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Senior Tax Associate

Wertz & Associates


Job Location:

Dublin, VA - USA

Monthly Salary: Not provided by the employer
Posted: 1 September 2026 (20 days ago)
Application Deadline: 29 November 2026
Vacancies: 1 Vacancy

Job Summary

Senior Tax Associate
Tax Advisory Career Growth Hybrid Flexibility People-First Culture

Compensation: $80000$105000 Base Performance Bonus CPA Support

Location: 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.

Its 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 youre looking to take the next step in your public accounting career while gaining greater exposure to advisory services client interaction and leadership opportunities wed welcome a confidential conversation.

Why This Opportunity Stands Out
  • $80000$105000 base salary
  • Annual performance bonus opportunity
  • Hybrid work environment
  • Work-from-anywhere flexibility
  • Four weeks PTO
  • Twelve paid holidays annually
  • Strong mentorship and career development programs
  • Exposure to sophisticated tax planning engagements
  • Clear path toward Tax Supervisor and Tax Manager
  • Top 100 accounting and advisory firm platform
  • Collaborative and people-focused culture

Exceptional 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 & Compliance
  • Business Advisory Services
  • Accounting Services
  • Consulting Services
  • Wealth & Succession Planning
  • Client Advisory Services

The 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 youll play a key role in supporting both tax compliance and planning initiatives while working closely with clients and engagement leaders.

Youll gain valuable experience in:

  • Individual Taxation
  • Corporate Taxation
  • Partnership & S-Corporation Taxation
  • Tax Planning & Advisory Services
  • Tax Research & Analysis
  • Client Relationship Management
  • Leadership & Mentorship
  • Multi-State Tax Compliance

This 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 clients
  • Analyze client financial information and supporting documentation
  • Identify book-to-tax differences and prepare supporting workpapers
  • Ensure compliance with applicable tax regulations and filing requirements
  • Manage engagement timelines and project deadlines
Tax Planning & Advisory
  • Assist engagement leaders with proactive tax planning strategies
  • Identify tax-saving opportunities and areas of potential risk
  • Support tax projections estimated payments and planning engagements
  • Research tax matters and communicate findings effectively
  • Help clients navigate changing tax regulations and compliance requirements
Client Service & Relationship Management
  • Build and maintain strong client relationships
  • Communicate findings recommendations and planning opportunities
  • Respond to client inquiries and assist with notices or compliance matters
  • Deliver exceptional client service and responsiveness
  • Support year-round advisory discussions
Leadership & Team Development
  • Review work prepared by Associates
  • Provide coaching mentoring and technical guidance
  • Assist with staff development and training initiatives
  • Coordinate engagement workflows and project completion
  • Help develop future leaders within the tax practice
Qualifications
Required
  • Bachelors Degree in Accounting or related field
  • Eligible to sit for the CPA Exam
  • 35 years of public accounting tax experience
  • Experience preparing and reviewing business and individual tax returns
  • Strong analytical and problem-solving abilities
  • Excellent verbal and written communication skills
  • Ability to work effectively in a team environment
Who Thrives Here

The ideal candidate:

  • Wants to continue progressing toward Tax Manager and beyond
  • Enjoys building strong client relationships
  • Has a passion for tax planning and advisory work
  • Takes pride in mentoring junior professionals
  • Values flexibility and work-life balance
  • Enjoys solving complex tax issues
  • Seeks long-term career growth within public accounting
Benefits
  • Competitive compensation package
  • Performance-based bonus opportunities
  • Medical dental and vision insurance
  • 401(k) retirement plan
  • Life insurance coverage
  • Short-term and long-term disability insurance
  • Four weeks paid time off
  • Twelve paid holidays including floating holidays
  • Family leave programs
  • Ongoing training and development
  • Wellness programs and resources
  • Work-from-anywhere flexibility
  • Strong career advancement opportunities
What Makes This Opportunity Different

Many Senior Tax Associate opportunities focus solely on tax return preparation.

This role offers significantly more.

Youll 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 firms 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 youre 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 wed love to speak with you confidentially.