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Senior Tax Associate

$80k - $105k

Wertz & Associates

Job DescriptionJob DescriptionSenior Tax Associate Tax Advisory | Career Growth | Hybrid Flexibility | People-First Culture Compensation: $80,000–$105,000 Base + Performance Bonus + CPA SupportLocation: Dublin, Ohio (Hybrid)Our client, a nationally recognized Top 100 business advisory and accounting firm, is seeking a talented Senior Tax Associate to join its growing Dublin office.This is more than a traditional tax compliance opportunity.It's an opportunity to work closely with business owners, executives, entrepreneurs, and high-net-worth individuals while developing advanced tax planning expertise, mentoring junior professionals, and building a long-term career within a firm known for its people-first culture and commitment to professional development.With more than 400 professionals and multiple offices throughout Ohio and Florida, the firm has earned a reputation for combining sophisticated client service with a culture that prioritizes flexibility, work-life balance, and employee growth.If you're looking to take the next step in your public accounting career while gaining greater exposure to advisory services, client interaction, and leadership opportunities, we'd welcome a confidential conversation.Why This Opportunity Stands Out $80,000–$105,000 base salaryAnnual performance bonus opportunityHybrid work environmentWork-from-anywhere flexibilityFour weeks PTOTwelve paid holidays annuallyStrong mentorship and career development programsExposure to sophisticated tax planning engagementsClear path toward Tax Supervisor and Tax ManagerTop 100 accounting and advisory firm platformCollaborative and people-focused cultureExceptional candidates with advanced tax planning expertise, CPA licensure, or experience reviewing complex business returns may be considered above the posted compensation range.About the Firm Our client is a nationally recognized business advisory and accounting firm providing services across:Tax Planning & ComplianceBusiness Advisory ServicesAccounting ServicesConsulting ServicesWealth & Succession PlanningClient Advisory ServicesThe firm has built its reputation around a "People First" culture that prioritizes employee well-being, professional growth, and long-term career success.Professionals enjoy access to diverse clients, strong mentorship, ongoing training, and advancement opportunities within a collaborative environment.The Opportunity As a Senior Tax Associate, you'll play a key role in supporting both tax compliance and planning initiatives while working closely with clients and engagement leaders.You'll gain valuable experience in:Individual TaxationCorporate TaxationPartnership & S-Corporation TaxationTax Planning & Advisory ServicesTax Research & AnalysisClient Relationship ManagementLeadership & MentorshipMulti-State Tax ComplianceThis position offers the perfect blend of technical tax work, client interaction, and leadership development.Key Responsibilities Tax Compliance & Preparation Prepare and review federal, state, and local tax returns for business and individual clientsAnalyze client financial information and supporting documentationIdentify book-to-tax differences and prepare supporting workpapersEnsure compliance with applicable tax regulations and filing requirementsManage engagement timelines and project deadlinesTax Planning & Advisory Assist engagement leaders with proactive tax planning strategiesIdentify tax-saving opportunities and areas of potential riskSupport tax projections, estimated payments, and planning engagementsResearch tax matters and communicate findings effectivelyHelp clients navigate changing tax regulations and compliance requirementsClient Service & Relationship Management Build and maintain strong client relationshipsCommunicate findings, recommendations, and planning opportunitiesRespond to client inquiries and assist with notices or compliance mattersDeliver exceptional client service and responsivenessSupport year-round advisory discussionsLeadership & Team Development Review work prepared by AssociatesProvide coaching, mentoring, and technical guidanceAssist with staff development and training initiativesCoordinate engagement workflows and project completionHelp develop future leaders within the tax practiceQualifications Required Bachelor's Degree in Accounting or related fieldEligible to sit for the CPA Exam3–5+ years of public accounting tax experienceExperience preparing and reviewing business and individual tax returnsStrong analytical and problem-solving abilitiesExcellent verbal and written communication skillsAbility to work effectively in a team environmentWho Thrives Here? The ideal candidate:Wants to continue progressing toward Tax Manager and beyondEnjoys building strong client relationshipsHas a passion for tax planning and advisory workTakes pride in mentoring junior professionalsValues flexibility and work-life balanceEnjoys solving complex tax issuesSeeks long-term career growth within public accountingBenefits Competitive compensation packagePerformance-based bonus opportunitiesMedical, dental, and vision insurance401(k) retirement planLife insurance coverageShort-term and long-term disability insuranceFour weeks paid time offTwelve paid holidays, including floating holidaysFamily leave programsOngoing training and developmentWellness programs and resourcesWork-from-anywhere flexibilityStrong career advancement opportunitiesWhat Makes This Opportunity Different? Many Senior Tax Associate opportunities focus solely on tax return preparation.This role offers significantly more.You'll gain exposure to tax planning, client advisory work, staff mentoring, and meaningful business relationships while being supported by a firm that genuinely invests in your personal and professional growth. The firm's people-first culture allows professionals to build successful careers without sacrificing flexibility and balance.About Our Client Our client is a nationally recognized accounting and advisory firm known for delivering high-quality tax, accounting, and consulting services while maintaining a culture centered on professional development, collaboration, and employee well-being.Through continued growth and investment in its people, the firm has established itself as a destination for professionals seeking challenging work, strong leadership support, and long-term career opportunities.If you're a Tax Associate ready for the next step or a current Senior Tax Associate seeking greater client exposure, leadership opportunities, and a clear path for advancement, we'd love to speak with you confidentially.

Vacancy posted 3 days ago
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