Wertz & Associates, LLC

Tax Advisor

Wertz & Associates, LLC  •  $80k - $110k/yr  •  Meridian, ID (Onsite)  •  4 hours ago
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Job Description

Tax Advisor

Tax Planning | Business Advisory | Client-Focused CPA Firm

Compensation: $80,000-$110,000 Base + Bonus Opportunities

Location: Meridian, Idaho (In-Office)

Our client, a well-established and growing public accounting firm in the Treasure Valley, is seeking a Tax Advisor to join its team.

This is more than a traditional tax preparation role.

It's an opportunity to work directly with business owners, entrepreneurs, and individuals while providing proactive tax planning, business advisory, and accounting solutions that help clients achieve their financial goals.

The firm is known for its relationship-driven approach, personalized client service, and commitment to helping clients navigate complex financial decisions. Professionals enjoy meaningful client interaction, a collaborative team environment, and the opportunity to expand their advisory capabilities beyond tax compliance.

Why This Opportunity Stands Out

  • $80,000-$110,000 base salary
  • Performance-based bonus opportunities
  • Established and growing CPA firm
  • Direct client interaction and advisory responsibilities
  • Diverse mix of tax, accounting, and consulting work
  • Opportunity to work closely with business owners
  • Strong emphasis on tax planning and business advisory services
  • Collaborative and supportive team environment
  • Professional growth and advancement opportunities
  • CPA and EA support for qualified candidates

The Opportunity

As a Tax Advisor, you'll work closely with clients to provide tax compliance, planning, and advisory services while helping businesses and individuals make informed financial decisions.

You'll gain experience with:

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

This role offers an outstanding combination of technical tax work, consulting, and client advisory responsibilities.

Key Responsibilities

Tax Preparation & Compliance

  • Prepare and review individual and business tax returns
  • Ensure compliance with federal and state tax regulations
  • Prepare supporting workpapers and documentation
  • Assist with tax notices and tax authority inquiries
  • Maintain high standards of accuracy and quality

Tax Planning & Advisory

  • Identify proactive tax-saving opportunities
  • Research tax issues and provide practical solutions
  • Assist clients with tax planning strategies and projections
  • Stay current on tax law changes and developments
  • Support business consulting and advisory engagements

Client Service

  • Develop and maintain strong client relationships
  • Communicate directly with business owners and individual clients
  • Assist clients with tax, financial, and operational questions
  • Deliver responsive and professional service
  • Serve as a trusted resource throughout the year

Accounting & Consulting Support

  • Assist with accounting and bookkeeping projects
  • Review financial information to support tax planning initiatives
  • Help clients improve financial reporting processes
  • Support business advisory engagements and special projects

Qualifications

Required

  • Bachelor's Degree in Accounting or related field
  • At least 3+ years of public accounting experience required
  • Experience preparing individual and business tax returns
  • Strong understanding of federal and state tax regulations
  • Excellent communication and interpersonal skills
  • Strong organizational and time management abilities
  • Ability to manage multiple client engagements and deadlines

Preferred

  • CPA license
  • Enrolled Agent (EA) designation
  • Tax planning and advisory experience
  • Strong client-facing experience

Who Thrives Here?

The ideal candidate:

  • Enjoys working directly with clients
  • Wants to become a trusted advisor
  • Has a passion for tax planning and problem solving
  • Values relationship-based client service
  • Enjoys helping businesses succeed
  • Takes pride in producing high-quality work
  • Wants long-term growth within public accounting

Benefits

  • Competitive compensation package
  • Performance bonus opportunities
  • Health benefits
  • Paid time off
  • Professional development support
  • CPA and continuing education assistance
  • Collaborative team culture
  • Long-term advancement opportunities

What Makes This Opportunity Different?

Many tax positions focus primarily on tax return preparation.

This opportunity provides meaningful exposure to tax planning, business advisory services, accounting support, and year-round client consulting. You'll work directly with business owners and individuals, helping them make informed financial decisions and providing solutions that create lasting value beyond tax season.

The combination of advisory exposure, client interaction, technical development, and career growth makes this an exceptional opportunity for a Tax Advisor looking to continue building a successful public accounting career.

About Our Client

Our client is a growing public accounting firm committed to helping clients achieve their financial goals through personalized service, technical expertise, proactive tax planning, and business advisory solutions. The firm's reputation has been built on strong client relationships, trusted advice, and a commitment to helping both clients and employees succeed.

If you're a Tax Advisor, CPA, or EA with at least 3 years of public accounting experience seeking greater client interaction, advisory exposure, 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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