and a hybrid work environment that supports

Qualifications

• Bachelor's Degree in Accounting or related field.
• Eligible to sit for the CPA Exam.
• 3–5+ years of public accounting tax experience.
• Experience preparing and reviewing business and individual tax returns.
• Strong analytical and problem-solving abilities.
• Excellent verbal and written communication skills.
• Ability to work effectively in a team environment.

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 supporting workpapers.
• Ensure compliance with applicable tax regulations and filing requirements.
• Manage engagement timelines and project deadlines.
• Assist engagement leaders with proactive tax planning strategies.
• Identify tax-saving opportunities and areas of potential risk.
• Support tax projections, estimated payments, and planning engagements.
• Research tax matters and communicate findings effectively.
• Help clients navigate changing tax regulations and compliance requirements.
• Build and maintain strong client relationships.
• Communicate findings, recommendations, and planning opportunities.
• Respond to client inquiries and assist with notices or compliance matters.
• Deliver exceptional client service and responsiveness.
• Support year-round advisory discussions.
• Review work prepared by Associates.
• Provide coaching, mentoring, and technical guidance.
• Assist with staff development and training initiatives.
• Coordinate engagement workflows and project completion.
• Help develop future leaders within the tax practice.

Skills

Tax analysis

Client communication

Mentoring

Team collaboration

Education

Bachelor's in Accounting

CPA Exam eligible

Job description

Senior Tax Associate

Tax Advisory | Career Growth | Hybrid Flexibility | People-First Culture

Compensation: $80,000–$105,000 Base + Performance Bonus + CPA Support

Location: Dublin, Ohio (Hybrid)

Our client, a nationally recognized Top 100 business advisory and accounting firm, is seeking a talented Senior Tax Associate to join its growing Dublin office.

This is more than a traditional tax compliance opportunity.

It's an opportunity to work closely with business owners, executives, entrepreneurs, and high-net-worth individuals while developing advanced tax planning expertise, mentoring junior professionals, and building a long-term career within a firm known for its people-first culture and commitment to professional development.

With more than 400 professionals and multiple offices throughout Ohio and Florida, the firm has earned a reputation for combining sophisticated client service with a culture that prioritizes flexibility, work-life balance, and employee growth.

If you're looking to take the next step in your public accounting career while gaining greater exposure to advisory services, client interaction, and leadership opportunities, we'd welcome a confidential conversation.

Why This Opportunity Stands Out

• $80,000–$105,000 base salary
• Annual performance bonus opportunity
• Hybrid work environment
• Work-from-anywhere flexibility
• Four weeks PTO
• Twelve paid holidays annually
• Strong mentorship and career development programs
• Exposure to sophisticated tax planning engagements
• Clear path toward Tax Supervisor and Tax Manager
• Top 100 accounting and advisory firm platform
• Collaborative and people-focused culture

Exceptional candidates with advanced tax planning expertise, CPA licensure, or experience reviewing complex business returns may be considered above the posted compensation range.

About the Firm

Our client is a nationally recognized business advisory and accounting firm providing services across:

• Tax Planning & Compliance
• Business Advisory Services
• Accounting Services
• Consulting Services
• Wealth & Succession Planning
• Client Advisory Services

The firm has built its reputation around a "People First" culture that prioritizes employee well-being, professional growth, and long-term career success.

Professionals enjoy access to diverse clients, strong mentorship, ongoing training, and advancement opportunities within a collaborative environment.

The Opportunity

As a Senior Tax Associate, you'll play a key role in supporting both tax compliance and planning initiatives while working closely with clients and engagement leaders.

You'll gain valuable experience in:

• Individual Taxation
• Corporate Taxation
• Partnership & S-Corporation Taxation
• Tax Planning & Advisory Services
• Tax Research & Analysis
• Client Relationship Management
• Leadership & Mentorship
• Multi-State Tax Compliance

This position offers the perfect blend of technical tax work, client interaction, and leadership development.

Key Responsibilities

Tax Compliance & Preparation

• 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 supporting workpapers
• Ensure compliance with applicable tax regulations and filing requirements
• Manage engagement timelines and project deadlines

Tax Planning & Advisory

• Assist engagement leaders with proactive tax planning strategies
• Identify tax-saving opportunities and areas of potential risk
• Support tax projections, estimated payments, and planning engagements
• Research tax matters and communicate findings effectively
• Help clients navigate changing tax regulations and compliance requirements

Client Service & Relationship Management

• Build and maintain strong client relationships
• Communicate findings, recommendations, and planning opportunities
• Respond to client inquiries and assist with notices or compliance matters
• Deliver exceptional client service and responsiveness
• Support year-round advisory discussions

Leadership & Team Development

• Review work prepared by Associates
• Provide coaching, mentoring, and technical guidance
• Assist with staff development and training initiatives
• Coordinate engagement workflows and project completion
• Help develop future leaders within the tax practice

Qualifications

Required

• Bachelor's Degree in Accounting or related field
• Eligible to sit for the CPA Exam
• 3–5+ years of public accounting tax experience
• Experience preparing and reviewing business and individual tax returns
• Strong analytical and problem-solving abilities
• Excellent verbal and written communication skills
• Ability to work effectively in a team environment

Who Thrives Here?

The ideal candidate:

• Wants to continue progressing toward Tax Manager and beyond
• Enjoys building strong client relationships
• Has a passion for tax planning and advisory work
• Takes pride in mentoring junior professionals
• Values flexibility and work-life balance
• Enjoys solving complex tax issues
• Seeks long‑term career growth within public accounting

Benefits

• Competitive compensation package
• Performance-based bonus opportunities
• Medical, dental, and vision insurance
• 401(k) retirement plan
• Life insurance coverage
• Short-term and long-term disability insurance
• Four weeks paid time off
• Twelve paid holidays, including floating holidays
• Family leave programs
• Ongoing training and development
• Wellness programs and resources
• Work-from-anywhere flexibility
• Strong career advancement opportunities

What Makes This Opportunity Different?

Many Senior Tax Associate opportunities focus solely on tax return preparation.

This role offers significantly more.

You'll gain exposure to tax planning, client advisory work, staff mentoring, and meaningful business relationships while being supported by a firm that genuinely invests in your personal and professional growth. The firm's people‑first culture allows professionals to build successful careers without sacrificing flexibility and balance.

About Our Client

Our client is a nationally recognized accounting and advisory firm known for delivering high‑quality tax, accounting, and consulting services while maintaining a culture centered on professional development, collaboration, and employee well‑being.

Through continued growth and investment in its people, the firm has established itself as a destination for professionals seeking challenging work, strong leadership support, and long‑term career opportunities.

If you're a Tax Associate ready for the next step or a current Senior Tax Associate seeking greater client exposure, leadership opportunities, and a clear path for advancement, we'd love to speak with you confidentially.