Senior Associate - Accounting, Audit & Tax
Wertz & Associates
Job Description
Job Description
Senior Associate – Accounting, Audit & Tax
Location: Wilmington, DE
Experience Level: 2+ Years of Public Accounting Experience
We are partnered with a well‑established CPA firm that provides accounting, audit, and tax services to a diverse client base. The firm is looking to add a Senior Associate to its team—someone who enjoys taking ownership of engagements, mentoring junior staff, and continuing to grow professionally in a collaborative environment.
This is an excellent opportunity for a public accounting professional who wants exposure to a broad range of work and direct interaction with firm leadership.
What You'll Do- Perform diversified accounting, audit, and tax assignments with minimal supervision
- Participate in planning and scheduling client engagements
- Prepare, review, and organize workpapers in accordance with professional standards
- Perform audit procedures, including determining testing scope and selecting transactions
- Draft financial statements, footnotes, and audit reports
- Assist with identifying tax planning opportunities and communicating ideas to leadership
- Prepare client correspondence and contribute to management letters
- Review work prepared by junior team members and provide coaching and feedback
- Act as a mentor and support the development of less experienced staff
- Maintain strong client relationships and meet deadlines and budget expectations
- Continue progressing professionally by working toward CPA completion, if not already licensed
- 2+ years of public accounting experience with increasing responsibility
- Bachelor's degree in Accounting
- CPA license or actively working toward CPA completion
- Strong understanding of accounting, audit, and tax fundamentals
- Ability to manage multiple assignments and deadlines
- Strong analytical, organizational, and problem‑solving skills
- Professional communication skills and comfort interacting with clients
- Proficiency in Microsoft Excel and Word
- Broad exposure across accounting, audit, and tax—not siloed work
- Opportunity to lead engagements and mentor junior staff
- Direct access to managers, directors, and partners
- Supportive environment that values development and long‑term growth
- Stable firm with a strong reputation and collaborative culture
This role is ideal for someone who wants to continue building technical expertise while taking on a more leadership‑oriented position within public accounting.
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