Tax Associate/Tax Advisor EA/CPA

Wertz & Associates • Layton, UT

5d • Hybrid

About The Position

Our client is seeking an experienced CPA or Enrolled Agent (EA) to join a growing tax and advisory practice focused on helping individuals, business owners, and entrepreneurs make informed financial decisions year-round. This is not a traditional tax preparation position. Instead, you'll serve as a trusted advisor, helping clients navigate complex tax matters, identify planning opportunities, solve problems proactively, and make strategic decisions that positively impact their businesses and financial futures. The firm has built a strong support structure that enables tax professionals to focus on advisory work, tax planning, consulting, and client relationships rather than spending excessive time on administrative tasks. If you're looking for an opportunity to leverage your tax expertise while building meaningful client relationships and expanding your leadership responsibilities, we'd welcome a confidential conversation.

Requirements

• Active CPA or Enrolled Agent (EA) credential
• Public accounting or professional tax experience
• Strong knowledge of individual taxation
• Experience with business returns, including partnerships and S corporations
• Excellent written and verbal communication skills
• Strong analytical and problem-solving abilities

Nice To Haves

• Experience leading client meetings
• Tax review experience
• Strategic tax planning experience
• IRS representation or notice resolution experience
• Staff mentoring or supervisory experience
• Interest in business consulting and advisory work

Responsibilities

• Meet directly with individual and business clients
• Develop proactive tax-saving strategies
• Prepare and review tax projections
• Identify opportunities to improve tax efficiency
• Assist clients with year-round planning initiatives
• Prepare and review complex individual and business tax returns
• Review supporting documentation and workpapers
• Ensure compliance with federal and state tax regulations
• Research complex tax issues and develop practical solutions
• Maintain high technical and quality standards
• Build trusted, long-term relationships with clients
• Explain tax concepts and strategies in a clear, understandable manner
• Serve as a primary resource for tax-related questions
• Provide proactive communication throughout the year
• Deliver exceptional service and responsiveness
• Respond to IRS and state tax notices
• Assist with tax controversy and compliance matters
• Collaborate with bookkeeping and accounting teams
• Resolve reporting issues and identify corrective actions
• Help clients address complex tax situations effectively
• Mentor and support developing tax professionals
• Review work and provide coaching and feedback
• Assist with process improvements and workflow enhancements
• Contribute ideas that improve client service and operational efficiency
• Support continued growth of the tax practice

Benefits

• Competitive compensation package
• Performance-based incentives
• Flexible work arrangements
• Hybrid scheduling options
• Paid time off and holidays
• Retirement planning options
• Continuing education support
• Professional development opportunities
• Strong administrative and operational support
• Leadership advancement opportunities
• Long-term growth potential

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: No Education Listed