Tax Supervisor, CPA/CPA Candidate/EA

Wertz & Associates•Westlake, OH

5d•Hybrid

About The Position

Our client, a highly respected and growing public accounting and advisory firm, is seeking a talented Tax Supervisor to join its expanding tax practice. This opportunity is ideal for a high-performing Tax Senior or early-career Tax Supervisor looking to take the next step into leadership while continuing to build technical expertise, client relationships, and advisory experience. For more than 35 years, the firm has built a reputation for exceptional client service, professional development, and a people-first culture that prioritizes both career growth and personal well-being. Professionals enjoy significant client interaction, strong mentorship, and a collaborative environment where contributions truly matter. If you're seeking a role that combines technical tax work, leadership development, tax planning exposure, and a clear path toward Tax Manager, we'd welcome a confidential conversation.

Requirements

Bachelor's Degree in Accounting, Finance, or related field
CPA, CPA candidate (150/120 hours completed), or EA designation
4–6 years of public accounting tax experience
Experience preparing and reviewing business and individual tax returns
Strong communication and relationship-building skills
Proficiency with Excel and tax research software
Strong organizational and project-management skills

Nice To Haves

Wants to continue progressing toward Tax Manager and beyond
Enjoys mentoring and developing others
Values strong client relationships
Enjoys solving complex tax issues
Thinks proactively rather than reactively
Appreciates a collaborative, team-oriented culture
Wants meaningful career growth opportunities
Advanced tax planning experience
Estate and trust expertise
International tax exposure
Strong leadership capabilities

Responsibilities

Review individual, partnership, S-corporation, corporate, and fiduciary tax returns
Assist in developing proactive tax planning strategies
Identify opportunities to minimize tax liabilities and maximize client benefits
Review financial statements to identify planning opportunities and areas of risk
Stay current on federal, state, and local tax law changes
Build and strengthen client relationships
Communicate directly with clients regarding tax matters and planning opportunities
Assist with year-round advisory discussions and tax strategy initiatives
Support business owners and executives as a trusted resource
Supervise Associates and Senior Associates
Review workpapers and tax returns for quality and accuracy
Provide coaching, mentoring, and professional development support
Assist with training and onboarding initiatives
Support developing future tax leaders within the firm
Conduct tax research and communicate findings
Assist with resolving complex tax questions and issues
Support estate, gift, trust, and international tax projects when applicable
Continue building technical expertise across multiple tax disciplines