Tax Associate/Tax Advisor EA/CPA

Wertz & Associates; Layton (UT); Hybrid; USD 70,000 - 120,000; Full time

Benefits offered by this job

Hybrid work

Competitive pay

Performance incentives

Paid time off

Retirement options

Education support

Leadership growth

Job summary

Wertz & Associates in Layton, UT seeks an experienced Tax Associate/Tax Advisor to deliver strategic tax planning and advisory services. The role focuses on working with individuals, business owners, and entrepreneurs to drive informed financial decisions year-round.

This is not traditional tax preparation. You will be a trusted advisor, guiding clients on planning opportunities, navigating complex tax matters, and expanding leadership responsibilities within a growing practice with strong

Qualifications

• Active CPA or Enrolled Agent credential.
• Public accounting or professional tax experience.
• Strong knowledge of individual taxation.
• Experience with business returns, including partnerships and S corporations.
• Excellent written and verbal communication skills.

Responsibilities

• Meet directly with individual and business clients.
• Develop proactive tax-saving strategies.
• Prepare and review tax projections.
• Identify opportunities to improve tax efficiency.
• Assist clients with year-round planning initiatives.
• Maintain high technical and quality standards.

Skills

CPA or EA credential

Tax planning

Client advisory

Communication skills

Education

CPA or EA credential

Job description

Tax Associate/TaxAdvisor

Tax Planning | Client Advisory | Leadership Growth | Build Something Meaningful

Compensation: $70,000–$120,000+ Base + Performance Incentives + Career Advancement Opportunities

Location: Layton, UT, USA
Schedule: Flexible Hybrid

Our client is seeking an experienced CPA or Enrolled Agent (EA) to join a growing tax and advisory practice focused on helping individuals, business owners, and entrepreneurs make informed financial decisions year-round.

This is not a traditional tax preparation position.

Instead, you'll serve as a trusted advisor, helping clients navigate complex tax matters, identify planning opportunities, solve problems proactively, and make strategic decisions that positively impact their businesses and financial futures.

The firm has built a strong support structure that enables tax professionals to focus on advisory work, tax planning, consulting, and client relationships rather than spending excessive time on administrative tasks.

If you're looking for an opportunity to leverage your tax expertise while building meaningful client relationships and expanding your leadership responsibilities, we'd welcome a confidential conversation.

Why This Opportunity Stands Out

• $70,000–$120,000+ base compensation
• Performance-based incentive opportunities
• Flexible and hybrid work arrangements
• Strong bookkeeping and administrative support
• Direct client advisory responsibilities
• Opportunity to work closely with business owners and successful individuals
• Professional development and continuing education support
• Retirement plan options
• Paid time off and holidays
• Clear path toward leadership and practice growth
• Potential long-term ownership opportunities for top performers
• Senior Tax Advisor -> Tax Manager -> Director of Tax Firm Leadership

Exceptional candidates with advanced tax planning expertise, significant review experience, or demonstrated leadership capabilities may be eligible for compensation beyond the posted range.

About the Opportunity

This role is ideal for a tax professional who enjoys working directly with clients and wants to play a larger role in helping them achieve their goals.

You'll have the opportunity to provide guidance on:

• Individual Tax Planning
• Business Tax Strategy
• S-Corporation Taxation
• Partnership Taxation
• Tax Projections & Forecasting
• IRS & State Notice Resolution
• Entity Structure Planning
• Business Advisory Services
• Financial Decision-Making Support

This position offers a balance of technical tax work, client interaction, and leadership development.

Key Responsibilities

Tax Planning & Consulting

• Meet directly with individual and business clients
• Develop proactive tax-saving strategies
• Prepare and review tax projections
• Identify opportunities to improve tax efficiency
• Assist clients with year-round planning initiatives

Tax Compliance & Review

• Prepare and review complex individual and business tax returns
• Review supporting documentation and workpapers
• Ensure compliance with federal and state tax regulations
• Research complex tax issues and develop practical solutions
• Maintain high technical and quality standards

Client Relationship Management

• Build trusted, long-term relationships with clients
• Explain tax concepts and strategies in a clear, understandable manner
• Serve as a primary resource for tax-related questions
• Provide proactive communication throughout the year
• Deliver exceptional service and responsiveness

Problem Resolution

• Respond to IRS and state tax notices
• Assist with tax controversy and compliance matters
• Collaborate with bookkeeping and accounting teams
• Resolve reporting issues and identify corrective actions
• Help clients address complex tax situations effectively

Leadership & Practice Development

• Mentor and support developing tax professionals
• Review work and provide coaching and feedback
• Assist with process improvements and workflow enhancements
• Contribute ideas that improve client service and operational efficiency
• Support continued growth of the tax practice

Qualifications

Required

• Active CPA or Enrolled Agent (EA) credential
• Public accounting or professional tax experience
• Strong knowledge of individual taxation
• Experience with business returns, including partnerships and S corporations
• Excellent written and verbal communication skills
• Strong analytical and problem-solving abilities

Preferred

• Experience leading client meetings
• Tax review experience
• Strategic tax planning experience
• IRS representation or notice resolution experience
• Staff mentoring or supervisory experience
• Interest in business consulting and advisory work

Who Thrives Here?

The ideal candidate:

• Enjoys helping clients solve problems
• Wants to move beyond basic tax preparation
• Values long-term client relationships
• Communicates effectively with business owners
• Enjoys mentoring and developing others
• Takes a proactive and consultative approach
• Wants long-term career growth and increasing responsibility

Benefits

• Competitive compensation package
• Performance-based incentives
• Flexible work arrangements
• Hybrid scheduling options
• Paid time off and holidays
• Retirement planning options
• Continuing education support
• Professional development opportunities
• Strong administrative and operational support
• Leadership advancement opportunities
• Long-term growth potential

What Makes This Opportunity Different?

Many tax professionals spend their careers focused almost entirely on compliance work.

This opportunity offers the chance to become a true advisor.

You'll spend time helping clients make important decisions, identifying planning opportunities, reviewing complex work, and delivering meaningful tax strategies rather than being consumed by administrative responsibilities or seasonal compliance demands.

The firm's support structure allows professionals to focus on what they do best: advising clients, solving problems, and creating value.

About Our Client

Our client is a growing tax and advisory firm committed to delivering personalized service and practical solutions to individuals and businesses. Through a combination of technical expertise, strong client relationships, and an employee-focused culture, the firm has built an environment where professionals can continue developing their skills while maintaining balance and enjoying meaningful work.

Team members benefit from leadership accessibility, ongoing professional development, strong support resources, and the opportunity to play a significant role in the future growth of the organization.

If you're a CPA or EA seeking greater client interaction, advisory-focused work, leadership opportunities, and a long‑term career path, we'd love to speak with you confidentially.