Senior Tax Associate

Mueth CPA, LLC; Milwaukee (WI); On-site; USD 85,000 - 115,000; Full time

Benefits offered by this job

Health benefits

SIMPLE IRA match

Generous PTO

Bonus opportunity

Job summary

Mueth CPA, LLC in Waukesha is seeking a Senior Associate to work directly with business owners and individuals on tax compliance, planning, and advisory projects that build a meaningful career in a collaborative public accounting environment.

The role offers a clear path toward Tax Manager as experience grows, with leadership in client relationships and technical advisory work while contributing to firm initiatives.

Qualifications

• 3+ years of recent public accounting experience, including preparation of individual and business tax returns.
• CPA designation or progress toward CPA preferred.
• Strong written and verbal communication skills.

Responsibilities

• Prepare complex individual, business, and fiduciary income tax returns and related workpapers.
• Review workpapers and tax returns prepared by junior team members.
• Manage assigned projects, deadlines, open items, and client communications.
• Analyze client accounting records and financial statements for tax engagements.
• Perform tax research and support planning engagements.
• Identify issues and opportunities and communicate them to managers and clients.
• Supervise, mentor, and support junior team members.
• Assist with onboarding new clients and firm initiatives.

Skills

Public accounting

Tax compliance

Client communication

Project management

Education

Bachelor's degree in Accounting, Finance, Economics

Job description

Mueth CPA, LLC is growing, and we're looking for a Senior Associate to join our team in Waukesha. This is an opportunity to work directly with business owners and individuals on tax compliance, planning, and advisory projects while building a meaningful career in a collaborative, high-quality public accounting environment.

We are continuing to expand our team as our client base and advisory work grow. At Mueth CPA, we grow intentionally and prioritize quality, responsive client service, flexibility, and professional growth.

Position Overview

As a Senior Associate, you'll take ownership of client projects, handle increasingly complex tax work, communicate directly with clients, and support and review the work of junior team members. Depending on experience and performance, this position offers a clear path to Tax Manager or Senior Tax Manager, with increasing responsibility for client relationships, technical advisory work, and leadership.

Key Responsibilities

• Prepare complex individual, business, and fiduciary income tax returns and related workpapers
• Review workpapers and selected tax returns prepared by Experienced Associates, staff, and interns
• Manage assigned projects, deadlines, open items, and client communications
• Analyze client accounting records and financial statements in connection with tax compliance, planning, and advisory engagements
• Perform tax research and support planning and consulting engagements
• Identify issues and planning opportunities and communicate them to managers and clients
• Supervise, mentor, and support junior team members
• Assist with onboarding new clients and contribute to process improvements and firm initiatives

Qualifications

• Bachelor's degree in Accounting, Finance, Economics, or related field
• 3+ years of recent public accounting experience, including preparation of individual and business tax returns
• CPA designation or progress toward CPA preferred
• Strong understanding of accounting and tax principles
• Strong written and verbal communication skills
• Ability to manage multiple projects and deadlines with increasing independence
• Desire to develop review, leadership, and client-management skills
• Salary: $85,000 - $115,000, commensurate with experience
• Bonuses: Performance-based bonus opportunity
• Benefits: Health, dental, vision, and disability insurance
• Retirement: SIMPLE IRA with company match
• Paid Time Off: Generous PTO policy and firm holidays
• Work Environment: Reasonable chargeable hour goals, flexibility, and a relaxed professional culture

Why Mueth CPA, LLC

Our team is made up of professionals drawn to great clients, high standards, meaningful responsibility, a challenging career, and a healthy work-life balance. You'll work closely with experienced professionals, have direct exposure to clients, contribute to firm growth, and have a clear opportunity to expand your responsibilities as your skills develop.