Tax Senior

Wertz & Associates; Scottsdale (AZ); Hybrid; USD 85,000 - 110,000; Full time

Benefits offered by this job

Health insurance

401(k) retirement plan

Paid time off and holidays

CPA and continuing education support

Flexible hybrid scheduling

Job summary

Wertz & Associates in Scottsdale, AZ is seeking a Tax Senior to join our growing CPA and advisory practice. This role emphasizes more than tax prep; you’ll work directly with entrepreneurs, real estate investors, and business owners to identify planning opportunities and advise on tax strategies.

You’ll develop technical tax knowledge while strengthening client relationships and advancing toward supervision and management roles, with mentoring and CPA support throughout.

Qualifications

• Bachelor's Degree in Accounting or related field.
• 3+ years of public accounting tax experience.
• Experience preparing individual and business tax returns.
• Strong understanding of federal and state tax regulations.
• Excellent written and verbal communication skills.
• Strong organizational and time management abilities.

Responsibilities

• Tax Preparation & Compliance: Prepare individual, partnership, corporate, and S‑corporation tax returns.
• Tax Preparation & Compliance: Review client financial information and supporting documentation.
• Tax Preparation & Compliance: Ensure compliance with federal and state tax regulations.
• Tax Preparation & Compliance: Maintain high standards of quality and accuracy.
• Tax Preparation & Compliance: Assist with complex tax engagements and projects.
• Tax Research & Planning: Research tax laws and technical issues.
• Tax Research & Planning: Assist with tax planning strategies and projections.
• Tax Research & Planning: Identify tax-saving opportunities and efficiencies.
• Tax Research & Planning: Support consulting and advisory engagements.
• Tax Research & Planning: Stay current on changing tax laws and regulations.
• Client Service: Develop and maintain strong client relationships.
• Client Service: Communicate directly with clients regarding tax matters.
• Client Service: Assist clients with information requests and reporting needs.
• Client Service: Help resolve tax-related questions and concerns.
• Client Service: Deliver exceptional client service and responsiveness.
• IRS & Regulatory Support: Assist with IRS and state tax notice responses.
• IRS & Regulatory Support: Support the resolution of tax-related inquiries.
• IRS & Regulatory Support: Prepare supporting documentation and responses.
• IRS & Regulatory Support: Help clients navigate regulatory requirements.
• IRS & Regulatory Support: Ensure compliance with professional standards.
• Professional Development: Continue expanding technical tax knowledge.
• Professional Development: Participate in continuing education opportunities.
• Professional Development: Work toward CPA certification if not already licensed.
• Professional Development: Learn firm processes and best practices.
• Professional Development: Develop leadership skills for future advancement opportunities.

Skills

Communication skills

Time management

Team collaboration

Education

Bachelor's Degree in Accounting

Job description

Tax Preparation | Client Service | Professional Growth | Public Accounting Career

Compensation: $85,000–$110,000 Base + Performance Bonus + Career Advancement Opportunities

Location: Scottsdale, Arizona
Schedule: Flexible Hybrid

Our client, a respected and growing CPA and advisory firm, is seeking an experienced Tax Senior to join its Scottsdale office.

This is more than a traditional tax preparation role.

It's an opportunity to work closely with entrepreneurs, business owners, real estate investors, healthcare professionals, high-net-worth individuals, and closely held companies while expanding your technical expertise, strengthening client relationships, and building the skills necessary for future advancement into supervisory and management-level roles.

As a Tax Senior, you'll play a key role in helping clients remain compliant, identify planning opportunities, and make informed financial decisions that support their long‑term success.

Why This Opportunity Stands Out

• $85,000–$110,000 base salary
• Performance‑based bonus opportunities
• Flexible hybrid work environment
• Established and respected public accounting firm
• Diverse client portfolio across multiple industries
• Direct interaction with business owners and decision‑makers
• Strong mentorship and professional development support
• CPA support and career advancement opportunities
• Exposure to tax planning and consulting projects
• Collaborative and team‑oriented culture
• Clear path toward Tax Supervisor and Tax Manager opportunities

Exceptional candidates with CPA certification, advanced tax planning experience, strong technical research abilities, or client‑facing experience may be considered above the posted compensation range.

About the Firm

Our client is a full‑service public accounting and advisory firm serving businesses, organizations, and individuals across multiple industries.

Services include:

• Tax Planning & Compliance
• Business Advisory Services
• Accounting Services
• Audit & Assurance
• Consulting Solutions
• Financial Planning Support

The firm is committed to delivering personalized service while helping professionals build rewarding and successful long‑term careers.

The Opportunity

As a Tax Senior, you'll work closely with clients and firm leadership while continuing to develop your technical expertise and advisory capabilities.

You'll gain experience with:

• Individual Tax Returns
• Partnership Taxation
• S-Corporation Taxation
• Corporate Taxation
• Multi-State Tax Matters
• Tax Research & Consulting
• IRS & State Tax Matters
• Tax Planning Initiatives
• Client Advisory Services

This role offers an excellent balance of tax compliance, planning, technical research, and client interaction.

Key Responsibilities

Tax Preparation & Compliance

• Prepare individual, partnership, corporate, and S‑corporation tax returns
• Review client financial information and supporting documentation
• Ensure compliance with federal and state tax regulations
• Maintain high standards of quality and accuracy
• Assist with complex tax engagements and projects

Tax Research & Planning

• Research tax laws and technical issues
• Assist with tax planning strategies and projections
• Identify tax‑saving opportunities and efficiencies
• Support consulting and advisory engagements
• Stay current on changing tax laws and regulations

Client Service

• Develop and maintain strong client relationships
• Communicate directly with clients regarding tax matters
• Assist clients with information requests and reporting needs
• Help resolve tax‑related questions and concerns
• Deliver exceptional client service and responsiveness

IRS & Regulatory Support

• Assist with IRS and state tax notice responses
• Support the resolution of tax‑related inquiries
• Prepare supporting documentation and responses
• Help clients navigate regulatory requirements
• Ensure compliance with professional standards

Professional Development

• Continue expanding technical tax knowledge
• Participate in continuing education opportunities
• Work toward CPA certification if not already licensed
• Learn firm processes and best practices
• Develop leadership skills for future advancement opportunities

Qualifications

Required

• Bachelor's Degree in Accounting or related field
• 3+ years of public accounting tax experience
• Experience preparing individual and business tax returns
• Strong understanding of federal and state tax regulations
• Excellent written and verbal communication skills
• Strong organizational and time management abilities
• Ability to work independently and collaboratively within a team

Who Thrives Here?

The ideal candidate:

• Enjoys helping clients solve problems
• Wants to deepen technical tax expertise
• Values professional development and advancement
• Enjoys building client relationships
• Takes pride in producing high‑quality work
• Is proactive, organized, and detail‑oriented
• Wants a long‑term career in public accounting

Benefits

• Competitive compensation package
• Performance‑based bonus opportunities
• Flexible hybrid scheduling
• Health insurance
• 401(k) retirement plan
• Paid time off and holidays
• Life insurance
• CPA and continuing education support
• Professional development opportunities
• Strong advancement potential

What Makes This Opportunity Different?

Many Tax Senior positions focus primarily on compliance and tax return preparation.

This opportunity provides meaningful exposure to planning, consulting, client advisory services, and business problem‑solving. You'll work alongside experienced professionals, strengthen client relationships, and develop the skills necessary to advance into future leadership roles.

The combination of mentorship, technical growth, and career progression makes this an outstanding opportunity for an ambitious tax professional who wants to build a long‑term career in public accounting.

About Our Client

Our client is a respected CPA and advisory firm known for technical excellence, trusted client relationships, and a commitment to employee development. Through strong leadership, collaborative culture, and exceptional client service, the firm provides professionals with the resources and support necessary to build rewarding long‑term careers.