Lead Accountant

White Tiger Connections Inc.; Milwaukee (WI); On-site; USD 100,000 - 110,000; Full time

Benefits offered by this job

Performance-based compensation

Matching 401(k) retirement plan

Group health and dental insurance

Generous PTO, maternity, and paternity leave

Job summary

A financial services firm located in Franklin, WI is seeking a Lead Accountant & Tax Specialist to lead customer service processes and mentor team members. The ideal candidate has 3-5 years of experience in tax accounting and is pursuing or holds a CPA designation. The position offers a competitive salary, performance-based compensation, and a strong benefits package including health insurance and a retirement plan.

Qualifications

• 3–5 years of experience in tax accounting and bookkeeping is required.
• Prior leadership experience is strongly preferred.
• Ability to thrive in a collaborative, growth-oriented environment.

Responsibilities

• Lead the customer service process end-to-end for the Accounting Vertical.
• Train, mentor, and develop rising talent within the team.
• Encourage cross-selling and collaboration across other service verticals.

Skills

Customer service leadership

Tax accounting solutions

Mentoring

Technical knowledge

Strong communication skills

Education

CPA designation (preferred) or actively pursuing CPA

Job description

Overview

Our client is a rapidly growing tax, accounting, insurance, and financial services firm dedicated to providing thoughtfully crafted tax and financial solutions to individuals and businesses. With a culture built on growth, balance, and opportunity, they are committed to developing people and delivering holistic guidance to their clients. Due to continued expansion, our client is seeking a Lead Accountant & Tax Specialist to join their dynamic team.

Responsibilities

• Lead the customer service process end-to-end for the Accounting Vertical.


• Train, mentor, and develop rising talent within the team.


• Provide thoughtful tax and bookkeeping solutions to clients.


• Encourage cross-selling and collaboration across other service verticals (insurance, financial services, etc.).


• Deliver strong results while maintaining exceptional client service standards.

Qualifications

• CPA designation (preferred) or actively pursuing CPA.


• 3–5 years of experience in tax accounting and bookkeeping.


• Prior leadership experience strongly preferred.


• Strong technical knowledge and communication skills.


• Ability to thrive in a collaborative, growth-oriented environment.

Benefits

• Performance-based compensation


• Matching 401(k) retirement plan


• Group health and dental insurance


• Group life, short- & long-term disability coverage


• Generous PTO, maternity, and paternity leave

Job Details

• Location: Franklin, WI


• Salary: $100,000.00–$110,000.00


• Seniority level: Mid-Senior level


• Employment type: Full-time


• Job function: Accounting/Auditing


• Industries: Accounting

How to apply

Direct message the job poster from White Tiger Connections Inc.