Tax Accountant

CFS; Verona (WI); On-site; USD 75,000 - 90,000; Full time

Benefits offered by this job

3% 401(k) match

Profit sharing

Health insurance

Life insurance

Disability coverage

Job summary

CFS is seeking a Tax Accountant to join our established wealth management and tax practice. You will prepare and review returns for individuals and businesses, serve as the primary contact for a client base of ~300, and research complex tax issues with precise attention to client service.

Join a firm offering growth toward leadership with a competitive benefits package, including a 3% 401(k) match, profit sharing, and comprehensive health, life, and disability coverage.

Qualifications

• Bachelor's degree in Accounting preferred; Associate degree candidates with relevant experience will also be considered.
• CPA preferred; EA designation required for non-CPA candidates as part of long-term development.
• 2-3+ years of public accounting tax preparation experience.
• Experience reviewing tax returns and working with multiple entity types, including partnerships and corporations.

Responsibilities

• Prepare and review tax returns for a diverse portfolio of individual and business clients.
• Serve as the primary contact for an established client base of approximately 300 accounts.
• Research and resolve complex tax issues while providing exceptional client service.
• Assist in the growth of the firm's bookkeeping and outsourced accounting services.
• Collaborate with team members to improve processes and support overall client success.

Skills

Tax prep

Public accounting

Client service

Tax research

Partnerships

Education

Bachelor's degree in Accounting

Associate degree with relevant experience

Job description

This is an opportunity to join a well-established wealth management and tax practice where your expertise can make a direct impact and create a long-term path toward leadership or even partnership.

Why This Opportunity Stands Out

• Step into an established book of approximately 300 tax clients with immediate opportunity to build lasting client relationships.
• Gain exposure to a diverse client base including individuals, nonprofits, partnerships, S-Corps, and C-Corps.
• Help grow the firm's outsourced accounting and bookkeeping practice while expanding your advisory skills.
• Clear career growth potential, including a path toward partnership for the right long-term candidate.
• Competitive benefits package including a 3% 401(k) match, profit-sharing contributions, and comprehensive health, life, and disability coverage.

Target Compensation:

$75,000 - $90,000

Key Responsibilities For The Tax Accountant

• Prepare and review tax returns for a diverse portfolio of individual and business clients.
• Serve as the primary contact for an established client base of approximately 300 accounts.
• Research and resolve complex tax issues while providing exceptional client service.
• Assist in the growth of the firm's bookkeeping and outsourced accounting services.
• Collaborate with team members to improve processes and support overall client success.

Qualifications For The Tax Accountant

• Bachelor's degree in Accounting preferred; Associate degree candidates with relevant experience will also be considered.
• CPA preferred; EA designation required for non-CPA candidates as part of long-term development.
• 2-3+ years of public accounting tax preparation experience.
• Experience reviewing tax returns and working with multiple entity types, including partnerships and corporations.