Tax Supervisor

Wertz & Associates•Medina, OH

13d•Hybrid

About The Position

Our client, a highly respected and rapidly growing public accounting and advisory firm, is seeking a Tax Supervisor to join its expanding tax practice. This is more than a traditional supervisory role. It's an opportunity to work closely with privately held businesses, business owners, high-net-worth individuals, trusts, and family enterprises while helping lead client engagements, mentor future professionals, and continue building your leadership career within a thriving advisory-focused firm. The firm has earned an outstanding reputation for delivering sophisticated tax, accounting, and consulting solutions while maintaining the culture, collaboration, and work-life balance professionals often struggle to find in public accounting. If you're looking for a role that combines technical tax expertise, client advisory services, staff development, and a clear path toward future leadership, we'd welcome a confidential conversation.

Requirements

Bachelor's Degree in Accounting, Finance, or related field required
4–6 years of progressive public accounting experience
Strong tax compliance and planning experience
Experience reviewing tax engagements and supervising staff
Strong communication and relationship-building skills
High level of professionalism, integrity, and client service

Nice To Haves

Master's Degree preferred
CPA license, CPA candidate, or EA designation acceptable
Estate, Gift & Trust taxation experience preferred
International tax exposure is a plus

Responsibilities

Review and oversee individual, corporate, partnership, fiduciary, and multi-entity tax engagements
Develop proactive tax planning strategies that help clients preserve wealth and achieve financial objectives
Research and resolve complex federal, state, and local tax matters
Identify planning opportunities and deliver value-added recommendations
Stay current on tax law changes and emerging opportunities
Build and strengthen long-term client relationships
Serve as a trusted resource for tax and business-related matters
Communicate complex tax concepts in a practical and understandable way
Help identify opportunities to deepen advisory relationships and expand services
Supervise Associates and Senior Associates
Review workpapers and tax returns for quality and accuracy
Provide coaching, mentorship, and constructive feedback
Support team development and future leadership growth
Assist with engagement planning and workflow management
Identify opportunities to provide additional services to existing clients
Participate in networking and business development activities
Contribute to practice development and client retention initiatives
Support the firm's commitment to exceptional service and long-term client success