Senior Associate

Wertz & Associates
  • Wilmington, Delaware
    30+ days ago

    Job Description

    Senior Associate – Accounting, Audit & Tax

    Location: Wilmington, DE
    Experience Level: 2+ Years of Public Accounting Experience

    We are partnered with a well‑established CPA firm that provides accounting, audit, and tax services to a diverse client base. The firm is looking to add a Senior Associate to its team—someone who enjoys taking ownership of engagements, mentoring junior staff, and continuing to grow professionally in a collaborative environment.

    This is an excellent opportunity for a public accounting professional who wants exposure to a broad range of work and direct interaction with firm leadership.

    What You'll Do

    • Perform diversified accounting, audit, and tax assignments with minimal supervision
    • Participate in planning and scheduling client engagements
    • Prepare, review, and organize workpapers in accordance with professional standards
    • Perform audit procedures, including determining testing scope and selecting transactions
    • Draft financial statements, footnotes, and audit reports
    • Assist with identifying tax planning opportunities and communicating ideas to leadership
    • Prepare client correspondence and contribute to management letters
    • Review work prepared by junior team members and provide coaching and feedback
    • Act as a mentor and support the development of less experienced staff
    • Maintain strong client relationships and meet deadlines and budget expectations
    • Continue progressing professionally by working toward CPA completion, if not already licensed

    What We're Looking For

    • 2+ years of public accounting experience with increasing responsibility
    • Bachelor's degree in Accounting
    • CPA license or actively working toward CPA completion
    • Strong understanding of accounting, audit, and tax fundamentals
    • Ability to manage multiple assignments and deadlines
    • Strong analytical, organizational, and problem‑solving skills
    • Professional communication skills and comfort interacting with clients
    • Proficiency in Microsoft Excel and Word

    Why This Opportunity

    • Broad exposure across accounting, audit, and tax—not siloed work
    • Opportunity to lead engagements and mentor junior staff
    • Direct access to managers, directors, and partners
    • Supportive environment that values development and long‑term growth
    • Stable firm with a strong reputation and collaborative culture

    This role is ideal for someone who wants to continue building technical expertise while taking on a more leadership‑oriented position within public accounting.

    Numbers & Facts

    LocationWilmington, Delaware
    Websitehttps://wertzandassoc.com/

    Skills

    • Accountingunmatched
    • Analysis Skillsunmatched
    • Auditingunmatched
    • Budgetingunmatched
    • Calendar Managementunmatched
    • Certified Public Accountant (CPA)unmatched
    • Coachingunmatched
    • Communication Skillsunmatched
    • Customer Relationsunmatched
    • Develop and Maintain Customersunmatched
    • Financial Auditunmatched
    • Financial Statementsunmatched
    • Leadershipunmatched
    • Mentoringunmatched
    • Microsoft Excelunmatched
    • Microsoft Wordunmatched
    • Organizational Skillsunmatched
    • Prepare Correspondenceunmatched
    • Problem Solving Skillsunmatched
    • Public Accountingunmatched
    • Staff Developmentunmatched
    • Tax Planningunmatched
    • Team Playerunmatched
    • Time Managementunmatched

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