Tax Senior: Planning & Client Advisory (Hybrid)

Wertz & Associates; Rogers (AR); Hybrid; USD 75,000 - 100,000; Full time

Benefits offered by this job

Health insurance

401(k) retirement plan

Paid time off and holidays

CPA and continuing education support

Professional development opportunities

Strong advancement potential

Job summary

Wertz & Associates in Rogers, AR is seeking a Tax Senior to join our growing CPA and advisory firm. You'll work with entrepreneurs and closely held companies, expanding your technical tax skills while building client relationships.

This role balances compliance, planning, and advisory work in a flexible hybrid environment. You'll lead tax returns for individuals and businesses, perform planning, and support IRS/state matters, with mentorship and CPA career development opportunities.

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 financial information and supporting documentation.
• Ensure compliance with federal and state tax regulations.
• Maintain quality and accuracy across engagements.
• Assist with special tax projects and client deadlines.
• Research tax laws and technical tax matters.
• Assist with tax planning strategies and projections.
• Identify tax-saving opportunities for clients.
• Support consulting and advisory projects.
• Stay current on tax law changes and industry developments.
• 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 responsive and professional client service.
• Assist with IRS and state tax notice responses.
• Support tax controversy and compliance matters.
• Prepare documentation supporting notice responses.
• Help clients navigate regulatory requirements.

Skills

Communication

Time management

Teamwork

Independence

Education

Bachelor's Degree in Accounting

Job description

Wertz & Associates in Rogers, AR is seeking a Tax Senior to join our growing CPA and advisory firm. You'll work with entrepreneurs and closely held companies, expanding your technical tax skills while building client relationships.

This role balances compliance, planning, and advisory work in a flexible hybrid environment. You'll lead tax returns for individuals and businesses, perform planning, and support IRS/state matters, with mentorship and CPA career development opportunities.