Senior Accountant (CPA) / Tax Reviewer

Wertz & AssociatesGainesville, FL
Onsite

About The Position

Our client, a highly respected and growth-focused public accounting and advisory firm, is seeking a Senior Accountant (CPA) / Tax Reviewer to join its expanding tax practice. This is not a traditional senior accountant role focused solely on tax preparation. This is an opportunity to serve as a trusted advisor to privately held businesses, business owners, and high-net-worth individuals while developing deeper expertise in tax review, planning, and client relationship management. The ideal candidate is a technically strong CPA who enjoys working directly with clients, reviewing sophisticated returns, solving complex tax issues, and helping mentor the next generation of accounting professionals. If you're looking for a firm where you can continue growing professionally while gaining increased exposure to advisory work and client leadership, we'd welcome a confidential conversation. As a Senior Accountant / Tax Reviewer, you'll take on a critical role within the tax practice, helping ensure quality, accuracy, and strategic value across client engagements. You'll work directly with business owners, executives, entrepreneurs, family groups, and high-net-worth individuals while expanding your expertise in tax planning, compliance, and advisory services. This role combines: Tax Review & Quality Control, High-Net-Worth Tax Planning, Client Advisory Services, Relationship Management, Staff Mentorship, and Career Advancement.

Requirements

  • Bachelor's Degree in Accounting required
  • Active CPA license required
  • 4–6 years of public accounting experience
  • Experience reviewing business and individual tax returns
  • Strong understanding of partnership, S-Corporation, fiduciary, and high-net-worth taxation
  • Strong analytical, organizational, and problem-solving abilities
  • Excellent written and verbal communication skills
  • Commitment to exceptional client service and professional excellence

Nice To Haves

  • Experience with CCH Tax, Axcess, and Engagement Manager preferred

Responsibilities

  • Perform technical reviews of partnership, S-Corporation, individual, fiduciary, and related tax returns
  • Identify planning opportunities and potential tax-saving strategies
  • Research complex tax issues and develop practical recommendations
  • Assist clients with tax planning and compliance matters throughout the year
  • Ensure work product meets the highest standards of quality and accuracy
  • Serve as a trusted resource for privately held business owners and high-net-worth clients
  • Assist clients with business, tax, and financial planning matters
  • Communicate tax strategies and recommendations clearly and effectively
  • Deliver exceptional client service while strengthening long-term relationships
  • Assist in training and developing junior professionals
  • Review work and provide constructive feedback
  • Share technical knowledge and best practices across the team
  • Contribute to a positive, collaborative culture
  • Participate in networking and relationship-building opportunities
  • Develop business development and client management skills
  • Gain exposure to sophisticated tax planning engagements
  • Continue building skills necessary for future management and leadership opportunities

Benefits

  • Competitive compensation package
  • Performance-based bonus opportunity
  • Professional development and training
  • Career advancement opportunities
  • Meaningful mentorship and leadership exposure
  • Strong collaborative culture
  • High-level client interaction and advisory experience
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