Tax & Advisory Associate — Direct Client Exposure & Growth

Mueth CPA, LLC; Milwaukee (WI); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Health, dental, vision, and disability

SIMPLE IRA with company match

Paid Time Off and firm holidays

Job summary

Mueth CPA, LLC is growing and we’re seeking an Experienced Associate to join our team in Waukesha. You’ll work with experienced team members on business and individual client engagements involving tax compliance, planning, and advisory work.

You’ll help keep engagements organized, communicate with clients, and move work efficiently from onboarding to completion, while developing skills and advancing within a growing firm.

Qualifications

• Bachelor’s degree in Accounting or related field preferred.
• 2+ years of recent public accounting experience preferred.
• Experience preparing individual and/or business income tax returns.
• General understanding of accounting and tax principles.
• Strong written and verbal communication skills.

Responsibilities

• Organize and analyze client accounting records and year-end workpapers for tax engagements.
• Prepare individual and business income tax returns and related workpapers.
• Communicate directly with clients regarding information requests, open items, and routine questions.
• Assist with tax planning, research, and special projects.
• Support efficient onboarding and transition of new clients.
• Work closely with Seniors and Managers to complete engagements accurately and on time.
• Develop technical, client-service, and project-management skills for advancement within the firm.

Skills

Public accounting experience

Client communication

Project management

Organization & deadlines

Education

Bachelor’s degree in Accounting

Tools

QuickBooks or similar

Job description

Mueth CPA, LLC is growing and we’re seeking an Experienced Associate to join our team in Waukesha. You’ll work with experienced team members on business and individual client engagements involving tax compliance, planning, and advisory work.

You’ll help keep engagements organized, communicate with clients, and move work efficiently from onboarding to completion, while developing skills and advancing within a growing firm.