Senior Tax Accountant, CPA

Wertz & Associates
  • Grand Rapids, Michigan
    8 days ago

    Job Description

    Senior Tax Accountant, CPA

    Tax Advisory | Client Relationships | Path to Leadership | Work-Life Balance

    Compensation: $85,000–$115,000 Base + Bonus

    Location: Grand Rapids, Michigan

    Our client, a well-established public accounting and advisory firm serving West Michigan for more than 35 years, is seeking a Senior Tax Accountant to join its growing tax practice.

    This is an ideal role for a tax professional who wants more than simply preparing returns. You'll work directly with business owners, entrepreneurs, and families while developing your expertise in tax planning, business consulting, and client advisory services.

    Unlike larger firms, you'll have direct access to firm leadership and meaningful involvement in client relationships from day one.

    Why This Opportunity Stands Out

    • $85,000–$115,000 base salary
    • Performance bonus opportunity
    • Flexible scheduling
    • Strong work-life balance culture
    • Direct client interaction
    • Broad exposure to tax planning and consulting
    • Family-friendly environment
    • Clear path to Supervisor and Manager roles
    • Diverse privately held business client base
    • Direct access to partners and leadership

    The Opportunity

    As a Senior Tax Accountant, you'll work closely with clients and leadership on tax compliance, tax planning, and advisory engagements while continuing to develop technical and leadership skills.

    You'll gain exposure to:

    • Closely held businesses
    • Family-owned companies
    • Real estate investors
    • Manufacturing & distribution companies
    • Professional service firms
    • Trust and estate taxation
    • Business succession planning

    Key Responsibilities

    Tax Planning & Compliance

    • Prepare and review individual, corporate, partnership, S-Corporation, and fiduciary returns
    • Identify proactive tax planning opportunities
    • Research tax issues and communicate solutions
    • Stay current with federal and state tax developments

    Client Service

    • Build relationships with business owners and decision-makers
    • Participate in planning meetings and client consultations
    • Deliver exceptional client service and responsiveness

    Professional Development

    • Assist with training and mentoring junior staff
    • Review work and provide feedback
    • Continue building leadership capabilities

    Qualifications

    Required

    • Bachelor's Degree in Accounting
    • CPA or CPA candidate preferred
    • 2–5 years of public accounting experience
    • Experience preparing business and individual tax returns
    • Strong communication and organizational skills

    Preferred

    • Experience with closely held businesses
    • Trust and estate taxation exposure
    • QuickBooks experience
    • Prior client-facing experience

    Benefits

    • Performance bonus opportunity
    • Flexible scheduling
    • Hybrid work flexibility
    • Health, dental, and vision insurance
    • 401(k) retirement plan
    • Paid time off and holidays
    • Continuing education support
    • CPA assistance and professional development
    • Mentorship and advancement opportunities

    About Our Client

    Our client has built a reputation as a trusted advisor to privately held businesses and families throughout West Michigan. The firm offers tax, audit, consulting, business valuation, succession planning, outsourced accounting, and advisory services while maintaining a culture built on responsiveness, integrity, flexibility, and long-term relationships.

    If you're looking to build your career with a firm that values both professional development and work-life balance, we'd love to speak with you confidentially.

    Numbers & Facts

    LocationGrand Rapids, Michigan
    Websitehttps://wertzandassoc.com/

    Skills

    • Accountingunmatched
    • Business Planunmatched
    • Certified Public Accountant (CPA)unmatched
    • Communication Skillsunmatched
    • Consultingunmatched
    • Customer Relationsunmatched
    • Customer Support/Serviceunmatched
    • Dental Insuranceunmatched
    • Distribution Servicesunmatched
    • Entrepreneurshipunmatched
    • Federal Taxunmatched
    • Fiduciaryunmatched
    • Intuit Quickbooksunmatched
    • Leadershipunmatched
    • Mentoringunmatched
    • Organizational Skillsunmatched
    • Plan Meetingsunmatched
    • Professional Servicesunmatched
    • Public Accountingunmatched
    • Real Estateunmatched
    • State Taxunmatched
    • Succession Planningunmatched
    • Tax Accountingunmatched
    • Tax Planningunmatched
    • Tax Regulationsunmatched
    • Tax Returnsunmatched
    • Vision Planunmatched

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