Tax Director

SR Staffing; Wisconsin; On-site; USD 120,000 - 160,000; Full time

Benefits offered by this job

Healthcare, Vision, Dental

401k with 4% Safe Harbor

Unlimited PTO

Job summary

SR Staffing is seeking a Tax Director with a focus on Real Estate and Income Tax to join their team in Madison, WI on a hybrid schedule. The ideal candidate will have a CPA license and over 10 years of experience in public accounting or wealth management, particularly with ultra-high net-worth clients. Benefits include a bonus plan, healthcare coverage, 401k with a 4% Safe Harbor, and unlimited PTO without hectic busy seasons.

Qualifications

• Must have a CPA license.
• 10+ years of experience in Public Accounting or a Wealth Management firm.
• Experience with Ultra-High Net-Worth income and pass-through taxation.

Skills

Public Accounting Experience

Wealth Management Experience

Ultra-High Net-Worth Taxation Knowledge

Education

CPA License

Job description

Tax Director Opportunity w/ Real Estate & Income Tax Focus - Madison, WI (Hybrid)

Our client is a Modern Tax, Wealth, and Accounting Firm who are performing a very select search for a Tax Director or Tax Senior Manager to join its growing team at their headquarters in Madison, WI on a Hybrid Schedule. The firm has grown to 20 team members in just 16 months, and they also offer wealth management and alternative investments services.

Industries: Real Estate Investors, Ultra and High-Net-Worth Individuals, Wealth Management, Alternative Investments, Entrepreneurs & Business Owners, Lawyers, Physicians & Service Professionals.

• Bonus: Will be rolling out the plan for 2027
• Healthcare, Vision, Dental. Cover $750 of the individual (likely increase in 2027)
• 401k w/ 4% Safe Harbor
• Unlimited PTO and no crazy busy season hours.

Qualifications

• CPA Licensed Required
• 10+ years in Public Accounting or a Wealth Management Firm
• Ultra-High Net-Worth Income and Pass-Through Taxation Experience