Tax Professional / Wealth Management Professional

Wertz & Associates; Salem (OR); Hybrid; USD 90,000 - 150,000; Full time

Benefits offered by this job

Competitive compensation

Career advancement opportunities

Professional development support

Collaborative team culture

Strong client relationships

Long-term stability

Job summary

Wertz & Associates in Salem, Oregon, is seeking a Tax Professional / Wealth Management Professional to join its growing team.

You will integrate tax planning with wealth management, retirement planning, and investment strategies to deliver comprehensive guidance to individuals and business clients throughout the year.

Qualifications

• Experience in tax planning and wealth management across individuals and businesses.
• Ability to build long-term client relationships and provide year-round guidance.
• Collaborative approach with a focus on trusted advisory relationships.

Responsibilities

• Prepare and review tax planning and compliance tasks for clients.
• Provide client advisory services and participate in financial planning discussions.
• Support wealth management initiatives and retirement/investment planning.

Skills

Tax planning

Wealth management

Client advisory

CPA

Education

CPA

Enrolled Agent (EA)

CFP

Job description

Now Hiring: Tax Professional / Wealth Management Professional

Tax Planning | Financial Planning | Long-Term Client Relationships | Career Growth

Location: Salem, Oregon
Schedule: In-Office / Hybrid Flexibility Available

Our client, a well-established and growing tax and wealth management firm in Salem, is seeking talented professionals to join its team.

This is not a traditional public accounting environment.

The firm has built its reputation by helping clients integrate tax planning, wealth management, retirement planning, investment strategies, and long-term financial planning into one coordinated approach. Professionals have the unique opportunity to work closely with clients throughout the year and become trusted advisors who impact important financial decisions.

Why This Opportunity Stands Out

• Established and respected firm with a strong reputation in the Salem market
• Unique integration of tax and wealth management services
• Opportunity to build long-term client relationships
• Collaborative and supportive team environment
• Direct access to leadership and mentoring
• Diverse client base including business owners, professionals, retirees, and high-net-worth individuals
• Long-term career growth opportunities
• Stable, relationship-focused practice
• Opportunity to serve as a true advisor rather than simply a preparer

About the Firm

Our client believes financial success is achieved through a coordinated approach that integrates tax planning, wealth management, retirement planning, investment management, and financial guidance.

Clients benefit from having a trusted team that works together to help them:

• Reduce tax liabilities
• Build and preserve wealth
• Plan for retirement
• Protect assets
• Navigate major life and business decisions
• Achieve long-term financial goals

The firm's client-first philosophy has led to long-standing relationships and continued growth throughout the region.

What You'll Do

Depending on your experience and background, responsibilities may include:

Tax Planning & Compliance

• Prepare and review tax returns
• Identify proactive tax-saving strategies
• Assist clients with tax planning and projections
• Research complex tax matters
• Help clients navigate tax law changes

Client Advisory Services

• Build and maintain strong client relationships
• Participate in financial planning discussions
• Assist clients with business and personal financial decisions
• Collaborate with wealth management professionals
• Provide year-round guidance and support

Wealth Management Support

• Participate in retirement planning conversations
• Assist with investment and financial planning initiatives
• Help clients develop long-term wealth strategies
• Coordinate planning efforts across multiple service areas

Qualifications

We're interested in speaking with professionals who may have backgrounds such as:

• Tax Accountant
• Tax Senior
• Tax Manager
• CPA
• Enrolled Agent (EA)
• Financial Planner
• Wealth Advisor
• Public Accounting Professional
• Client Advisory Services (CAS) Professional

Ideal candidates enjoy working directly with clients, building long-term relationships, and serving as trusted advisors.

Who Thrives Here?

The ideal professional:

• Enjoys helping people achieve financial goals
• Wants meaningful client interaction
• Appreciates a collaborative work environment
• Values long-term relationships over transactional work
• Enjoys continuous learning and professional growth
• Wants to make a direct impact on clients' financial success

Benefits

• Competitive compensation
• Career advancement opportunities
• Professional development support
• Collaborative team culture
• Strong client relationships
• Long-term stability and growth potential

What Makes This Opportunity Different?

Many firms focus on isolated services.

This opportunity provides exposure to both tax and wealth management, allowing professionals to take a holistic approach to helping clients make informed financial decisions. You'll work with a team that values relationships, planning, service, and long-term success.