Tax Director

Vaco; Town of Brookfield (WI); On-site; USD 120,000 - 190,000; Full time

Job summary

Vaco by Highspring is seeking an experienced Senior Tax Manager in Wisconsin to provide hands-on leadership in real estate taxation, high-net-worth individuals, partnerships, and trust/estate tax. The role supports sophisticated clients and complex transactions, with opportunities to lead engagements and mentor staff.

The ideal candidate will review and sign complex returns independently and bring strong technical tax knowledge for strategic client advisory and planning.

Qualifications

• Bachelor's degree in Accounting (required).
• Active CPA credential (required).
• 10+ years of tax experience.

Responsibilities

• Manage and review complex tax engagements for high-net-worth individuals, partnerships, trusts, estates, and closely held businesses.
• Serve as a technical resource on sophisticated real estate and partnership tax matters.
• Review and sign federal and state tax returns.
• Advise clients on complex transactions including 1031 exchanges, real estate syndications, acquisitions/dispositions, cost segregation, partnership transfers, and estate planning strategies.
• Provide mentorship and collaborate with attorneys on trust, estate, and business transitions.

Skills

Real estate taxation

Partnership taxation

Trust/estate tax

High-net-worth individuals

Tax research

Review and signing returns

Education

Bachelor's degree in Accounting

Job description

Our client is seeking an experienced Senior Tax Manager with deep expertise in real estate taxation, high-net-worth individuals, partnerships, and trust/estate tax. This is a highly technical, hands‑on role supporting sophisticated clients and complex transactions, with the opportunity to take on leadership responsibilities depending on experience and interest.

The ideal candidate brings strong technical tax knowledge and is comfortable reviewing and signing complex returns independently.

Key Responsibilities

Our client is seeking an experienced Senior Tax Manager with deep expertise in real estate taxation, high-net-worth individuals, partnerships, and trust/estate tax. This is a highly technical, hands‑on role supporting sophisticated clients and complex transactions, with the opportunity to take on leadership responsibilities depending on experience and interest.

The ideal candidate brings strong technical tax knowledge and is comfortable reviewing and signing complex returns independently.

Key Responsibilities

• Manage and review complex tax engagements for high-net-worth individuals, partnerships, trusts, estates, and closely held businesses
• Serve as a technical resource on sophisticated real estate and partnership tax matters
• Review and sign federal and state tax returns
• Advise clients on complex transactions, including:
  • 1031 exchanges, including reverse, construction, and other complex exchange structures
  • Real estate syndications
  • Acquisitions and dispositions
  • Cost segregation strategies
  • Partnership ownership transfers
  • Family Limited Partnerships
  • Section 754 and 743 basis adjustments
  • Section 704(c) built‑in gains
  • Opportunity Zones
  • Tax shelter considerations
  • Estate‑related step‑up in basis strategies
  • Sales or transfers of real estate and partnership interests to family members
• Handle technical matters related to S corporations, including ownership transfers, treasury stock transactions, and F reorganizations
• Partner with attorneys and other advisors on trust, estate, and business‑transition planning
• Review trust documents and evaluate the tax treatment of various trust structures
• Advise high‑net‑worth clients on tax‑efficient wealth strategies, including RMD planning, direct indexing, leveraged long/short strategies, and alternative investments
• Provide technical guidance and mentorship to team members as appropriate

Qualifications

• Bachelor's degree in Accounting required
• Active CPA required
• 10+ years of tax experience
• Significant experience working with high-net-worth individuals
• Strong background in real estate and partnership taxation
• Hands‑on management and/or leadership experience
• Demonstrated ability to independently review and sign complex tax returns
• Strong technical proficiency with partnership, trust, estate, individual, and closely held business tax matters
• Ability to communicate complex tax strategies clearly to clients and their outside advisors

Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual's skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs. With that said, as required by local law in geographies that require salary range disclosure, Vaco/Highspring notes the salary range for the role is noted in this job posting. The individual may also be eligible for discretionary bonuses, and can participate in medical, dental, and vision benefits as well as the company's 401(k) retirement plan.

Additional disclaimer:

Unless otherwise noted in the job description, the position Vaco/Highspring is filing for is occupied. Please note, however, that Vaco/Highspring is regularly asked to provide talent to other organizations. By submitting to this position, you are agreeing to be included in our talent pool for future hiring for similarly qualified positions. Submissions to this position are subject to the use of AI to perform preliminary candidate screenings, focused on ensuring minimum job requirements noted in the position are satisfied. Further assessment of candidates beyond this initial phase within Vaco/Highspring will be otherwise assessed by recruiters and hiring managers. Vaco/Highspring does not have knowledge of the tools used by its clients in making final hiring decisions and cannot opine on their use of AI products.

Equal Opportunity Notice

Highspring LLC (d/b/a Vaco by Highspring) and its parents, affiliates, and subsidiaries ("we," "our," or "Vaco by Highspring") are committed to the full inclusion of all qualified individuals and does not discriminate against any employee or applicant for employment because of race (including but not limited to traits historically associated with race such as hair texture and hair style), color, sex (includes pregnancy or related conditions), religion or creed, national origin, citizenship, age, disability, status as a veteran, union membership, ethnicity, gender, gender identity, gender expression, sexual orientation, marital status, political affiliation, or any other protected characteristics as required by applicable law. The company is also committed to ensuring that persons who need them are provided with reasonable accommodations; if an accommodation is needed to participate in the job application or interview process, please contact [e-mail].

Vaco by Highspring also wants all applicants to know their rights that workplace discrimination is illegal.

Representation Notice

By submitting to this position, you agree that you will be giving Vaco by Highspring the exclusive right to present your as a candidate for the foregoing employment opportunity. Additionally, you agree to be included in our talent pool for future hiring for similarly qualified positions. You further agree that you have represented information about yourself accurately and have not affirmatively misrepresented your qualifications. Lastly, you agree to maintain as confidential, to the fullest extent permitted by law, any information you learn from Vaco by Highspring about the position and you will limit disclosure of information about the position only to the extent necessary to perform any obligations in furtherance of your application. In exchange, Vaco by Highspring agrees to exercise reasonable efforts to represent you through all solicitation, job screening and resume dispersal.

For residents of Ontario, Canada only: to the extent the position for employment is not with Highspring or not otherwise noted as vacant above, candidate should be informed that this role is to replace a presently employed person at Vaco by Highspring's client.

Privacy Notice

Vaco by Highspring respects your privacy and are committed to providing transparent notice of our policies.

• California residents may access Vaco by Highspring HR Notice at Collection for California Applicants and Employees here.
• Virginia residents may access our state specific policies here.
• Residents of all other states may access our policies here.
• Canadian residents may access our policies in English here and in French here.
• Residents of countries governed by GDPR and UK GDPR may access our policies here.

Additionally, submissions to this position are subject to the use of AI to perform preliminary candidate screenings, focused on ensuring minimum job requirements noted in the position are satisfied. More details about Vaco by Highspring's use of AI can be found here (https://www.highspring.com/ai-use-notices/). Further assessment of candidates beyond this initial phase will be conducted by recruiters and hiring managers. Vaco by Highspring does not know and cannot opine on if its client's use of AI products in hiring.

Pay Transparency Notice

Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to:

the individual's skill sets, experience and training;

licensure and certification requirements;

office location and other geographic considerations; and

other business and organizational needs.

With that said, as required by local law, Vaco by Highspring believes that the following salary range referenced above reasonably estimates the base compensation for an individual hired into this position in geographies that require salary range disclosure. The individual may also be eligible for discretionary bonuses and/or participation in medical, dental, and vision benefits as well as the company's retirement plan (or similar retirement benefits).