Tax Senior - Hybrid, Growth Path, Client Advisory

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

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.