Tax Senior

Wertz & Associates; Surprise (AZ); Hybrid; USD 82,000 - 105,000; Full time

Benefits offered by this job

Health insurance

401(k) retirement plan

Paid time off and holidays

Life insurance

CPA CE support

Professional development opportunities

Strong advancement potential

Flexible hybrid scheduling

Job summary

Wertz & Associates is seeking an experienced Tax Senior in Surprise, AZ for a flexible hybrid role. You will help clients navigate complex tax compliance, provide planning opportunities, and support advisory services in a growing public accounting firm.

Join a team focused on mentorship, professional development, and long-term career advancement, with exposure to diverse clients and industries.

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.
• Ability to work independently and collaboratively within a team.

Responsibilities

• 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 special projects.

Skills

Tax experience

Tax preparation

Communication skills

Time management

Education

Bachelor's Degree in Accounting or related field

Job description

Tax Senior

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

Compensation: $82,000–$105,000 Base + Performance Bonus + Career Advancement Opportunities

Location: Surprise, Arizona
Schedule: Flexible Hybrid

Our client, a respected and growing CPA and advisory firm, is seeking an experienced Tax Senior to join its Surprise 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, closely held companies, and individuals while expanding your technical expertise, strengthening client relationships, and building the skills necessary for future advancement within public accounting.

As a Tax Senior, you'll play an important role in helping clients navigate tax compliance requirements, identify planning opportunities, and make informed financial decisions throughout the year.

If you're seeking a public accounting opportunity that combines technical tax work, client interaction, professional development, and long-term career growth, we'd welcome a confidential conversation.

Why This Opportunity Stands Out

• $82,000–$105,000 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 leadership teams
• 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 technical tax expertise, review experience, or significant 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 a variety of 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 tax knowledge 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 compliance work, 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 special projects

Tax Research & Planning

• Research tax laws and technical tax matters
• 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 tax return preparation and seasonal compliance work.

This opportunity provides broader exposure to tax planning, consulting, client advisory services, and business problem-solving. You'll work alongside experienced professionals, strengthen client relationships, and gain valuable experience that prepares you for future leadership opportunities within the firm.

The combination of mentorship, technical development, and career progression makes this an exceptional opportunity for an ambitious tax professional looking to continue advancing their public accounting career.

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.

If you're a Tax Senior seeking greater client exposure, technical development, and a clear path toward leadership within public accounting, we'd love to speak with you confidentially.