Tax Accountant

Boutique Recruiting; Monroe (WI); Hybrid; USD 75,000 - 110,000; Full time

Benefits offered by this job

Health insurance

401(k) with company match

HSA contributions

Hybrid schedule

Paid holidays

Paid vacation

Paid sick leave

Life insurance

Job summary

Boutique Recruiting partners with a respected CPA firm to hire an experienced Tax Accountant. You will prepare and review returns for individuals, trusts, and closely held businesses, while delivering proactive tax planning and advisory services.

The role emphasizes meaningful client relationships and work-life balance in a hybrid schedule. With 3+ years of public accounting experience, CPA preferred, you will manage multiple client engagements, stay current on tax regulations, and become a

Qualifications

• Minimum 3 years of public accounting experience.
• Strong experience preparing tax returns.
• CPA is preferred.

Responsibilities

• Prepare and review individual, trust, and business tax returns
• Provide tax planning and advisory support to clients
• Work with clients to understand their financial goals and provide proactive tax strategies
• Manage multiple client engagements throughout the year
• Communicate directly with clients regarding tax questions and planning opportunities
• Research tax issues and stay current on tax regulations
• Build strong relationships with individuals, business owners, farmers, ranchers, and other closely held clients

Skills

Tax planning

Client communication

Time management

Attention to detail

Tools

Word

Outlook

Job description

Looking for a public accounting firm where you can build a long-term career without sacrificing work-life balance? We're partnering with a respected CPA firm seeking an experienced Tax Accountant to join its growing practice. This opportunity offers meaningful client relationships, challenging tax work, a flexible hybrid schedule, and a realistic path toward future partnership. This role is ideal for someone who enjoys tax planning as much as tax preparation and wants to become a trusted advisor to individuals and closely held businesses.

The Tax Accountant will engage with a diverse client base, including individuals, trusts, and closely held businesses, to deliver tailored tax solutions. The position demands a strong understanding of tax regulations and the ability to manage multiple client engagements effectively. Candidates should be prepared for a dynamic work environment that fosters professional relationships and encourages growth. This opportunity is ideal for individuals seeking a long-term career in a stable and reputable firm.

Salary Range: $75,000–$110,000 DOE

• Prepare and review individual, trust, and business tax returns
• Provide tax planning and advisory support to clients
• Work with clients to understand their financial goals and provide proactive tax strategies
• Manage multiple client engagements throughout the year
• Communicate directly with clients regarding tax questions and planning opportunities
• Assist with financial planning and consulting projects as needed
• Research tax issues and stay current on tax regulations
• Build strong relationships with individuals, business owners, farmers, ranchers, and other closely held clients
• Minimum 3 years of experience
• Strong experience preparing tax returns required
• Proficiency in Word and Outlook
• Experience in public accounting
• CPA is preferred
• Hybrid Schedule
• Medical Insurance: Group health plan with varying premiums based on deductible level
• Employer Contribution: Company pays a significant portion of employee-only and family coverage, plus contributes annually to the employee's HSA
• 401(k) with 100% match on the first 4% of employee contributions
• 52 hours of paid holidays annually, including Christmas Eve
• 2 weeks of paid vacation for experienced hires
• 40 hours of paid sick/personal leave
• Employer-paid life insurance and disability coverage
• Flexible work hours to accommodate family obligations