Tax Supervisor, CPA/CPA Candidate/EA

Wertz & Associates; Westlake (OH); Hybrid; USD 95,000 - 120,000; Full time

Benefits offered by this job

Bonus program

Hybrid work schedule

CPA reimbursement

401(k) with company contribution

Paid holidays

Paid time off

Professional development support

CE assistance

Leadership and mentorship programs

Dress code: professional denim

Work-life balance culture

Advancement opportunities

Job summary

Wertz & Associates in Westlake, OH is seeking a Tax Supervisor (CPA/CPA Candidate/EA) to lead tax engagements, mentor staff, and advise clients. The role blends technical tax work with leadership responsibilities in a collaborative, growth-focused firm.

You'll work on complex planning across multi-state and estate matters, supervise associates, and develop client relationships while advancing toward Tax Manager. Hybrid schedule supports work-life balance and professional growth.

Qualifications

• Bachelor's degree in accounting/finance or related field.
• CPA, CPA candidate (150/120 hours) or EA designation.
• 4–6 years of public accounting tax experience.
• Experience preparing and reviewing business and individual tax returns.
• Strong communication and relationship-building skills.
• Proficiency with tax research software.

Responsibilities

• Review individual, partnership, S-corp, corporate and fiduciary tax returns.
• Develop proactive tax planning strategies to minimize liabilities.
• Mentor staff and supervise Associates and Senior Associates.
• Conduct tax research and resolve complex tax issues.
• Support estate, gift, trust, and international tax projects as applicable.

Skills

Communication skills

Excel proficiency

Tax research

Education

Bachelor's Degree in Accounting or related field

CPA, CPA Candidate or EA designation

Tools

Excel

Job description

Tax Supervisor, CPA/CPA Candidate/EA

Tax Advisory | Leadership Development | Client Relationships | Hybrid Flexibility

Compensation: $95,000–$120,000 Base + Performance Bonus + Career Advancement

Location: Westlake, Ohio (Hybrid)
Schedule: Flexible Hybrid

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

This opportunity is ideal for a high-performing Tax Senior or early-career Tax Supervisor looking to take the next step into leadership while continuing to build technical expertise, client relationships, and advisory experience.

For more than 35 years, the firm has built a reputation for exceptional client service, professional development, and a people-first culture that prioritizes both career growth and personal well-being. Professionals enjoy significant client interaction, strong mentorship, and a collaborative environment where contributions truly matter.

Why This Opportunity Stands Out

• $95,000–$120,000 base salary
• Performance-based bonus opportunity
• Hybrid work schedule
• CPA reimbursement program
• Strong mentorship and career development
• Exposure to sophisticated tax planning engagements
• Diverse client portfolio and industries
• Direct access to firm leadership
• Opportunity to supervise and mentor staff
• Family-oriented and collaborative culture
• Clear advancement path to Tax Manager

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

About the Firm

Our client has spent more than three decades serving businesses, entrepreneurs, families, and organizations throughout Northeast Ohio.

The firm provides a wide range of services including:

• Tax Planning & Compliance
• Business Advisory Services
• Accounting & Assurance
• Outsourced Accounting
• Business Consulting
• Estate & Succession Planning
• Valuation Services
• Strategic Growth Advisory

Clients range from closely held and family-owned businesses to high-net-worth individuals and multi-generational family groups.

Professionals are encouraged to think beyond compliance and become trusted business advisors who deliver meaningful value throughout the year.

The Opportunity

As a Tax Supervisor, you'll play a key role in managing tax engagements, reviewing returns, mentoring staff, and helping clients navigate increasingly complex tax matters.

You'll work closely with managers, directors, and partners while gaining valuable exposure to:

• Tax Planning & Advisory Services
• Business Taxation
• Individual Taxation
• Estate & Trust Taxation
• Multi-State Tax Matters
• Client Relationship Management
• Staff Development & Supervision

This role offers an excellent opportunity for a professional looking to continue building leadership skills while maintaining strong technical development.

Key Responsibilities

Tax Compliance & Planning

• Review individual, partnership, S-corporation, corporate, and fiduciary tax returns
• Assist in developing proactive tax planning strategies
• Identify opportunities to minimize tax liabilities and maximize client benefits
• Review financial statements to identify planning opportunities and areas of risk
• Stay current on federal, state, and local tax law changes

Client Advisory Services

• Build and strengthen client relationships
• Communicate directly with clients regarding tax matters and planning opportunities
• Assist with year-round advisory discussions and tax strategy initiatives
• Support business owners and executives as a trusted resource

Leadership & Team Development

• Supervise Associates and Senior Associates
• Review workpapers and tax returns for quality and accuracy
• Provide coaching, mentoring, and professional development support
• Assist with training and onboarding initiatives
• Support developing future tax leaders within the firm

Technical Development

• Conduct tax research and communicate findings
• Assist with resolving complex tax questions and issues
• Support estate, gift, trust, and international tax projects when applicable
• Continue building technical expertise across multiple tax disciplines

Qualifications

Required

• Bachelor's Degree in Accounting, Finance, or related field
• CPA, CPA candidate (150/120 hours completed), or EA designation
• 4–6 years of public accounting tax experience
• Experience preparing and reviewing business and individual tax returns
• Strong communication and relationship-building skills
• Proficiency with Excel and tax research software
• Strong organizational and project-management skills

The ideal candidate:

• Wants to continue progressing toward Tax Manager and beyond
• Enjoys mentoring and developing others
• Values strong client relationships
• Enjoys solving complex tax issues
• Thinks proactively rather than reactively
• Appreciates a collaborative, team-oriented culture
• Wants meaningful career growth opportunities

Benefits

• Performance-based bonus opportunity
• Hybrid work schedule
• CPA reimbursement program
• 401(k) with company contribution
• Paid holidays
• Generous paid time off
• Professional development support
• Continuing education assistance
• Leadership and mentorship programs
• Professional denim dress code
• Strong work-life balance culture
• Long-term advancement opportunities

What Makes This Opportunity Different?

Many Tax Supervisor positions focus solely on tax return review and deadline management.

This opportunity provides a broader platform for growth.

Professionals gain significant exposure to client advisory work, tax planning, leadership development, and relationship management while working directly alongside experienced managers, directors, and partners. The result is a role designed to accelerate both technical and leadership development while positioning you for future management opportunities.

About Our Client

Our client is a well-established public accounting and advisory firm that has earned a reputation for delivering exceptional service while investing heavily in its people. The firm believes that long-term success is built through strong client relationships, professional excellence, continuous learning, and a culture where employees are supported both personally and professionally.

As the firm continues to grow, they are seeking ambitious professionals who are passionate about client service, leadership, and building long-term careers within public accounting.