Wertz & Associates, LLC

Senior Tax Accountant

Wertz & Associates, LLC  •  $95k - $125k/yr  •  Livonia, MI (Hybrid)  •  12 hours ago
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Job Description

Senior Tax Accountant

Tax Planning | Business Advisory | Client Relationships | Clear Path to Tax Manager

Compensation: $95,000 - $125,000 Base + Performance Bonus Opportunities

Location: Livonia, Michigan

Schedule: Flexible Hybrid

Our client, a highly respected CPA and advisory firm, is seeking a Senior Tax Accountant to join its growing team in Livonia.

This is more than a traditional tax preparation role.

It's an opportunity to become a trusted advisor to business owners, entrepreneurs, families, and closely held businesses while developing deeper expertise in tax planning, consulting, and client service.

The firm has built its reputation on long-term relationships, personalized service, technical excellence, and helping clients make better financial decisions. Team members work directly with clients, contribute ideas, and have the opportunity to make a meaningful impact that extends far beyond tax compliance.

If you're a public accounting professional looking for a firm where your work is valued, your client relationships matter, and your career growth is encouraged, we'd welcome a confidential conversation.

Why This Opportunity Stands Out

  • $95,000 - $125,000 base salary
  • Performance-based bonus opportunities
  • Flexible hybrid work environment
  • Established and growing CPA and advisory firm
  • Strong focus on client relationships and advisory services
  • Direct interaction with business owners and decision-makers
  • Exposure to a diverse client base and industries
  • Collaborative and supportive leadership team
  • Meaningful mentorship and professional development
  • Clear path toward Tax Manager and future leadership opportunities
  • Stable client base with long-term relationships

About the Firm

Our client provides a broad range of tax, accounting, and advisory services to individuals, families, entrepreneurs, and privately held businesses.

The firm's philosophy centers around helping clients make informed financial decisions through proactive planning, responsive service, and trusted advice.

Rather than viewing tax as a once-a-year event, the firm works closely with clients throughout the year to identify opportunities, solve problems, and support long-term success.

The Opportunity

As a Senior Tax Accountant, you'll play a key role in managing client engagements while working closely with firm leadership and clients.

You'll gain experience with:

  • Individual Tax Returns
  • Partnership Taxation
  • S-Corporation Taxation
  • Corporate Taxation
  • Multi-State Tax Matters
  • Tax Planning Strategies
  • Business Advisory Services
  • Accounting & Consulting Support
  • Client Relationship Management

This position combines technical tax expertise with client-facing advisory responsibilities and long-term career development.

Key Responsibilities

Tax Compliance & Review

  • Prepare and review individual, partnership, S-corporation, and corporate tax returns
  • Review workpapers and supporting documentation
  • Ensure compliance with federal, state, and local tax regulations
  • Assist with tax notices and tax authority correspondence
  • Maintain accuracy, efficiency, and high-quality standards

Tax Planning & Advisory

  • Assist clients with proactive tax planning strategies
  • Identify opportunities to reduce tax exposure and improve outcomes
  • Research technical tax issues and prepare recommendations
  • Support business and individual planning initiatives
  • Stay current on tax law developments and regulatory changes

Client Service & Relationship Management

  • Develop and maintain strong client relationships
  • Communicate directly with business owners and individual clients
  • Respond to client questions and provide ongoing support
  • Assist clients with planning, decision-making, and problem solving
  • Serve as a trusted resource throughout the year

Leadership & Mentorship

  • Assist in training and mentoring junior staff
  • Review work prepared by less experienced team members
  • Share technical knowledge and best practices
  • Help improve workflow processes and engagement efficiency
  • Support team development initiatives

Qualifications

Required

  • Bachelor's Degree in Accounting or related field
  • 3+ years of public accounting tax experience
  • Experience preparing business and individual tax returns
  • Strong understanding of federal and state tax regulations
  • Excellent communication and interpersonal skills
  • Strong attention to detail and organizational abilities
  • Ability to manage multiple deadlines and projects simultaneously

Preferred

  • CPA license or active CPA candidate
  • Tax planning experience
  • Experience reviewing returns and workpapers
  • Strong client-facing skills
  • Advisory or consulting experience

Who Thrives Here?

The ideal candidate:

  • Enjoys building long-term client relationships
  • Wants exposure to advisory and consulting work
  • Takes pride in delivering exceptional client service
  • Enjoys solving complex tax challenges
  • Wants to continue growing technically and professionally
  • Values teamwork, collaboration, and mentorship
  • Seeks a clear path toward leadership opportunities

Benefits

  • Competitive compensation package
  • Performance-based bonus opportunities
  • Flexible hybrid scheduling
  • Professional development support
  • Continuing education assistance
  • CPA support
  • Collaborative team environment
  • Strong advancement potential
  • Meaningful client interaction

What Makes This Opportunity Different?

Many Senior Tax Accountant positions focus primarily on preparing returns and meeting deadlines.

This opportunity provides meaningful exposure to tax planning, client advisory work, relationship management, and business consulting. You'll work directly with clients throughout the year, helping them navigate important financial decisions while developing the skills needed for future leadership opportunities.

The combination of technical growth, client interaction, mentorship, and advancement potential makes this an outstanding opportunity for a public accounting professional seeking more than just another tax season.

About Our Client

Our client is a respected CPA and advisory firm known for personalized service, technical expertise, and long-standing client relationships. Through a collaborative culture and commitment to employee development, the firm provides professionals with the support, flexibility, and opportunities needed to build rewarding long-term careers.

If you're a Senior Tax Accountant, Tax Senior, CPA, or experienced public accounting professional seeking greater client exposure, advisory opportunities, and a clear path toward management, we'd love to speak with you confidentially.

Wertz & Associates, LLC

About Wertz & Associates, LLC

Wertz & Associates is a specialized recruitment firm focused exclusively on the CPA, Legal, and Financial Services sectors. We partner with public accounting firms, law practices, and financial organizations across the United States to deliver highly qualified Tax, Audit, Advisory, and Legal professionals.

Our mission is simple: to connect exceptional people with exceptional firms.

Our approach is precise, confidential, and relationship‑driven. We take time to understand each client’s goals, team structure, culture, and technical requirements—allowing us to deliver candidates who align both professionally and personally.

Our Specialties

• Tax (Staff to Partner)

• Audit & Assurance

• Advisory & Consulting

• Legal (Associates to Partners)

• Financial Services & Corporate Finance

Who We Serve

• Top 100 Public Accounting Firms

• Regional & Boutique CPA Firms

• Law Firms (Boutique, Top 100/200 AM Law)

• Financial Services Organizations

• High‑growth Advisory Practices

Why Clients Choose Us

✔ Deep niche expertise

✔ Nationwide candidate network

✔ Accurate, high‑quality search

✔ Transparent communication

✔ Long‑term partnership approach

If you’re looking to grow your team or explore a new career opportunity, we’d be happy to connect.

🌐 www.wertzandassoc.com

📧 Johnw@wertzandassoc.com

Industry
HR & Recruiting
Company Size
Unknown
Headquarters
Midland, MI
Year Founded
Unknown
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