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Tax AssociateTax Advisor EACPA

Wertz & Associates


Job Location:

Layton, UT - USA

Monthly Salary: Not provided by the employer
Posted: 1 September 2026 (24 days ago)
Application Deadline: 29 November 2026
Vacancies: 1 Vacancy

Job Summary

Tax Associate/TaxAdvisor
Tax Planning Client Advisory Leadership Growth Build Something Meaningful

Compensation: $70000$120000 Base Performance Incentives Career Advancement Opportunities

Location: Layton UT USA
Schedule: Flexible Hybrid

Our client is seeking an experienced CPA or Enrolled Agent (EA) to join a growing tax and advisory practice focused on helping individuals business owners and entrepreneurs make informed financial decisions year-round.

This is not a traditional tax preparation position.

Instead youll serve as a trusted advisor helping clients navigate complex tax matters identify planning opportunities solve problems proactively and make strategic decisions that positively impact their businesses and financial futures.

The firm has built a strong support structure that enables tax professionals to focus on advisory work tax planning consulting and client relationships rather than spending excessive time on administrative tasks.

If youre looking for an opportunity to leverage your tax expertise while building meaningful client relationships and expanding your leadership responsibilities wed welcome a confidential conversation.

Why This Opportunity Stands Out
  • $70000$120000 base compensation
  • Performance-based incentive opportunities
  • Flexible and hybrid work arrangements
  • Strong bookkeeping and administrative support
  • Direct client advisory responsibilities
  • Opportunity to work closely with business owners and successful individuals
  • Professional development and continuing education support
  • Retirement plan options
  • Paid time off and holidays
  • Clear path toward leadership and practice growth
  • Potential long-term ownership opportunities for top performers
  • Senior Tax Advisor -> Tax Manager -> Director of Tax Firm Leadership

Exceptional candidates with advanced tax planning expertise significant review experience or demonstrated leadership capabilities may be eligible for compensation beyond the posted range.

About the Opportunity

This role is ideal for a tax professional who enjoys working directly with clients and wants to play a larger role in helping them achieve their goals.

Youll have the opportunity to provide guidance on:

  • Individual Tax Planning
  • Business Tax Strategy
  • S-Corporation Taxation
  • Partnership Taxation
  • Tax Projections & Forecasting
  • IRS & State Notice Resolution
  • Entity Structure Planning
  • Business Advisory Services
  • Financial Decision-Making Support

This position offers a balance of technical tax work client interaction and leadership development.

Key Responsibilities
Tax Planning & Consulting
  • Meet directly with individual and business clients
  • Develop proactive tax-saving strategies
  • Prepare and review tax projections
  • Identify opportunities to improve tax efficiency
  • Assist clients with year-round planning initiatives
Tax Compliance & Review
  • Prepare and review complex individual and business tax returns
  • Review supporting documentation and workpapers
  • Ensure compliance with federal and state tax regulations
  • Research complex tax issues and develop practical solutions
  • Maintain high technical and quality standards
Client Relationship Management
  • Build trusted long-term relationships with clients
  • Explain tax concepts and strategies in a clear understandable manner
  • Serve as a primary resource for tax-related questions
  • Provide proactive communication throughout the year
  • Deliver exceptional service and responsiveness
Problem Resolution
  • Respond to IRS and state tax notices
  • Assist with tax controversy and compliance matters
  • Collaborate with bookkeeping and accounting teams
  • Resolve reporting issues and identify corrective actions
  • Help clients address complex tax situations effectively
Leadership & Practice Development
  • Mentor and support developing tax professionals
  • Review work and provide coaching and feedback
  • Assist with process improvements and workflow enhancements
  • Contribute ideas that improve client service and operational efficiency
  • Support continued growth of the tax practice
Qualifications
Required
  • Active CPA or Enrolled Agent (EA) credential
  • Public accounting or professional tax experience
  • Strong knowledge of individual taxation
  • Experience with business returns including partnerships and S corporations
  • Excellent written and verbal communication skills
  • Strong analytical and problem-solving abilities
Preferred
  • Experience leading client meetings
  • Tax review experience
  • Strategic tax planning experience
  • IRS representation or notice resolution experience
  • Staff mentoring or supervisory experience
  • Interest in business consulting and advisory work
Who Thrives Here

The ideal candidate:

  • Enjoys helping clients solve problems
  • Wants to move beyond basic tax preparation
  • Values long-term client relationships
  • Communicates effectively with business owners
  • Enjoys mentoring and developing others
  • Takes a proactive and consultative approach
  • Wants long-term career growth and increasing responsibility
Benefits
  • Competitive compensation package
  • Performance-based incentives
  • Flexible work arrangements
  • Hybrid scheduling options
  • Paid time off and holidays
  • Retirement planning options
  • Continuing education support
  • Professional development opportunities
  • Strong administrative and operational support
  • Leadership advancement opportunities
  • Long-term growth potential
What Makes This Opportunity Different

Many tax professionals spend their careers focused almost entirely on compliance work.

This opportunity offers the chance to become a true advisor.

Youll spend time helping clients make important decisions identifying planning opportunities reviewing complex work and delivering meaningful tax strategies rather than being consumed by administrative responsibilities or seasonal compliance demands.

The firms support structure allows professionals to focus on what they do best: advising clients solving problems and creating value.

About Our Client

Our client is a growing tax and advisory firm committed to delivering personalized service and practical solutions to individuals and businesses. Through a combination of technical expertise strong client relationships and an employee-focused culture the firm has built an environment where professionals can continue developing their skills while maintaining balance and enjoying meaningful work.

Team members benefit from leadership accessibility ongoing professional development strong support resources and the opportunity to play a significant role in the future growth of the organization.

If youre a CPA or EA seeking greater client interaction advisory-focused work leadership opportunities and a long-term career path wed love to speak with you confidentially.