Wertz & Associates, LLC

Senior Tax Accountant, CPA

Wertz & Associates, LLC  •  Grand Rapids, MI (Remote)  •  1 hour ago
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Job Description

Senior Tax Accountant, CPA

Tax Advisory | Client Relationships | Path to Leadership | Work-Life Balance

Compensation: $85,000–$115,000 Base + Bonus

Location: Grand Rapids, Michigan

Our client, a well-established public accounting and advisory firm serving West Michigan for more than 35 years, is seeking a Senior Tax Accountant to join its growing tax practice.

This is an ideal role for a tax professional who wants more than simply preparing returns. You'll work directly with business owners, entrepreneurs, and families while developing your expertise in tax planning, business consulting, and client advisory services.

Unlike larger firms, you'll have direct access to firm leadership and meaningful involvement in client relationships from day one.

Why This Opportunity Stands Out

  • $85,000–$115,000 base salary
  • Performance bonus opportunity
  • Flexible scheduling
  • Strong work-life balance culture
  • Direct client interaction
  • Broad exposure to tax planning and consulting
  • Family-friendly environment
  • Clear path to Supervisor and Manager roles
  • Diverse privately held business client base
  • Direct access to partners and leadership

The Opportunity

As a Senior Tax Accountant, you'll work closely with clients and leadership on tax compliance, tax planning, and advisory engagements while continuing to develop technical and leadership skills.

You'll gain exposure to:

  • Closely held businesses
  • Family-owned companies
  • Real estate investors
  • Manufacturing & distribution companies
  • Professional service firms
  • Trust and estate taxation
  • Business succession planning

Key Responsibilities

Tax Planning & Compliance

  • Prepare and review individual, corporate, partnership, S-Corporation, and fiduciary returns
  • Identify proactive tax planning opportunities
  • Research tax issues and communicate solutions
  • Stay current with federal and state tax developments

Client Service

  • Build relationships with business owners and decision-makers
  • Participate in planning meetings and client consultations
  • Deliver exceptional client service and responsiveness

Professional Development

  • Assist with training and mentoring junior staff
  • Review work and provide feedback
  • Continue building leadership capabilities

Qualifications

Required

  • Bachelor's Degree in Accounting
  • CPA or CPA candidate preferred
  • 2–5 years of public accounting experience
  • Experience preparing business and individual tax returns
  • Strong communication and organizational skills

Preferred

  • Experience with closely held businesses
  • Trust and estate taxation exposure
  • QuickBooks experience
  • Prior client-facing experience

Benefits

  • Performance bonus opportunity
  • Flexible scheduling
  • Hybrid work flexibility
  • Health, dental, and vision insurance
  • 401(k) retirement plan
  • Paid time off and holidays
  • Continuing education support
  • CPA assistance and professional development
  • Mentorship and advancement opportunities

About Our Client

Our client has built a reputation as a trusted advisor to privately held businesses and families throughout West Michigan. The firm offers tax, audit, consulting, business valuation, succession planning, outsourced accounting, and advisory services while maintaining a culture built on responsiveness, integrity, flexibility, and long-term relationships.

If you're looking to build your career with a firm that values both professional development and 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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