Senior Associate, Tax Services

Wertz & Associates
  • Buckhannon, West Virginia
    6 days ago

    Job Description

    Senior Associate, Tax Services

    Tax Planning | Client Advisory | Career Growth | Flexible Work Environment

    Compensation: $70,000 - $95,000 Base + Performance Bonus Opportunities

    Location: Buckhannon, West Virginia
    Schedule: Flexible Work Environment

    Our client, a respected and growing public accounting and advisory firm, is seeking a Senior Associate, Tax Services to join its Buckhannon office.

    This is more than a traditional tax compliance role.

    It's an opportunity to lead client tax engagements, build trusted client relationships, mentor developing professionals, and help individuals, businesses, and trusts navigate complex tax matters while advancing your public accounting career.

    The firm has built a strong reputation for exceptional client service while fostering a collaborative environment where professionals can continue developing their technical expertise, leadership skills, and long-term career opportunities.

    If you're looking for a role that combines tax planning, client interaction, mentorship, flexibility, and advancement potential, we'd welcome a confidential conversation.

    Why This Opportunity Stands Out

    • $70,000 - $95,000 base salary
    • Performance-based bonus opportunities
    • Flexible work schedules
    • Strong work-life balance philosophy
    • Opportunity to lead client tax engagements
    • Significant client-facing responsibilities
    • Diverse client base across multiple industries
    • Collaborative and team-oriented culture
    • Opportunity to mentor and develop staff
    • Direct interaction with firm leadership
    • Long-term career advancement opportunities

    About the Opportunity

    As a Senior Associate within the Tax Services practice, you'll take ownership of tax engagements from planning through completion while working directly with clients and engagement teams.

    You'll gain experience with:

    • Individual Taxation
    • Partnership Taxation
    • S-Corporation Taxation
    • Corporate Taxation
    • Trust & Estate Taxation
    • Tax Planning Strategies
    • IRS & State Tax Matters
    • Client Advisory Services
    • Team Leadership & Development

    This role offers an excellent blend of technical tax expertise, leadership development, and relationship management.

    Key Responsibilities

    Tax Engagement Leadership

    • Lead tax engagements from planning through completion
    • Prepare and review individual, business, and trust tax returns
    • Research and resolve complex tax matters
    • Ensure compliance with federal, state, and local tax regulations
    • Maintain high standards of technical accuracy and quality

    Client Service

    • Build and maintain strong client relationships
    • Develop an understanding of client businesses and tax needs
    • Communicate tax planning opportunities and recommendations
    • Provide exceptional responsiveness and service
    • Identify opportunities to help clients improve tax efficiency

    Team Leadership

    • Supervise, train, and mentor Staff Associates and junior team members
    • Review work performed by engagement team members
    • Provide coaching, feedback, and professional development support
    • Foster collaboration and engagement success

    Tax Research & Planning

    • Research and analyze complex tax issues
    • Assist with tax strategy development and planning opportunities
    • Draft responses to tax authority inquiries
    • Stay current on tax law developments and regulatory changes
    • Support clients with proactive tax-saving strategies

    Qualifications

    Required

    • Bachelor's Degree in Accounting
    • 3+ years of public accounting tax experience
    • Experience preparing and reviewing tax returns
    • Strong analytical and problem-solving abilities
    • Excellent oral and written communication skills
    • Strong organizational and project management skills
    • Ability to manage multiple priorities and deadlines
    • Commitment to delivering exceptional client service

    Preferred

    • CPA license or active CPA candidate
    • Experience reviewing business and trust returns
    • Previous experience mentoring staff
    • Strong technical tax knowledge

    Who Thrives Here?

    The ideal candidate:

    • Enjoys building client relationships
    • Wants increasing leadership responsibilities
    • Takes pride in mentoring team members
    • Enjoys solving complex tax challenges
    • Values collaboration and professional growth
    • Thrives in a dynamic public accounting environment
    • Wants a long-term career path within public accounting

    Benefits

    • Competitive compensation package
    • Performance-based bonus opportunities
    • Flexible scheduling options
    • Professional development opportunities
    • Leadership and mentorship opportunities
    • Collaborative team environment
    • Career advancement potential
    • Exposure to diverse clients and industries

    What Makes This Opportunity Different?

    Many tax roles focus primarily on return preparation and compliance.

    This opportunity provides meaningful exposure to client advisory work, tax planning, leadership development, and strategic problem-solving. You'll become a trusted resource to clients while helping develop future tax professionals and advancing your own career.

    The combination of flexibility, leadership opportunities, client interaction, and career growth makes this an outstanding opportunity for an ambitious tax professional.

    About Our Client

    Our client is a growing public accounting and advisory firm dedicated to providing exceptional service while investing in its people. Through a collaborative culture, flexible work environment, and commitment to professional growth, the firm provides professionals with the support and opportunities needed to build rewarding long-term careers.

    If you're a Tax Senior, Senior Tax Associate, or experienced public accounting professional seeking greater leadership opportunities and long-term career growth, we'd love to speak with you confidentially.

    Numbers & Facts

    LocationBuckhannon, West Virginia
    Websitehttps://wertzandassoc.com/

    Skills

    • Accountingunmatched
    • Analysis Skillsunmatched
    • Certified Public Accountant (CPA)unmatched
    • Coachingunmatched
    • Communication Skillsunmatched
    • Corporate Taxunmatched
    • Customer Relationsunmatched
    • Customer Support/Serviceunmatched
    • Develop and Maintain Customersunmatched
    • Leadershipunmatched
    • Local Taxunmatched
    • Maintain Complianceunmatched
    • Mentoringunmatched
    • Multitaskingunmatched
    • Organizational Skillsunmatched
    • Philosophyunmatched
    • Presentation/Verbal Skillsunmatched
    • Problem Solving Skillsunmatched
    • Project/Program Managementunmatched
    • Public Accountingunmatched
    • Regulationsunmatched
    • Relationship Managementunmatched
    • Sales Managementunmatched
    • State Taxunmatched
    • Strategic Planningunmatched
    • Tax Accountingunmatched
    • Tax Planningunmatched
    • Tax Regulationsunmatched
    • Tax Returnsunmatched
    • Team Lead/Managerunmatched
    • Team Playerunmatched
    • Time Managementunmatched
    • Writing Skillsunmatched

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