Tax Senior Associate — Hybrid, Client Advisory & Growth

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

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.