Senior Tax Manager

Truity Partners; Wisconsin; On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Professional growth & development opportunities

Fun company perks/events

Job summary

Truity Partners is seeking a Tax Advisor for a hybrid position in Wisconsin. The ideal candidate has a Bachelor’s degree in finance or accounting and holds a CPA designation, with 5+ years of experience in tax preparation. Responsibilities include providing integrated advisory services, strategizing for clients, and leading meetings.

This role requires strong analytical abilities and excellent communication skills. The company promotes a collaborative culture and offers professional development opportunities.

Qualifications

• Bachelor’s degree in finance or accounting; CPA designation required.
• 5+ years of relevant tax preparation experience is required.
• Strategic self-starter who is solutions focused with strong analytical skills.
• Demonstrates a sense of urgency, multiple priorities, and high accuracy.
• Service driven, with excellent written and verbal communication skills.
• Comfortable working with clients and prospective clients regularly.

Responsibilities

• Work directly with client service teams to provide clients with integrated advisory experience.
• Plan strategies for clients, serving as a primary resource in specialized areas.
• Perform research to solve issues and implement strategies with internal teams.
• Lead review meetings with current and prospective clients.
• Evaluate opportunities for planning and workflow efficiency.
• Analyze and prepare client deliverables, advising clients through processes.
• Establish and maintain client relationships to enhance experience.

Skills

5+ years of relevant tax preparation experience

Strong analytical skills

Excellent written and verbal communication skills

Proficient with Microsoft Office

Education

Bachelor’s degree in finance or accounting

CPA designation

Tools

Microsoft Office (Word, Excel, Outlook)

Job description

Our client is an organization in the Waukesha County area that’s looking for a Tax Advisor. Our client is looking for someone with 5+ years of experience, organized, and motivated. This company offers a collaborative culture, professional growth & development opportunities, and fun company perks/events. This position is hybrid.

The Tax Advisor will be responsible for, but not limited to, the following:

RESPONSIBILITIES

• Work directly with client service teams to provide clients with integrated advisory experience.
• Plan efficient strategies for clients, serving as a primary resource in specialized areas.
• Perform research to solve issues and implement strategies in collaboration with internal teams.
• Prepare for and lead review meetings with current and prospective clients.
• Strategize and evaluate opportunities for planning and workflow efficiency.
• Analyze and prepare client deliverables, advising clients through related processes.
• Establish and maintain relationships with clients to enhance the overall client experience.

The Tax Advisor will possess the following:

EXPERIENCE REQUIRED

• Bachelor’s degree in finance or accounting; CPA designation required.
• 5+ years of relevant tax preparation experience is required; direct experience in the financial services industry a plus.
• Strategic self-starter who is solutions focused with strong analytical skills.
• Demonstrates a sense of urgency, multi-task priorities, and meets deadlines with a high degree of accuracy.
• Focus on being service driven, with excellent written and verbal communication skills, and comfortable working with clients and prospective clients regularly.
• Proficient with Microsoft Office; including Word, Excel and Outlook.

Equal Opportunity Employer

The compensation philosophy reflects the Company’s reasonable expectation at the time of posting. Actual compensation is influenced by a variety of factors including, but not limited to skills, experience level, and overall qualifications. This role may also be eligible to participate in a discretionary incentive program, subject to the rule governing the program.