Tax Principal: Real Estate & Construction Leader

Wertz & Associates; Cleveland (OH); Hybrid; USD 180,000 - 250,000; Full time

Benefits offered by this job

Hybrid work flexibility

Comprehensive medical, dental, and视s

Paid time off

Firm retreats and team-building

Job summary

Wertz & Associates, a respected public accounting and advisory firm in Cleveland, OH, seeks a Tax Principal to lead its Real Estate & Construction Tax practice. This leadership role focuses on advisory work, client development, and growth strategy, with hybrid work options.

The ideal candidate brings strong technical tax expertise, proven leadership, and a passion for building relationships with business owners, developers, and high-net-worth families while helping shape the firm’s future growth.

Qualifications

• Active CPA license required.
• Bachelor's Degree in Accounting.
• 10+ years of progressive public accounting tax experience.
• Experience serving real estate, construction, and closely held business clients.
• Leadership, mentorship, and business development abilities.
• Strong communication and relationship-building skills.
• Desire to contribute to firm growth and long-term success.

Responsibilities

• Lead sophisticated tax planning engagements for real estate, construction, and closely held businesses.
• Review complex tax returns and develop proactive strategies.
• Advise on transactions, estate planning, and wealth preservation.
• Mentor and develop managers and staff to build a high-performance team.
• Drive networking and business development to expand client relationships.

Skills

Leadership

Business development

Communication

Tax planning

Education

Bachelor's Degree in Accounting

CPA license

Job description

Wertz & Associates, a respected public accounting and advisory firm in Cleveland, OH, seeks a Tax Principal to lead its Real Estate & Construction Tax practice. This leadership role focuses on advisory work, client development, and growth strategy, with hybrid work options.

The ideal candidate brings strong technical tax expertise, proven leadership, and a passion for building relationships with business owners, developers, and high-net-worth families while helping shape the firm’s future growth.