Tax Accountant

Creative Financial Staffing, LLC; Verona (WI); Vor Ort; USD 85.000 - 100.000; Vollzeit

Benefits dieser Stelle

401(k) match

Profit sharing

HSA contributions

Generous PTO

Zusammenfassung

Creative Financial Staffing, LLC in Wisconsin is seeking a Tax Accountant to advance into Tax Manager and potentially Partner track within 1-2 years. The role involves managing an established client portfolio and growing outsourced accounting services while working with ownership.

You will prepare and review returns for individuals, nonprofits, and various entities, provide tax planning, and use UltraTax and QuickBooks.

Qualifikationen

• 2+ years of tax preparation experience in public accounting or tax-focused settings.
• Experience preparing and reviewing returns for multiple entity types.
• Bachelor’s degree preferred; associate degree with relevant experience considered.
• CPA preferred or willingness to obtain EA designation.

Aufgaben

• Prepare and review returns for individuals, nonprofit, partnership, S-Corp, and C-Corp tax returns.
• Manage an established client portfolio of approximately 300 tax clients.
• Provide tax planning and resolution support for complex client situations.
• Support and expand outsourced accounting and bookkeeping services.
• Utilize UltraTax, QuickBooks Online/Desktop, and related accounting software.

Kenntnisse

Tax prep

Tax returns (multi-entity)

Ausbildung

Bachelor's degree

Associate’s degree with relevant experience

Tools

UltraTax

QuickBooks Online

QuickBooks Desktop

Jobbeschreibung

Tax Accountant

Salary: $85,000-$100,000 Base

Why This Opportunity Stands Out:

• Clear path to Tax Manager and potential Partner track within 1-2 years
• Opportunity to inherit and manage an established client portfolio rather than build from scratch
• Play a key role in growing the firm’s outsourced accounting and bookkeeping services
• Work directly with experienced ownership that includes CPA and EA leadership
• Gain exposure to individual, nonprofit, partnership, S-Corp, and C-Corp tax engagements
• Strong benefits package including 401(k) safe harbor match, profit sharing, HSA contributions, and generous PTO
• Join a collaborative, team-oriented environment where your impact on the firm’s growth will be highly visible
• Stable client base with approximately 700+ tax clients and continued growth opportunities

Key Responsibilities for the Tax Accountant:

• Prepare and review individual, nonprofit, partnership, S-Corp, and C-Corp tax returns
• Manage an established client portfolio of approximately 300 tax clients
• Provide tax planning and resolution support for complex client situations
• Support and expand outsourced accounting and bookkeeping services
• Utilize UltraTax, QuickBooks Online/Desktop, and related accounting software

Qualifications for the Tax Accountant:

• 2+ years of tax preparation experience in public accounting or a tax-focused environment
• Experience preparing and reviewing tax returns for multiple entity types
• Bachelor’s degree preferred; Associate’s degree with relevant experience will be considered
• CPA credential preferred or willingness to obtain EA designation