Senior Associate

Wertz & Associates•Wilmington, DE

8d•Onsite

About The Position

We are partnered with a well‑established CPA firm that provides accounting, audit, and tax services to a diverse client base. The firm is looking to add a Senior Associate to its team—someone who enjoys taking ownership of engagements, mentoring junior staff, and continuing to grow professionally in a collaborative environment. This is an excellent opportunity for a public accounting professional who wants exposure to a broad range of work and direct interaction with firm leadership.

Requirements

2+ years of public accounting experience with increasing responsibility
Bachelor's degree in Accounting
CPA license or actively working toward CPA completion
Strong understanding of accounting, audit, and tax fundamentals
Ability to manage multiple assignments and deadlines
Strong analytical, organizational, and problem‑solving skills
Professional communication skills and comfort interacting with clients
Proficiency in Microsoft Excel and Word

Responsibilities

Perform diversified accounting, audit, and tax assignments with minimal supervision
Participate in planning and scheduling client engagements
Prepare, review, and organize workpapers in accordance with professional standards
Perform audit procedures, including determining testing scope and selecting transactions
Draft financial statements, footnotes, and audit reports
Assist with identifying tax planning opportunities and communicating ideas to leadership
Prepare client correspondence and contribute to management letters
Review work prepared by junior team members and provide coaching and feedback
Act as a mentor and support the development of less experienced staff
Maintain strong client relationships and meet deadlines and budget expectations
Continue progressing professionally by working toward CPA completion, if not already licensed