Financial Advisory - Tax Manager

Bluespring Wealth Partners, LLC; Madison (WI); On-site; USD 70,000 - 110,000; Full time

Benefits offered by this job

Competitive pay and benefits

401(k)

Health insurance

Tuition reimbursement

Training & development

Job summary

Bluespring Wealth Midwest in Madison, WI is hiring a Tax Manager to prepare individual and business returns and provide proactive tax advice. You’ll work under the Head of Tax with the Wealth Advisors to deliver comprehensive planning and timely filing for clients.

This role suits a preparer with 2–4 years of experience, a CPA or EA credential preferred, and a proven ability to manage multiple engagements during busy season while communicating clearly with clients.

Qualifications

• Two to four years of experience preparing individual or business income tax returns.
• Bachelor’s degree in accounting or related field.
• CPA or Enrolled Agent credential, or active progress toward one, preferred.
• Solid knowledge of individual taxation, including investment income, capital gains and cost basis.
• Experience with Wisconsin returns and multistate filings is a plus.
• Proficiency with tax software and Excel; strong attention to detail.

Responsibilities

• Prepare individual and business income tax returns for review by the Head of Tax.
• Reconcile client source documents against account data.
• Prepare extensions and quarterly estimated payments.
• Document workpapers with clear review notes.
• Draft responses to IRS and state notices.
• Prepare tax projections and planning analyses with the advisory team.
• Flag items needing planning discussion and involve Wealth Advisor.
• Stay current on federal and state tax law changes.
• Manage document collection and client follow-up throughout the cycle.
• Maintain client records and coordinate e-filing and payments.
• Meet with clients to review returns and discuss year-to-year changes.
• Provide proactive tax advice for the year ahead in coordination with Wealth Advisor.

Skills

Attention to detail

Client communication

Time management

Deadline-driven

Extended hours availability

Education

Bachelor’s degree in accounting or related field

CPA or Enrolled Agent credential, or progress toward one

Tools

Tax preparation software

Excel

Job description

Lead with Purpose. Partner with Impact.

Bluespring Wealth Midwest is a wealth management firm serving individuals, families, and business owners from offices in Madison, Milwaukee, and Minneapolis. The firm brings three established practices together as one team of more than 40 people, and it is a member firm of Bluespring Wealth Partners, a national platform that provides the technology, operations, and support behind our local teams.

Our work sits at the intersection of wealth and taxes. Our tax professionals work in house, alongside the advisors who build each client’s plan, so a return is prepared with the full financial picture in view and planning opportunities surface while there is still time to act on them. Many of our clients lead complicated financial lives: business owners approaching an exit, executives with concentrated stock, families managing wealth across generations, and people stepping into retirement.

The Tax Manager prepares individual and business income tax returns for clients enrolled in the firm’s tax services and keeps each engagement moving from document collection through filing. The role works under the review of the Head of Tax, alongside the Tax Lead and Tax Administrator, and in close contact with the Wealth Advisors and Financial Planning Specialists who serve the same clients. The Tax Manager also meets with clients periodically to review their returns and provide proactive tax advice. This position suits a preparer with two to four years of experience who produces careful, accurate work, stays composed through filing season, and is ready to advise clients directly.

What You’ll Do

• Prepare individual and business income tax returns, including Forms 1040, 1065, and 1120-S and the related state filings, for review by the Head of Tax.
• Reconcile client source documents, including brokerage 1099s, K-1s, and cost basis records, against the account data the firm already holds.
• Prepare extensions and quarterly estimated payment calculations.
• Document workpapers so every return can be reviewed and supported, and clear review notes promptly.
• Draft responses to IRS and state notices for review.

Planning Support

• Prepare tax projections and scenario analyses, such as Roth conversions, gain harvesting, and charitable giving, with the Tax Lead and the advisory team.
• Flag items on a return that raise a planning question and bring them to the client’s Wealth Advisor.
• Stay current on federal and state tax law changes affecting individuals and closely held businesses.

Engagement Administration

• Manage document collection and client follow-up throughout the tax cycle in coordination with the Tax Administrator.
• Maintain status tracking and client records in the tax workflow system.
• Coordinate e-filing, payment processing, and delivery of completed returns.

Client Meetings and Advice

• Meet with clients periodically to review their completed returns, explain the results, and walk through what changed from the prior year.
• Provide proactive tax advice on the year ahead, including withholding and estimated payments, the timing of income and deductions, and planning opportunities identified during preparation, in coordination with the client’s Wealth Advisor.
• Respond to client questions with warmth and clarity, and route complex technical questions to the Tax Lead or Head of Tax.

What You Bring

• Two to four years of experience preparing individual or business income tax returns, or both, in a public accounting firm, tax practice, or wealth management firm.
• Bachelor’s degree in accounting or a related field.
• CPA or Enrolled Agent credential, or active progress toward one, preferred.
• Solid working knowledge of individual taxation, including investment income, capital gains and cost basis, retirement account distributions, and pass-through income reported on K-1s.
• Experience with Wisconsin returns and multistate filings is a plus.
• Proficiency with professional tax preparation and research software and with Excel.
• Strong attention to detail and the ability to manage many open engagements at once through deadline periods.
• Clear, courteous communication, and the confidence to explain a return and discuss planning opportunities with clients in plain language.
• Availability for extended hours during filing season.

Why Join Us

• Your work connects to the plan. You will see the full client picture and work next to the advisors who put your returns to use, so the numbers you prepare shape real decisions for the families we serve.
• The team shares the work and the credit. Questions are welcome, help is offered early, and filing season is carried together.
• There is room to grow. We are a fast-growing firm, and our tax practice is growing faster still. As the practice expands, so do the opportunities for the people in it, and we invest in building the capability of each person on the team.
• You get a local team with national support. Bluespring Wealth Partners supplies the technology and operations behind our work in all three markets.
• We offer competitive compensation and a full benefits package.

Internal Application Policy

• Internal applicants must be in good standing and have a minimum of 1 year of service with Kestra. Internal applicants must also have a minimum of 1 year service in current role unless approved by EVP.

Benefits to support you

• Competitive pay and benefits with a large employer (over 1600 employees nationwide)
• 401(k), health insurance, and a competitive benefits package
• Work in a supportive, collaborative environment committed to professional excellence
• Help clients navigate meaningful financial decisions with confidence
• Opportunities for training, development, and long-term growth within the firm
• Tuition reimbursement for qualified expenses

Kestra Values

Our Mission is Powering Financial Independence, enabling the growth and success of investing clients and the advisors who serve them. We do that by living our values: Serve, Make it Happen, and One team.

Explore Life at Kestra

Kestra Holdings Website: https://www.kestrafinancial.com/

Careers Portal: https://jobs.dayforcehcm.com/en-US/kestra/KESTRACAREERSITE

LinkedIn: https://www.linkedin.com/company/kestra-financial

Disclosure

• You acknowledge that if hired, Kestra Financial, Inc. may, obtain and use background information concerning your credit, character, general reputation, personal characteristics, work habits, performance and experience for evaluation for your potential employment.
• It is the policy of Kestra Financial to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, sex, sexual orientation, gender, identity or expression, age, disability, marital status, citizenship, national origin, genetic information, or any other characteristic protected by law. Kestra Financial prohibits any such discrimination or harassment.