Tax Supervisor

Wertz & Associates; Medina (OH); Hybrid; USD 85,000 - 115,000; Full time

Benefits offered by this job

CPA reimbursement

401(k) with company contribution

Hybrid work schedule

Job summary

Wertz & Associates in Medina, OH, seeks a Tax Supervisor to lead tax advisory engagements for privately held businesses and high net worth clients. You’ll mentor staff, manage complex tax matters, and help guide client engagements with a consultative, relationship-driven approach.

The role offers a hybrid schedule, a base salary in the $85k–$115k range, and significant leadership development opportunities within a growth‑oriented practice dedicated to estate, gift, and trust planning.

Qualifications

• Bachelor's Degree in Accounting, Finance, or related field required.
• Master's Degree preferred.
• CPA license, CPA candidate, or EA designation acceptable.
• 4–6 years of progressive public accounting experience.
• Estate, Gift & Trust taxation experience preferred; international tax exposure is a plus.
• Strong communication and relationship-building skills.
• High level of professionalism, integrity, and client service.

Responsibilities

• Review and oversee individual, corporate, partnership, fiduciary, and multi-entity tax engagements.
• Develop proactive tax planning strategies for wealth preservation and objective attainment.
• Research and resolve complex federal, state, and local tax matters.
• Manage client relationships and expand advisory services.
• Lead and mentor staff; oversee engagement planning and workflow management.
• Support practice growth and client retention initiatives.

Skills

Tax Planning

Client Relationships

Team Leadership

Communication

Problem Solving

Education

Bachelor's Degree in Accounting/Finance/related field

Master's Degree preferred

Job description

Tax Supervisor

Tax Advisory | Client Leadership | Estate & Trust Planning | Future Leadership Opportunity

Compensation: $85,000–$115,000 Base + Performance Bonus + Career Advancement

Location: Medina, Ohio (Hybrid)

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

This is more than a traditional supervisory role.

It's an opportunity to work closely with privately held businesses, business owners, high-net-worth individuals, trusts, and family enterprises while helping lead client engagements, mentor future professionals, and continue building your leadership career within a thriving advisory-focused firm.

The firm has earned an outstanding reputation for delivering sophisticated tax, accounting, and consulting solutions while maintaining the culture, collaboration, and work-life balance professionals often struggle to find in public accounting.

If you're looking for a role that combines technical tax expertise, client advisory services, staff development, and a clear path toward future leadership, we'd welcome a confidential conversation.

Why This Opportunity Stands Out

• $85,000–$115,000 base salary
• Performance-based bonus opportunities
• Hybrid work schedule
• Clear career advancement and leadership development path
• Significant exposure to privately held businesses and their owners
• Estate, gift, trust, and family wealth planning opportunities
• Strong mentorship and professional development culture
• CPA reimbursement program
• Collaborative, relationship-driven environment
• Exceptional work-life balance compared to traditional public accounting firms

Exceptional candidates with advanced tax planning experience, estate and trust expertise, international tax exposure, or demonstrated leadership capabilities may be considered above the posted compensation range.

The Opportunity

As a Tax Supervisor, you'll serve as both a technical resource and emerging leader within the tax practice.

You'll work directly with business owners, executives, entrepreneurs, family groups, and high-net-worth individuals while helping oversee engagements, review work, mentor team members, and deliver proactive planning solutions.

This position offers a unique combination of:

• Tax Planning & Advisory
• Client Relationship Management
• Estate, Gift & Trust Taxation
• Team Leadership & Mentorship
• Practice Growth
• Future Management Opportunities

Key Responsibilities

Tax Advisory & Planning

• Review and oversee individual, corporate, partnership, fiduciary, and multi-entity tax engagements
• Develop proactive tax planning strategies that help clients preserve wealth and achieve financial objectives
• Research and resolve complex federal, state, and local tax matters
• Identify planning opportunities and deliver value-added recommendations
• Stay current on tax law changes and emerging opportunities

Client Relationship Management

• Build and strengthen long-term client relationships
• Serve as a trusted resource for tax and business-related matters
• Communicate complex tax concepts in a practical and understandable way
• Help identify opportunities to deepen advisory relationships and expand services

Team Leadership & Development

• Supervise Associates and Senior Associates
• Review workpapers and tax returns for quality and accuracy
• Provide coaching, mentorship, and constructive feedback
• Support team development and future leadership growth
• Assist with engagement planning and workflow management

Practice Growth

• Identify opportunities to provide additional services to existing clients
• Participate in networking and business development activities
• Contribute to practice development and client retention initiatives
• Support the firm's commitment to exceptional service and long-term client success

Qualifications

• Bachelor's Degree in Accounting, Finance, or related field required
• Master's Degree preferred
• CPA license, CPA candidate, or EA designation acceptable
• 4–6 years of progressive public accounting experience
• Strong tax compliance and planning experience
• Experience reviewing tax engagements and supervising staff
• Estate, Gift & Trust taxation experience preferred
• International tax exposure is a plus
• Strong communication and relationship-building skills
• High level of professionalism, integrity, and client service

Who Thrives Here?

The ideal candidate:

• Enjoys becoming a trusted advisor to clients
• Wants more responsibility and leadership opportunities
• Enjoys mentoring and developing professionals
• Thinks strategically beyond tax compliance
• Values collaboration and strong workplace culture
• Appreciates direct access to leadership and decision-makers
• Wants long-term growth within a successful public accounting firm

Benefits

• Competitive compensation package
• Performance-based bonus opportunities
• Hybrid work schedule
• CPA reimbursement
• 401(k) with company contribution
• Generous paid holidays
• Professional development and leadership training
• Mentorship and career development programs
• Professional denim dress code
• Strong work-life balance initiatives
• Ongoing advancement opportunities

About Our Client

Our client is a well-established public accounting and advisory firm serving privately held businesses, entrepreneurs, high-net-worth individuals, nonprofits, and professional service organizations. With expertise spanning tax, accounting, consulting, business valuations, succession planning, transaction advisory services, employee benefit plan audits, and estate planning, the firm delivers a truly consultative approach to client service.

Known for its collaborative culture and commitment to employee growth, the firm continues to attract professionals who want challenging work, meaningful client relationships, strong mentorship, and long-term career opportunities without sacrificing quality of life.