Tax Accountant

CFS; Verona (WI); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Work-life balance

Job summary

CFS in Verona, Wisconsin is seeking a dedicated Tax Accountant to prepare and review individual and business tax returns, while delivering thoughtful tax planning guidance for a diverse client base.

You will work closely with clients to gather necessary information, research tax issues, and stay updated on regulatory changes, ensuring high-quality service and lasting relationships.

Qualifications

• Bachelor's degree in Accounting, Finance, or a related field with relevant tax/accounting experience.
• Experience preparing individual and/or business tax returns and a solid understanding of federal and state tax concepts.
• Strong attention to detail, communication skills, and a genuine interest in building lasting client relationships.

Responsibilities

• Prepare and review individual and business tax returns while ensuring accuracy and compliance with applicable tax regulations.
• Assist with tax planning and research to identify opportunities and help clients make informed financial decisions.
• Work directly with clients to gather information, answer questions, and provide thoughtful tax-related guidance.
• Research tax issues and stay current on changes that may impact clients and their businesses.
• Collaborate with the team on accounting, tax, and financial planning needs across a diverse client base.

Skills

Tax preparation

Federal/state tax concepts

Client communication

Attention to detail

Education

Bachelor's degree in Accounting, Finance, or related field

Job description

Why This Opportunity Stands Out

Our client is a well-established, relationship-focused tax and financial planning firm in the Verona area that takes a personalized, big-picture approach to helping individuals and businesses reach their financial goals. This

• Work with a firm that combines tax preparation, tax planning, financial planning, and estate planning to provide clients with comprehensive service.
• Build meaningful, long-term relationships with both individual and business clients rather than simply working through a stack of returns.
• Strong benefits with work life balance in your week to week!
• Take on a role where you can utilize your tax knowledge while continuing to expand your experience across different client situations.
• Join a professional environment that values personalized service, collaboration, and understanding each client's unique financial goals.

Our client is a well-established, relationship-focused tax and financial planning firm in the Verona area that takes a personalized, big-picture approach to helping individuals and businesses reach their financial goals. This Tax Accountant opportunity is a chance to join a close-knit team where your work directly impacts clients and where tax planning is viewed as much more than simply preparing returns.

Key Responsibilities

• Prepare and review individual and business tax returns while ensuring accuracy and compliance with applicable tax regulations.
• Assist with tax planning and research to identify opportunities and help clients make informed financial decisions.
• Work directly with clients to gather information, answer questions, and provide thoughtful tax-related guidance.
• Research tax issues and stay current on changes that may impact clients and their businesses.
• Collaborate with the team on accounting, tax, and financial planning needs across a diverse client base.

Qualifications

• Bachelor's degree in Accounting, Finance, or a related field with relevant tax/accounting experience.
• Experience preparing individual and/or business tax returns and a solid understanding of federal and state tax concepts.
• Strong attention to detail, communication skills, and a genuine interest in building lasting client relationships.