About this opportunity
Wertz & Associates lists this Tax Supervisor, CPA/CPA Candidate/EA opportunity in westlake, Ohio. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Tax Supervisor, CPA/CPA Candidate/EA
Tax Advisory | Leadership Development | Client Relationships | Hybrid Flexibility
Compensation: $95,000–$120,000 Base + Performance Bonus + Career Advancement
Location: Westlake, Ohio (Hybrid)
Schedule : Flexible Hybrid
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.
Why This Opportunity Stands Out
$95,000–$120,000 base salary
Performance-based bonus opportunity
Hybrid work schedule
CPA reimbursement program
Strong mentorship and career development
Exposure to sophisticated tax planning engagements
Diverse client portfolio and industries
Direct access to firm leadership
Opportunity to supervise and mentor staff
Family-oriented and collaborative culture
Clear advancement path to Tax Manager
Exceptional candidates with advanced tax planning experience, estate and trust expertise, international tax exposure, or strong leadership capabilities may be considered above the posted compensation range.
About the Firm
Our client has spent more than three decades serving businesses, entrepreneurs, families, and organizations throughout Northeast Ohio.
The firm provides a wide range of services including:
Tax Planning & Compliance
Business Advisory Services
Accounting & Assurance
Outsourced Accounting
Business Consulting
Estate & Succession Planning
Valuation Services
Strategic Growth Advisory
Clients range from closely held and family-owned businesses to high-net-worth individuals and multi-generational family groups.
Professionals are encouraged to think beyond compliance and become trusted business advisors who deliver meaningful value throughout the year.
The Opportunity
As a Tax Supervisor, you'll play a key role in managing tax engagements, reviewing returns, mentoring staff, and helping clients navigate increasingly complex tax matters.
You'll work closely with managers, directors, and partners while gaining valuable exposure to:
Tax Planning & Advisory Services
Business Taxation
Individual Taxation
Estate & Trust Taxation
Multi-State Tax Matters
Client Relationship Management
Staff Development & Supervision
This role offers an excellent opportunity for a professional looking to continue building leadership skills while maintaining strong technical development.
Key Responsibilities
Tax Compliance & Planning
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
Client Advisory Services
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
Leadership & Team Development
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
Technical Development
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
Qualifications
Required
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
The ideal candidate:
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
Benefits
Performance-based bonus opportunity
Hybrid work schedule
CPA reimbursement program
401(k) with company contribution
Paid holidays
Generous paid time off
Professional development support
Continuing education assistance
Leadership and mentorship programs
Professional denim dress code
Strong work-life balance culture
Long-term advancement opportunities
What Makes This Opportunity Different?
Many Tax Supervisor positions focus solely on tax return review and deadline management.
This opportunity provides a broader platform for growth.
Professionals gain significant exposure to client advisory work, tax planning, leadership development, and relationship management while working directly alongside experienced managers, directors, and partners. The result is a role designed to accelerate both technical and leadership development while positioning you for future management opportunities.
About Our Client
Our client is a well-established public accounting and advisory firm that has earned a reputation for delivering exceptional service while investing heavily in its people. The firm believes that long-term success is built through strong client relationships, professional excellence, continuous learning, and a culture where employees are supported both personally and professionally.
As the firm continues to grow, they are seeking ambitious professionals who are passionate about client service, leadership, and building long-term careers within public accounting.
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Who can apply
Review the original listing for work authorization, qualifications and employer requirements.