Tax AccountantSenior Tax Accountant
Wertz & Associates
Tax Accountant / Senior Tax Accountant (CPA or CPATrack)
Location: Lake Wales FL
Experience Level: 36 Years of Public Accounting Experience
We are partnered with a wellestablished 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 longterm relationships proactive planning and working closely with experienced partners and staff in a collaborative environment.
What Youll Be Doing
- Prepare and review federal and state income tax returns for individuals and businesses
- Work across 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 wellrounded client solutions
What Our Client Is Looking For
- 36 years of taxfocused 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 relationshipdriven environment
- Detailoriented organized and able to manage multiple deadlines
- Interest in longterm growth within a stable reputable firm
Work Environment
- Based in Lake Wales FL
- Supportive teamoriented 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
- Longstanding 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 wellsuited 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 growthoriented environment.
$85k
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