Senior Associate, Tax Services

Wertz & Associates • Buckhannon, WV

36d • Hybrid

About The Position

Our client, a respected and growing public accounting and advisory firm, is seeking a Senior Associate, Tax Services to join its Buckhannon office. This is more than a traditional tax compliance role. It's an opportunity to lead client tax engagements, build trusted client relationships, mentor developing professionals, and help individuals, businesses, and trusts navigate complex tax matters while advancing your public accounting career. The firm has built a strong reputation for exceptional client service while fostering a collaborative environment where professionals can continue developing their technical expertise, leadership skills, and long-term career opportunities. If you're looking for a role that combines tax planning, client interaction, mentorship, flexibility, and advancement potential, we'd welcome a confidential conversation.

Requirements

• Bachelor's Degree in Accounting
• 3+ years of public accounting tax experience
• Experience preparing and reviewing tax returns
• Strong analytical and problem-solving abilities
• Excellent oral and written communication skills
• Strong organizational and project management skills
• Ability to manage multiple priorities and deadlines
• Commitment to delivering exceptional client service

Nice To Haves

• CPA license or active CPA candidate
• Experience reviewing business and trust returns
• Previous experience mentoring staff
• Strong technical tax knowledge

Responsibilities

• Lead tax engagements from planning through completion
• Prepare and review individual, business, and trust tax returns
• Research and resolve complex tax matters
• Ensure compliance with federal, state, and local tax regulations
• Maintain high standards of technical accuracy and quality
• Build and maintain strong client relationships
• Develop an understanding of client businesses and tax needs
• Communicate tax planning opportunities and recommendations
• Provide exceptional responsiveness and service
• Identify opportunities to help clients improve tax efficiency
• Supervise, train, and mentor Staff Associates and junior team members
• Review work performed by engagement team members
• Provide coaching, feedback, and professional development support
• Foster collaboration and engagement success
• Research and analyze complex tax issues
• Assist with tax strategy development and planning opportunities
• Draft responses to tax authority inquiries
• Stay current on tax law developments and regulatory changes
• Support clients with proactive tax-saving strategies

Benefits

• Competitive compensation package
• Performance-based bonus opportunities
• Flexible scheduling options
• Professional development opportunities
• Leadership and mentorship opportunities
• Collaborative team environment
• Career advancement potential
• Exposure to diverse clients and industries

What This Job Offers

• Job Type: Full-time
• Career Level: Senior