Tax Supervisor
$85k - $115kWertz & Associates
Job Description Job Description Tax Supervisor Tax Advisory | Client Leadership | Estate & Trust Planning | Future Leadership Opportunity Compensation: $85,000–$115,000 Base + Performance Bonus + Career Advancement
Location: Medina, Ohio (Hybrid)
Our client, a highly respected and rapidly growing public accounting and advisory firm, is seeking a Tax Supervisor to join its expanding tax practice.
This is more than a traditional supervisory role.
It's an opportunity to work closely with privately held businesses, business owners, high-net-worth individuals, trusts, and family enterprises while helping lead client engagements, mentor future professionals, and continue building your leadership career within a thriving advisory-focused firm.
The firm has earned an outstanding reputation for delivering sophisticated tax, accounting, and consulting solutions while maintaining the culture, collaboration, and work-life balance professionals often struggle to find in public accounting.
If you're looking for a role that combines technical tax expertise, client advisory services, staff development, and a clear path toward future leadership, we'd welcome a confidential conversation.
Why This Opportunity Stands Out $85,000–$115,000 base salary
Performance-based bonus opportunities
Hybrid work schedule
Clear career advancement and leadership development path
Significant exposure to privately held businesses and their owners
Estate, gift, trust, and family wealth planning opportunities
Strong mentorship and professional development culture
CPA reimbursement program
Collaborative, relationship-driven environment
Exceptional work-life balance compared to traditional public accounting firms
Exceptional candidates with advanced tax planning experience, estate and trust expertise, international tax exposure, or demonstrated leadership capabilities may be considered above the posted compensation range.
The Opportunity As a Tax Supervisor, you'll serve as both a technical resource and emerging leader within the tax practice.
You'll work directly with business owners, executives, entrepreneurs, family groups, and high-net-worth individuals while helping oversee engagements, review work, mentor team members, and deliver proactive planning solutions.
This position offers a unique combination of:
Tax Planning & Advisory
Client Relationship Management
Estate, Gift & Trust Taxation
Team Leadership & Mentorship
Practice Growth
Future Management Opportunities
Key Responsibilities Tax Advisory & Planning Review and oversee individual, corporate, partnership, fiduciary, and multi-entity tax engagements
Develop proactive tax planning strategies that help clients preserve wealth and achieve financial objectives
Research and resolve complex federal, state, and local tax matters
Identify planning opportunities and deliver value-added recommendations
Stay current on tax law changes and emerging opportunities
Client Relationship Management Build and strengthen long-term client relationships
Serve as a trusted resource for tax and business-related matters
Communicate complex tax concepts in a practical and understandable way
Help identify opportunities to deepen advisory relationships and expand services
Team Leadership & Development Supervise Associates and Senior Associates
Review workpapers and tax returns for quality and accuracy
Provide coaching, mentorship, and constructive feedback
Support team development and future leadership growth
Assist with engagement planning and workflow management
Practice Growth Identify opportunities to provide additional services to existing clients
Participate in networking and business development activities
Contribute to practice development and client retention initiatives
Support the firm's commitment to exceptional service and long-term client success
Qualifications Bachelor's Degree in Accounting, Finance, or related field required
Master's Degree preferred
CPA license, CPA candidate, or EA designation acceptable
4–6 years of progressive public accounting experience
Strong tax compliance and planning experience
Experience reviewing tax engagements and supervising staff
Estate, Gift & Trust taxation experience preferred
International tax exposure is a plus
Strong communication and relationship-building skills
High level of professionalism, integrity, and client service
Who Thrives Here? The ideal candidate:
Enjoys becoming a trusted advisor to clients
Wants more responsibility and leadership opportunities
Enjoys mentoring and developing professionals
Thinks strategically beyond tax compliance
Values collaboration and strong workplace culture
Appreciates direct access to leadership and decision-makers
Wants long-term growth within a successful public accounting firm
Benefits Competitive compensation package
Performance-based bonus opportunities
Hybrid work schedule
CPA reimbursement
401(k) with company contribution
Generous paid holidays
Professional development and leadership training
Mentorship and career development programs
Professional denim dress code
Strong work-life balance initiatives
Ongoing advancement opportunities
About Our Client Our client is a well-established public accounting and advisory firm serving privately held businesses, entrepreneurs, high-net-worth individuals, nonprofits, and professional service organizations. With expertise spanning tax, accounting, consulting, business valuations, succession planning, transaction advisory services, employee benefit plan audits, and estate planning, the firm delivers a truly consultative approach to client service.
Known for its collaborative culture and commitment to employee growth, the firm continues to attract professionals who want challenging work, meaningful client relationships, strong mentorship, and long-term career opportunities without sacrificing quality of life.
If you're ready to take the next step in your public accounting career and join a firm that genuinely invests in its people, we'd love to speak with you confidentially.
Vacancy posted 14 hours ago
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