Senior Tax Associate - Lead Client Engagements (Flexible)

Wertz & Associates; Buckhannon (WV); On-site; USD 70,000 - 95,000; Full time

Benefits offered by this job

Flexible Work Environment

Performance bonus opportunities

Flexible scheduling

Job summary

Wertz & Associates in Buckhannon, WV is seeking a Senior Associate, Tax Services to lead client tax engagements from planning through completion. You will mentor staff and advise on tax strategy while delivering exceptional client service in a collaborative firm.

The role blends tax planning, client interaction, leadership development, and flexible work arrangements with growth opportunities across individual, partnership, corporate, and trust taxation.

Qualifications

• Bachelor's Degree in Accounting
• 3+ years of public accounting tax experience
• Experience preparing and reviewing tax returns
• Strong analytical and problem-solving abilities
• Excellent oral and written communication skills
• Strong organizational and project management skills
• Ability to manage multiple priorities and deadlines
• Commitment to delivering exceptional client service
• CPA license or active CPA candidate
• Experience reviewing business and trust returns
• Previous experience mentoring staff
• Strong technical tax knowledge

Responsibilities

• Lead tax engagements from planning through completion
• Prepare and review individual, business, and trust tax returns
• Research and resolve complex tax matters
• Ensure compliance with federal, state, and local tax regulations
• Maintain high standards of technical accuracy and quality
• Build and maintain strong client relationships
• Develop understanding of client businesses and tax needs
• Communicate tax planning opportunities and recommendations
• Provide coaching and development support to staff
• Foster collaboration and engagement success
• Supervise, train, and mentor staff
• Review work performed by engagement team members
• Draft responses to tax authority inquiries
• Stay current on tax law developments and regulatory changes
• Support clients with proactive tax-saving strategies

Skills

Analytical skills

Communication skills

Organization

Project management

Multitasking

Client service

Education

Bachelor's Degree in Accounting

CPA license or active CPA candidate

Job description

Wertz & Associates in Buckhannon, WV is seeking a Senior Associate, Tax Services to lead client tax engagements from planning through completion. You will mentor staff and advise on tax strategy while delivering exceptional client service in a collaborative firm.

The role blends tax planning, client interaction, leadership development, and flexible work arrangements with growth opportunities across individual, partnership, corporate, and trust taxation.