Sr. Tax Accountant

Vaco LLC; Chilton (WI); On-site; USD 85,000 - 120,000; Full time

Job summary

Vaco is partnering with a well-established independent CPA firm in Northeast Wisconsin to add an experienced tax professional to its team.

The role focuses on complex individual and closely held business taxation, with opportunities to review work, develop client relationships, and gradually assume greater responsibility.

Qualifications

• 5+ years of tax experience, preferably within a public accounting environment.
• A CPA license is valuable; practical tax knowledge and client-facing skills are important.

Responsibilities

• Prepare and review individual returns, including complex 1040s with business and investment activity.
• Prepare business returns for S corporations, partnerships, LLCs, and corporations.
• Work with K-1s and related business tax matters.
• Review individual returns prepared by other team members.
• Review QuickBooks files and client financial information as part of the tax process.
• Assist with nonprofit tax filings during portions of the year.
• Research and address tax issues involving partnership taxation, basis, at-risk limitations, passive activity losses, QBI.
• Engage in tax planning and direct client advisory work as experience grows.

Skills

Tax planning

Individual taxation

Business taxation

Partnership tax

S corp taxation

QBI

Basis calculations

At-risk rules

Passive activity losses

Reviewing returns

QuickBooks

Job description

A well-established, independent CPA firm in Northeast Wisconsin is looking to add an experienced tax professional to its team. The firm has a strong tax and advisory practice serving privately held businesses, business owners, and individuals across a diverse mix of industries.

This opportunity is particularly well suited for someone who enjoys tax work but wants more than simply preparing returns. The person stepping into this role will have the opportunity to handle complex tax engagements, review work prepared by others, develop client relationships, and gradually take on greater responsibility within the firm.

What You’ll Work On

The role will involve a combination of tax preparation and review, with an emphasis on individual and closely held business taxation.

Responsibilities may include:

• Preparing and reviewing individual income tax returns, including complex 1040s involving business and investment activity
• Preparing business returns for S corporations, partnerships, LLCs, and corporations
• Working with K-1s and related business tax matters
• Reviewing individual returns prepared by other team members
• Reviewing QuickBooks files and client financial information as part of the tax preparation process
• Assisting with nonprofit tax filings during portions of the year
• Researching and addressing tax issues involving partnership taxation, basis, at-risk limitations, passive activity losses, QBI, and similar areas
• Becoming increasingly involved in tax planning and direct client advisory work as experience and relationships develop

What We’re Looking For

The ideal candidate has 5+ years of tax experience, preferably within a public accounting environment.

You should be comfortable independently managing tax work while knowing when an issue warrants additional research or discussion with other members of the team.

Experience with several of the following would translate particularly well:

• Individual and business taxation
• Partnership and S corporation taxation
• Basis calculations
• At-risk rules
• Passive activity loss limitations
• Qualified Business Income (QBI)
• Closely held and family-owned businesses
• QuickBooks and client accounting records
• Reviewing tax returns prepared by other professionals

A CPA license is valuable, but practical tax knowledge, sound judgment, and the ability to work effectively with clients are especially important.

By submitting to this position, you are agreeing to be included in our talent pool for future hiring for similarly qualified positions.