Senior Tax Manager

CFS; Lake Geneva (WI); On-site; USD 160,000 - 200,000; Full time

Benefits offered by this job

Profit sharing/401(k) plan

Full benefits

Job summary

CFS in Wisconsin seeks a Senior Tax Manager to handle private family office work for high net worth clients, including preparing a broad range of complex income tax returns and overseeing staff.

You will lead tax planning, quarterly estimates, and research, assist with trust accounting, and prepare estate and gift tax returns. The role offers advancement opportunities and a strong benefits package in a long-standing firm.

Qualifications

• Bachelor’s Degree required.
• CPA and/or Master’s Degree a plus.
• Extensive income tax preparation experience.
• Experience preparing complex fiduciary and partnership income tax returns.

Responsibilities

• Prepare complex income tax returns, 1041, 1065 and 990-PF.
• Tax planning, quarterly tax estimates, and tax research.
• Assist with trust accounting, preparing estate and gift tax returns.

Skills

Tax preparation

Tax planning

Tax research

Education

Bachelor's Degree

CPA

Master's Degree

Job description

New permanent opportunity for a Senior Tax Manager. Long established firm that handles Private Family office work for high net worth, multiple and multi-generational families. Responsible for preparing a broad range of complex income tax returns, tax planning, research and overseeing staff.

Compensation: Salary around $160,000-$200,000ish + bonus depending on experience.

Senior Tax Manager Responsibilities

• Prepare complex income tax returns, 1041, 1065 and 990-PF
• Tax planning, quarterly tax estimates, and tax research
• Assist with trust accounting, preparing estate and gift tax returns

Ideal Senior Tax Manager Criteria

• Bachelor’s Degree
• CPA and/or Master’s Degree a plus
• Extensive income tax preparation experience
• Experience preparing complex fiduciary and partnership income tax returns

OR

• Tax experience with a strong interest in High Net Worth Tax work

Why Work Here

• Opportunities for advancement
• Profit sharing/401(k) plan, full benefits
• Critical role with high-profile clients that are long established, working together for generations
• Excellent family culture, good work life balance, family oriented, flexibility
• Significant, complex, interesting work
• Opportunity to make an impact
• Long term employees, most employed for 15+ years