Wertz & Associates, LLC

Senior Tax Accountant

Wertz & Associates, LLC  •  $85k - $120k/yr  •  Chandler, AZ (Hybrid)  •  16 hours ago
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Job Description

Construction Tax | Business Advisory | Career Growth | Work-Life Balance

Compensation: $85,000 - $120,000 Base + Performance Bonus Opportunities

Location: Chandler, Arizona

Schedule: Hybrid

Our client, a well-established CPA and advisory firm in the Phoenix metro area, is seeking a Senior Tax Accountant to join its growing tax practice.

This is more than a traditional tax preparation role.

It's an opportunity to work closely with business owners, construction companies, real estate investors, and closely held businesses while expanding your expertise in tax planning, advisory services, and complex business taxation.

Unlike many firms where professionals spend excessive hours chasing paperwork and administrative tasks, this firm has built efficient workflows, strong support systems, and a technology-driven environment that allows accountants to focus on serving clients and solving problems.

Perhaps most importantly, the firm believes public accounting should be sustainable. Team members generally work a 40-hour workweek throughout the year, with approximately 50-hour workweeks during tax season (February 15 through April 15).

Why This Opportunity Stands Out

  • $85,000 - $120,000 base salary
  • Performance-based bonus opportunities
  • Hybrid work environment
  • 40-hour standard workweeks
  • Approximately 50-hour busy season workweeks
  • Strong work-life balance culture
  • Partner-track opportunities
  • Direct interaction with business owners
  • Advisory-focused client work
  • Established and respected CPA firm
  • Collaborative team environment
  • Technology-forward, paperless office

About the Firm

Our client has served businesses and individuals throughout the Phoenix metro area for more than 20 years.

The firm specializes in helping:

  • Construction Companies
  • Real Estate Businesses
  • Closely Held Businesses
  • Entrepreneurs
  • Partnerships
  • Corporations
  • Business Owners and Investors

Services provided include:

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

The firm's philosophy centers around long-term client relationships and providing practical advice that helps businesses grow and succeed.

The Opportunity

As a Senior Tax Accountant, you'll take ownership of client engagements while working directly with Managers and Partners on planning, compliance, and advisory initiatives.

You'll gain exposure to:

  • Individual Taxation
  • Partnership Taxation
  • S-Corporation Taxation
  • C-Corporation Taxation
  • Multi-State Tax Matters
  • Construction Industry Tax
  • Real Estate Tax Planning
  • Business Advisory Services
  • Client Relationship Management
  • Staff Development & Mentoring

This role provides an ideal combination of technical tax work, client interaction, and long-term career development.

Key Responsibilities

Tax Compliance & Review

  • Prepare and review individual, partnership, corporate, trust, and consolidated tax returns
  • Prepare estimated tax calculations and extensions
  • Develop supporting schedules and workpapers
  • Maintain compliance with federal, state, and local tax regulations
  • Ensure high standards of accuracy and quality

Tax Planning & Advisory

  • Research complex tax issues and recommend solutions
  • Assist clients with proactive tax planning strategies
  • Identify opportunities to improve tax efficiency
  • Support quarterly and year-end planning initiatives
  • Stay current on tax law and regulatory developments

Client Service

  • Communicate directly with clients regarding tax matters
  • Develop strong client relationships
  • Assist with information gathering and project coordination
  • Provide updates and respond to client questions
  • Deliver exceptional service throughout the year

Leadership & Mentorship

  • Review work prepared by associates and interns
  • Provide coaching and constructive feedback
  • Assist with training initiatives
  • Support team development efforts
  • Collaborate with managers and partners on complex engagements

Construction Industry Specialization

Professionals with experience in any of the following areas are highly encouraged to apply:

  • Percentage-of-Completion Accounting
  • Section 460
  • Look-Back Calculations
  • Job Costing
  • Cost Segregation Studies
  • Bonding & Surety Reporting
  • Multi-Entity Structures

Don't have construction experience?

That's okay.

The firm is willing to invest in strong public accounting professionals who want to build highly marketable expertise in construction and real estate taxation.

Qualifications

Required

  • Bachelor's Degree in Accounting or related field
  • 2+ years of public accounting tax experience
  • Experience preparing individual and business tax returns
  • CPA, EA, or active progress toward certification
  • Strong understanding of federal and state taxation
  • Excellent communication and organizational skills
  • Strong attention to detail
  • Ability to manage multiple engagements and deadlines

Benefits

  • Competitive compensation package
  • Performance-based bonus opportunities
  • Health insurance
  • Dental insurance
  • Vision insurance
  • Life insurance
  • 401(k) with 3% employer contribution
  • 22 days of PTO plus holidays
  • Flexible scheduling
  • Half-day Fridays
  • CPA exam and professional development support
  • Technology-forward paperless environment
  • Partner-track opportunities
  • Ongoing mentoring and training

What Makes This Opportunity Different?

Many Senior Tax Accountant positions focus heavily on compliance and long hours.

This opportunity combines meaningful tax planning, client advisory work, career advancement, and one of the more manageable public accounting schedules you'll find. You'll develop specialized expertise, work closely with business owners, and build the skills necessary to advance into management and leadership positions.

The combination of strong culture, career growth, manageable busy seasons, and partner-track potential makes this an exceptional opportunity for a public accounting professional seeking a long-term home.

About Our Client

Our client is a respected CPA and advisory firm recognized for providing exceptional service, strong client relationships, and a collaborative work environment. Through investment in technology, people, and professional development, the firm has built a culture where accountants can continue growing while maintaining balance and flexibility.

If you're a Senior Tax Accountant, Tax Senior, CPA, EA, or public accounting professional seeking stronger client relationships, specialized expertise, and outstanding work-life balance, 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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