Tax Senior, CPA

Wertz & Associates; Cleveland (OH); On-site; USD 85,000 - 120,000; Full time

Benefits offered by this job

Hybrid flexibility

Mentorship

Professional development

Work-life balance

Job summary

Wertz & Associates in Cleveland, OH is seeking a Tax Senior, CPA to join its growing tax practice.

This role emphasizes advisory work, client relationship management, and staff mentorship, with exposure to sophisticated planning across a diverse client base. Hybrid flexibility and a clear path to leadership are core benefits.

Qualifications

• Bachelor's Degree in Accounting required.
• Active CPA license required.
• 2–4 years of public accounting tax experience.
• Experience with individual, corporate, partnership, and fiduciary tax returns.
• Strong technical tax knowledge and research abilities.
• Excellent communication and interpersonal skills.
• Strong attention to detail and organizational abilities.
• Commitment to exceptional client service and professional growth.

Responsibilities

• Prepare and review complex tax returns for individuals, corporations, partnerships, fiduciaries.
• Identify proactive tax planning opportunities for clients.
• Research tax issues and develop strategic recommendations.
• Manage client relationships and provide advisory services.
• Mentor staff accountants and contribute to training.
• Support staff development and contribute to team culture.

Skills

Client relationship management

Communication skills

Attention to detail

Research abilities

Leadership potential

Education

Bachelor's Degree in Accounting

CPA license

Job description

Tax Senior, CPA

Tax Advisory | Client Relationships | Leadership Development | Hybrid Flexibility

Compensation: $85,000–$120,000 Base + Performance Bonus

Locations: Cleveland, Sheffield Village, or Sandusky, Ohio

Our client, a highly respected and growth-focused public accounting and advisory firm, is seeking a Tax Senior, CPA to join its expanding tax practice.

This is more than a traditional tax compliance role.

It's an opportunity to develop into a trusted advisor, build meaningful client relationships, mentor developing professionals, and gain exposure to sophisticated tax planning and consulting engagements across a diverse client base.

The firm is known for its collaborative culture, commitment to professional development, and dedication to helping clients navigate every stage of the business lifecycle. Professionals here are encouraged to grow not only technically, but also as leaders and business advisors.

If you're looking for a firm where your career can accelerate beyond simply preparing returns, we'd welcome a confidential conversation.

Why This Opportunity Stands Out

• $85,000–$120,000 base salary
• Performance-based bonus program
• Hybrid work flexibility
• Direct access to firm leadership and mentorship
• Diverse client exposure across multiple industries
• Meaningful client interaction and advisory opportunities
• Strong path toward Manager and future leadership roles
• Collaborative and supportive culture
• Outstanding work-life balance initiatives
• Professional development and networking opportunities

Exceptional candidates with strong public accounting experience, client relationship management skills, or advanced technical tax expertise may be considered above the posted compensation range.

The Opportunity

As a Tax Senior, you'll play a key role in delivering high-quality tax services while continuing to expand your technical and leadership capabilities.

You'll work directly with business owners, executives, entrepreneurs, investors, and high-net-worth individuals while gaining valuable experience in tax planning, compliance, client service, and staff development.

This role offers a compelling blend of:

• Tax Compliance & Planning
• Client Advisory Services
• Relationship Management
• Staff Mentorship
• Professional Networking
• Career Advancement

Key Responsibilities

Tax Planning & Compliance

• Prepare and review complex individual, corporate, partnership, fiduciary, and pass-through entity tax returns
• Identify proactive tax planning opportunities for clients
• Research tax issues and assist with developing strategic recommendations
• Stay current on tax law changes and emerging planning opportunities
• Deliver accurate, high-quality work within established deadlines

Client Relationships

• Build strong relationships with clients and become a trusted resource
• Communicate directly with clients regarding tax matters and planning opportunities
• Provide exceptional service through responsiveness, professionalism, and attention to detail
• Assist with client meetings and advisory engagements

Leadership & Development

• Mentor and support staff accountants and interns
• Assist with training and development initiatives
• Review work and provide constructive feedback when appropriate
• Contribute to a team-oriented culture focused on continuous improvement

Professional Growth

• Participate in networking events and community involvement activities
• Develop business and relationship-building skills
• Gain exposure to advisory services and broader business consulting engagements
• Build the foundation for advancement into management and leadership positions

Qualifications

• Bachelor's Degree in Accounting required
• Active CPA license required
• 2–4 years of public accounting tax experience
• Experience with individual, corporate, partnership, and fiduciary tax returns
• Strong technical tax knowledge and research abilities
• Excellent communication and interpersonal skills
• Strong attention to detail and organizational abilities
• Commitment to exceptional client service and professional growth

Who Thrives Here?

The ideal candidate:

• Enjoys working directly with clients and building relationships
• Wants to become a trusted advisor rather than simply a tax preparer
• Takes pride in producing high-quality work
• Enjoys mentoring and helping others succeed
• Is proactive, collaborative, and solutions-oriented
• Has aspirations to advance into tax management and firm leadership
• Values community involvement and professional excellence

Benefits

• Competitive compensation package
• Performance-based bonus program
• Hybrid work flexibility
• Comprehensive medical, dental, vision, disability, and life insurance
• Generous paid time off
• Paid parking
• Summer hours program with flexible Fridays
• Busy season meals
• Firm events, happy hours, and retreats
• Professional development opportunities
• Fee participation program

About Our Client

Our client is a premier public accounting and advisory firm that combines sophisticated technical expertise with a people-first culture. Serving privately held businesses, entrepreneurs, family-owned companies, and individuals, the firm provides comprehensive tax, advisory, assurance, valuation, transaction, succession planning, and consulting services.

Professionals at the firm enjoy the resources and opportunities of a larger organization while maintaining the collaborative culture, accessibility, and personal relationships often found in smaller firms.

As the organization continues to grow, they are seeking future leaders who are passionate about serving clients, developing professionally, and making a meaningful impact both inside and outside the firm.

If you're a CPA looking to accelerate your career, deepen your client relationships, and position yourself for future leadership opportunities, we'd love to speak with you confidentially.