Wertz & Associates, LLC

Senior Tax Accountant

Wertz & Associates, LLC  •  $85k - $110k/yr  •  Chattanooga, TN (Hybrid)  •  16 hours ago
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Job Description

Senior Tax Accountant

Tax Planning | Business Advisory | Partner-Track Opportunity | Exceptional Culture

Compensation: $85,000 - $110,000 Base + Performance Bonus Opportunities

Location: Chattanooga, Tennessee

Schedule: Flexible Hybrid

Our client, a well-established CPA and advisory firm celebrating more than 20 years of serving the Chattanooga market, is seeking an experienced Senior Tax Accountant to join its growing team.

This is more than a traditional tax preparation position.

It's an opportunity to become a trusted advisor to business owners, entrepreneurs, and individuals while working in a firm that genuinely prioritizes relationships, culture, professional growth, and work-life balance.

The firm has built its reputation by delivering exceptional client service and practical business advice while creating an environment where professionals can build rewarding long-term careers. Team members enjoy meaningful client relationships, direct access to leadership, a collaborative culture, and the opportunity to make a real impact.

If you're looking for an opportunity where your expertise is valued, your growth is supported, and your quality of life matters, we'd welcome a confidential conversation.

Why This Opportunity Stands Out

  • $85,000 - $110,000 base salary
  • Performance-based bonus opportunities
  • Flexible hybrid work environment
  • Strong work-life balance culture
  • Partner-track potential
  • Established and respected Chattanooga CPA firm
  • Direct interaction with business owners and decision-makers
  • Strong emphasis on tax planning and advisory services
  • Opportunity to mentor and develop staff
  • Paperless, technology-forward environment
  • Collaborative team-first culture

About the Firm

Our client provides a full range of accounting, tax, and advisory services to businesses and individuals throughout the Chattanooga area.

Core service areas include:

  • Tax Planning & Preparation
  • Business Advisory Services
  • Accounting & Bookkeeping
  • Financial Statement Services
  • Business Valuation Support
  • QuickBooks Consulting
  • Strategic Business Planning

The firm's philosophy centers around building long-term relationships and helping clients make informed financial decisions throughout the year, not just during tax season.

The Opportunity

As a Senior Tax Accountant, you'll serve as a key member of the tax team while helping clients navigate increasingly complex tax matters and business decisions.

You'll gain exposure to:

  • Individual Taxation
  • Partnership Taxation
  • S-Corporation Taxation
  • C-Corporation Taxation
  • Tax Planning & Projections
  • Multi-State Tax Matters
  • Client Advisory Services
  • Business Consulting
  • Staff Development & Mentorship

This role offers an excellent combination of technical tax work, client interaction, and career advancement opportunities.

Key Responsibilities

Tax Preparation & Review

  • Prepare and review complex individual and business tax returns
  • Review tax workpapers and supporting documentation
  • Ensure compliance with federal, state, and local tax requirements
  • Maintain exceptional standards of quality and accuracy
  • Assist with complex tax engagements and special projects

Tax Planning & Advisory

  • Advise clients on tax planning strategies and opportunities
  • Research complex tax matters and develop practical solutions
  • Assist business owners with tax-efficient decision-making
  • Stay current on changing tax laws and regulations
  • Deliver proactive planning recommendations throughout the year

Client Relationships

  • Develop and maintain strong client relationships
  • Serve as a trusted advisor to business owners and individuals
  • Communicate tax matters clearly and effectively
  • Deliver exceptional responsiveness and client service
  • Help identify opportunities to provide additional value to clients

Leadership & Team Development

  • Mentor and review the work of junior professionals
  • Assist with staff development and training initiatives
  • Support engagement management and workflow planning
  • Contribute to a collaborative team culture
  • Help develop future leaders within the firm

Qualifications

Required

  • Bachelor's Degree in Accounting
  • 5+ years of public accounting experience
  • Experience preparing and reviewing business and individual tax returns
  • Experience working with closely held businesses and business owners
  • Strong technical tax knowledge
  • Excellent communication and client service skills
  • Strong organizational and time management abilities
  • Ability to manage multiple projects and deadlines simultaneously

Who Thrives Here?

The ideal candidate:

  • Enjoys serving as a trusted advisor
  • Values long-term client relationships
  • Wants exposure to planning and consulting work
  • Enjoys mentoring and helping others grow
  • Thrives in a collaborative environment
  • Appreciates flexibility and work-life balance
  • Wants a long-term path toward leadership or potential partnership

Benefits

  • Competitive compensation package
  • Performance-based bonus opportunities
  • Medical insurance
  • Dental insurance
  • Vision insurance
  • 401(k) with employer match
  • Generous PTO policy
  • Flexible scheduling
  • Continuing education support
  • Partner-track opportunities
  • Technology-forward work environment
  • Collaborative team culture

What Makes This Opportunity Different?

Many Senior Tax Accountant positions focus primarily on compliance work and deadlines.

This opportunity provides meaningful exposure to tax planning, business advisory services, client relationship development, and long-term career growth. You'll work directly with business owners, contribute to important financial decisions, and become an integral part of a firm that values both professional excellence and personal well-being.

The combination of strong culture, flexibility, client interaction, professional development, and partner-track potential makes this an outstanding opportunity for an experienced public accounting professional.

About Our Client

Our client is a respected CPA and advisory firm known for exceptional service, strong client relationships, and a people-first culture. Through collaboration, innovation, and a commitment to helping both clients and professionals thrive, the firm has created an environment where talented accountants can build rewarding and meaningful careers.

If you're a Senior Tax Accountant, Tax Senior, CPA, or experienced public accounting professional seeking stronger client relationships, meaningful advisory work, and long-term career growth, 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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