Tax Senior Associate

Wertz & Associates; Westlake (OH); Hybrid; USD 75,000 - 95,000; Full time

Benefits offered by this job

Performance-based bonus

Hybrid work schedule

CPA reimbursement

401(k) with company contribution

Paid holidays

Professional development and training

Leadership and mentorship

Casual dress code

Work-life balance initiatives

Clear advancement opportunities

Job summary

Wertz & Associates in Westlake, Ohio, is seeking a Tax Senior Associate to join its growing tax practice. The role blends leadership, client advisory work, and technical tax planning with a hybrid schedule and strong mentorship.

You will engage directly with business owners and high-net-worth clients, expanding expertise in planning, research, and staff development, while contributing to a collaborative firm culture focused on growth.

Qualifications

• Bachelor’s degree in accounting, finance, or related field.
• CPA license or active CPA candidate preferred.
• 2–4 years of public accounting experience.
• Experience with tax preparation, planning, and research.
• Estate, Gift & Trust or international tax experience is a plus.

Responsibilities

• Prepare and review individual, partnership, corporate, and related tax returns.
• Assist clients with proactive tax planning opportunities.
• Conduct technical tax research and apply findings to real-world client situations.
• Supervise and mentor junior tax associates.
• Develop relationships and manage client communications.

Skills

Analytical skills

Communication skills

Organizational skills

Client service orientation

Education

Bachelor's Degree in Accounting/Finance

Tools

QuickBooks

Sage

Job description

Tax Senior Associate

Tax Advisory | Client Relationships | Career Growth | Hybrid Flexibility

Compensation: $75,000–$95,000 Base + Performance Bonus + Career Advancement

Location: Westlake, Ohio (Hybrid)

Our client, a highly respected and rapidly growing public accounting and advisory firm, is seeking a Tax Senior Associate to join its expanding tax practice.

This is more than a tax preparation role.

It's an opportunity to work directly with business owners, entrepreneurs, privately held companies, high-net-worth individuals, and family groups while continuing to build your technical expertise, client advisory skills, and leadership capabilities.

Why This Opportunity Stands Out

• $75,000–$95,000 base salary
• Performance-based bonus opportunity
• Hybrid work flexibility
• Clear advancement path toward Supervisor and Manager roles
• Direct exposure to firm leadership and mentorship
• Diverse client portfolio across multiple industries
• Meaningful client interaction and advisory opportunities
• CPA reimbursement program
• Collaborative, family-oriented culture
• Strong emphasis on professional growth and development

Exceptional candidates with strong public accounting experience, advanced tax planning capabilities, estate and trust expertise, or CPA credentials may be considered above the posted compensation range.

The Opportunity

As a Tax Senior Associate, you'll play a key role in supporting tax engagements while expanding your responsibilities in client service, tax planning, research, and staff development.

You'll work directly with clients and leadership while gaining exposure to increasingly sophisticated tax matters and advisory engagements.

This role offers experience in:

• Tax Planning & Compliance
• Client Advisory Services
• Tax Research & Strategy
• Relationship Management
• Staff Mentorship
• Career Advancement & Leadership Development

Key Responsibilities

Tax Compliance & Planning

• Prepare and review individual, partnership, corporate, and related tax returns
• Assist clients with proactive tax planning opportunities
• Conduct technical tax research and apply findings to real-world client situations
• Stay current on changing tax laws and regulations
• Identify opportunities to improve client outcomes through strategic planning

Client Relationships

• Build strong relationships with clients through exceptional service and responsiveness
• Assist with client communications and advisory discussions
• Develop an understanding of client goals, challenges, and opportunities
• Help strengthen long-term client partnerships

Leadership & Team Development

• Supervise and mentor junior tax associates
• Review work and provide constructive feedback
• Assist with project management and workflow coordination
• Contribute to a culture focused on learning, accountability, and collaboration

Professional Growth

• Develop technical expertise in federal, state, and local taxation
• Gain exposure to estate, gift, trust, and complex tax planning opportunities
• Participate in mentorship and leadership development programs
• Build the skills necessary for future advancement within the firm

Qualifications

• Bachelor's Degree in Accounting, Finance, or related field required
• CPA license or active CPA candidate preferred
• 2–4 years of public accounting experience
• Strong understanding of individual and business taxation
• Experience with tax preparation, planning, and research
• Experience with QuickBooks, Sage, or similar accounting software preferred
• Estate, Gift & Trust or international tax experience is a plus
• Strong analytical, communication, and organizational skills
• Commitment to professionalism and client service excellence

Who Thrives Here?

The ideal candidate:

• Enjoys solving complex tax challenges
• Wants meaningful interaction with clients and business owners
• Takes pride in delivering high-quality work
• Values mentorship and continuous learning
• Enjoys helping develop junior professionals
• Has aspirations for future leadership opportunities
• Appreciates a collaborative and people-focused culture

Benefits

• Performance-based bonus opportunity
• Hybrid work schedule
• CPA reimbursement
• 401(k) with company contribution
• Several paid holidays
• Professional development and training programs
• Leadership and mentorship opportunities
• Professional denim dress code
• Strong work-life balance initiatives
• Clear advancement opportunities

About Our Client

Our client is a well-established public accounting and advisory firm serving privately held businesses, entrepreneurs, family-owned companies, nonprofits, and high-net-worth individuals. The firm provides a broad range of services including tax planning, accounting, consulting, valuations, succession planning, and business advisory solutions.

Known for its collaborative environment and commitment to employee growth, the firm provides professionals with the resources, mentorship, and opportunities needed to build successful long-term careers while maintaining a healthy work-life balance.