Senior Tax Associate

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

Tax Senior Associate

Tax Advisory | Career Growth | Client Relationships | Hybrid Flexibility

Compensation: $70,000–$90,000 Base + Performance Bonus + CPA Support

Location: Westlake, Ohio (Hybrid)

Our client, a highly respected and growing public accounting and advisory firm, is seeking a motivated Tax Senior Associate to join its expanding tax team in Westlake.

This is an outstanding opportunity for a public accounting professional looking to accelerate their career beyond tax preparation and gain meaningful exposure to tax planning, client advisory services, leadership development, and sophisticated tax engagements.

For more than 35 years, the firm has built its reputation by combining exceptional client service with a strong commitment to employee development. Professionals enjoy direct access to firm leadership, meaningful client interaction, structured mentorship, and a collaborative culture that promotes both professional and personal growth.

If you're looking for a firm where you can continue developing your technical expertise while building the skills needed to advance into leadership roles, we'd welcome a confidential conversation.

Why This Opportunity Stands Out

• $70,000–$90,000 base salary
• Annual performance bonus opportunity
• Hybrid work schedule
• CPA reimbursement program
• Strong mentorship and career development
• Clear path toward Tax Supervisor and Tax Manager
• Exposure to tax planning and advisory engagements
• Significant client interaction
• Collaborative, family-oriented culture
• Direct access to firm leadership
• Fast-growing regional CPA and advisory firm

Exceptional candidates with advanced tax experience, CPA credentials, estate and trust exposure, or strong leadership abilities may be considered above the posted compensation range.

About the Firm

For more than three decades, our client has provided tax, accounting, advisory, and consulting services to businesses and individuals throughout Northeast Ohio.

The firm serves a broad client base including:

• Closely Held Businesses
• Family-Owned Companies
• Professional Service Firms
• Real Estate Owners & Investors
• Manufacturing Companies
• Entrepreneurs
• High-Net-Worth Individuals
• Estates, Trusts, and Family Wealth Groups

The firm prides itself on helping professionals become trusted advisors rather than simply tax preparers.

The Opportunity

As a Tax Senior Associate, you'll work closely with managers, directors, and partners while helping clients navigate increasingly complex tax matters and planning opportunities.

You'll gain hands-on experience in:

• Individual Taxation
• Partnerships & S-Corporations
• Corporate Taxation
• Tax Planning & Advisory Services
• Estate & Trust Taxation
• Client Relationship Management
• Staff Mentorship & Leadership Development
• Multi-State Tax Matters

This role is designed for professionals who want continued growth, increased responsibility, and a long-term future in public accounting.

Key Responsibilities

Tax Compliance & Preparation

• Prepare and review individual, partnership, corporate, and S-Corporation tax returns
• 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

Tax Research & Planning

• 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

Client Service & Advisory

• 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

Leadership Development

• 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

Qualifications

Required

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

Who Thrives Here?

The ideal candidate:

• Wants to continue building a long-term public accounting career
• Enjoys developing client relationships
• Is motivated to earn or complete their CPA
• Likes solving tax issues and learning new concepts
• Wants mentorship and career progression
• Enjoys working in a collaborative team environment
• Values both professional development and work-life balance

Benefits

• Competitive compensation package
• Annual performance bonus opportunities
• Hybrid work schedule
• CPA reimbursement program
• 401(k) with company contribution
• Paid holidays
• Generous paid time off
• Continuing education support
• Professional development opportunities
• Leadership training and mentorship
• Professional denim dress code
• Long-term advancement opportunities

What Makes This Firm Different?

Many firms offer growth opportunities.

This firm actively invests in them.

Employees are given direct exposure to leadership, meaningful client interaction, structured mentorship, and opportunities to develop both technical and leadership skills early in their careers. Professionals are encouraged to take ownership of their development while receiving the support and guidance necessary to achieve long-term success.

The combination of challenging work, a collaborative culture, and genuine investment in employee growth has helped make this one of Northeast Ohio's most respected public accounting firms.

About Our Client

Our client is a well-established public accounting and advisory firm that has spent more than 35 years helping businesses, entrepreneurs, and families achieve their financial goals. Through a commitment to exceptional client service, continuous improvement, and employee development, the firm continues to experience strong growth while maintaining the close-knit culture that has defined its success.

Professionals enjoy the opportunity to work on sophisticated tax engagements, develop trusted client relationships, and build rewarding long-term careers within a supportive and forward-thinking organization.

If you're a Tax Associate ready to take the next step or a current Tax Senior seeking greater exposure, leadership development, and career growth, we'd love to speak with you confidentially.