Tax Accountant/Senior Tax Accountant

Wertz & Associates
  • Lake Wales, FL
    30+ days ago

    Job Description

    Tax Accountant / Senior Tax Accountant (CPA or CPA‑Track)

    Location: Lake Wales, FL
    Experience Level: 3–6+ Years of Public Accounting Experience

    We are partnered with a well‑established public accounting firm in Lake Wales, FL that has served clients throughout Central Florida for generations. The firm provides comprehensive tax planning and compliance, accounting, bookkeeping, and advisory services to individuals and closely held businesses and is looking to add a Tax Accountant or Senior Tax Accountant to its growing team.

    This role is ideal for a tax professional who values long‑term relationships, proactive planning, and working closely with experienced partners and staff in a collaborative environment.

    What You'll Be Doing

    • Prepare and review federal and state income tax returns for individuals and businesses
    • Work across 1040, 1065, 1120, and 1120S returns
    • Participate in tax planning and advisory efforts, helping clients minimize tax exposure and plan proactively
    • Communicate directly with clients to gather information, answer questions, and explain tax matters clearly
    • Assist with reviewing work prepared by junior staff, depending on experience level
    • Stay current on tax law changes and apply guidance appropriately to client situations
    • Collaborate with accounting and advisory teams to provide well‑rounded client solutions

    What Our Client Is Looking For

    • 3–6+ years of tax‑focused public accounting experience
    • Active CPA license or actively sitting for CPA exams
    • Strong technical tax foundation with exposure to individual and business returns
    • Comfortable working directly with clients in a relationship‑driven environment
    • Detail‑oriented, organized, and able to manage multiple deadlines
    • Interest in long‑term growth within a stable, reputable firm

    Work Environment

    • Based in Lake Wales, FL
    • Supportive, team‑oriented culture with experienced professionals and strong administrative support
    • Emphasis on quality work, professional development, and sustainable workloads
    • Access to partners for guidance, mentorship, and collaboration

    Why This Opportunity

    • Long‑standing, respected firm with deep roots in Central Florida
    • Strong focus on tax planning and advisory, not just compliance
    • Broad exposure across tax, accounting, and advisory services
    • Opportunity to grow professionally in a firm that values relationships and integrity

    This role is well‑suited for a Tax Accountant or Senior Tax Accountant who wants to continue building technical expertise while working closely with clients and firm leadership in a stable, growth‑oriented environment.

    Numbers & Facts

    LocationLake Wales, FL

    Skills

    • Accountingunmatched
    • Administrative Skillsunmatched
    • Bookkeepingunmatched
    • Certified Public Accountant (CPA)unmatched
    • Customer Support/Serviceunmatched
    • Customer/Client Researchunmatched
    • Detail Orientedunmatched
    • Income Taxunmatched
    • Leadershipunmatched
    • Mentoringunmatched
    • Organizational Skillsunmatched
    • Public Accountingunmatched
    • State Taxunmatched
    • Sustainabilityunmatched
    • Tax Accountingunmatched
    • Tax Planningunmatched
    • Tax Regulationsunmatched
    • Tax Returnsunmatched
    • Team Playerunmatched
    • Time Managementunmatched

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