Senior Tax Associate

Wertz & Associates; Yankton (SD); On-site; USD 80,000 - 100,000; Full time

Benefits offered by this job

Annual bonus

401(k) match

Health insurance

Life insurance

HSA

FSA

Paid holidays

Summer Fridays

Training & CPA support

Job summary

Wertz & Associates in Yankton, SD is seeking a Senior Tax Associate to join its growing tax team. This role focuses on agricultural tax, client advisory, and complex planning opportunities, transitioning from compliance to advisory work.

You will work directly with business owners and growers, handling tax compliance and planning, research, and mentoring junior staff, with opportunities for leadership.

Qualifications

• Bachelor’s degree in Accounting, Business, or related field required.
• Master’s degree or advanced tax coursework preferred.
• CPA license or active progress toward CPA certification strongly preferred.
• 3+ years of public accounting tax experience.
• Strong understanding of federal, state, and local tax concepts.
• Agricultural or agribusiness tax experience is a plus.
• Strong analytical, problem‑solving, and organizational skills.
• Excellent written and verbal communication abilities.
• Ability to manage multiple priorities and deadlines in a fast‑paced environment.

Responsibilities

• Prepare and review individual, partnership, corporate, trust, and other tax returns.
• Analyze client financial information and identify tax planning opportunities.
• Research complex tax issues and develop practical solutions.
• Assist with proactive tax planning strategies designed to maximize client outcomes.
• Stay current on tax law changes and emerging industry trends.
• Communicate directly with clients regarding tax matters, planning opportunities, and compliance requirements.
• Build strong professional relationships through exceptional service and responsiveness.
• Assist clients in understanding tax implications and available planning strategies.
• Work collaboratively with managers and partners to deliver valuable advisory solutions.
• Support and review the work of junior staff and interns.
• Assist with training and mentoring less‑experienced team members.
• Contribute to process improvements and workflow efficiencies.
• Work closely with team members across a variety of client engagements.
• Continue developing advanced technical tax knowledge.
• Participate in training, continuing education, and CPA development opportunities.
• Build skills necessary for future advancement into management and leadership roles.
• Gain exposure to increasingly sophisticated client engagements and planning projects.

Skills

Tax knowledge

Analytical skills

Communication

Client advisory

Education

Bachelor’s degree in Accounting, Business, or related field

Master’s degree or advanced tax coursework

CPA license or active progress toward CPA

Job description

Senior Tax Associate

Agricultural Tax | Client Advisory | Career Growth Opportunity

Compensation: $80,000–$100,000 Base + Annual Bonus Opportunity

Location: Yankton, South Dakota

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

This is an outstanding opportunity for a tax professional looking to move beyond compliance work and become a trusted resource to clients, business owners, agricultural operations, and closely held companies.

You’ll have the opportunity to work directly with clients, tackle increasingly complex tax engagements, develop advanced planning skills, mentor less‑experienced team members, and build a clear path toward future leadership opportunities within the firm.

Why This Opportunity Stands Out

• $80,000–$100,000 base salary
• Annual firm‑wide bonus opportunity
• Direct exposure to partners and firm leadership
• Strong agricultural and agribusiness client base
• Meaningful client interaction and advisory experience
• Diverse and challenging tax engagements
• Clear advancement path toward Manager‑level responsibilities
• Collaborative and relationship‑focused culture
• Ongoing professional development and CPA support
• Excellent benefits and work‑life balance

Exceptional candidates with strong public accounting experience, agricultural tax knowledge, or advanced technical capabilities may be considered above the posted compensation range.

The Opportunity

As a Senior Tax Associate, you'll play an important role in delivering high‑quality tax compliance and advisory services while continuing to grow your technical expertise and client‑facing skills.

You’ll work closely with business owners, agricultural producers, entrepreneurs, families, and individuals, helping them navigate complex tax matters and identify planning opportunities throughout the year.

This role offers valuable experience in:

• Tax Compliance & Planning
• Client Advisory Services
• Agricultural & Agribusiness Taxation
• Tax Research & Complex Problem Solving
• Staff Development & Mentorship
• Career Advancement & Leadership Growth

Key Responsibilities

Tax Compliance & Planning

• Prepare and review individual, partnership, corporate, trust, and other tax returns
• Analyze client financial information and identify tax planning opportunities
• Research complex tax issues and develop practical solutions
• Assist with proactive tax planning strategies designed to maximize client outcomes
• Stay current on tax law changes and emerging industry trends

Client Service & Advisory

• Communicate directly with clients regarding tax matters, planning opportunities, and compliance requirements
• Build strong professional relationships through exceptional service and responsiveness
• Assist clients in understanding tax implications and available planning strategies
• Work collaboratively with managers and partners to deliver valuable advisory solutions

Team Collaboration & Development

• Support and review the work of junior staff and interns
• Assist with training and mentoring less‑experienced team members
• Contribute to process improvements and workflow efficiencies
• Work closely with team members across a variety of client engagements

Professional Growth

• Continue developing advanced technical tax knowledge
• Participate in training, continuing education, and CPA development opportunities
• Build skills necessary for future advancement into management and leadership roles
• Gain exposure to increasingly sophisticated client engagements and planning projects

Qualifications

• Bachelor’s degree in Accounting, Business, or related field required
• Master’s degree or advanced tax coursework preferred
• CPA license or active progress toward CPA certification strongly preferred
• 3+ years of public accounting tax experience
• Strong understanding of federal, state, and local tax concepts
• Agricultural or agribusiness tax experience is a plus
• Strong analytical, problem‑solving, and organizational skills
• Excellent written and verbal communication abilities
• Ability to manage multiple priorities and deadlines in a fast‑paced environment

Who Thrives Here?

The ideal candidate:

• Enjoys solving complex tax challenges
• Wants meaningful client interaction and advisory exposure
• Takes ownership of their work and professional development
• Values continuous learning and technical growth
• Enjoys working in a collaborative team environment
• Has aspirations for future leadership opportunities within public accounting
• Appreciates building long‑term relationships with clients and colleagues

Benefits

• Annual Bonus Program
• 401(k) with generous employer match
• Comprehensive health insurance coverage
• Company‑paid life insurance
• Health Savings Account (HSA)
• Flexible Spending Account (FSA)
• 10 Paid Holidays
• Summer Fridays Program
• Ongoing training and professional development
• CPA support and career advancement opportunities

About Our Client

Our client is a growth‑oriented public accounting and advisory firm known for exceptional client service, technical expertise, and a strong commitment to employee development. The firm serves a diverse base of businesses, agricultural operations, entrepreneurs, families, and individuals, delivering proactive tax and advisory solutions that help clients achieve long‑term success.

As the organization continues to grow, they are seeking professionals who want to expand their technical capabilities, strengthen client relationships, develop leadership skills, and build rewarding long‑term careers within public accounting.