Tax Manager

CFS; Madison (WI); Hybrid; USD 100,000 - 150,000; Full time

Job summary

CFS in Madison, WI seeks a Tax Manager to lead a portfolio of sophisticated clients, provide advanced tax planning, and deliver strategic recommendations. The role offers autonomy, collaboration with top tax experts, and exposure to complex engagements within a boutique, high-performing firm.

The position supports a hybrid schedule (2 days onsite, 3 days remote) with strong growth potential and leadership opportunities for top performers.

Qualifications

• Active U.S. CPA license required.
• 5+ years of progressive public accounting tax experience preferred.
• Experience advising clients directly on tax matters.
• Stable work history with demonstrated career progression.

Responsibilities

• Serve as the primary advisor for a portfolio of sophisticated client relationships.
• Perform and review complex tax calculations, analysis, and planning initiatives.
• Research technical tax matters and develop strategic recommendations.
• Identify tax risks and planning opportunities for clients and advisors.
• Collaborate with firm leadership on consulting engagements.
• Deliver exceptional client service and technical accuracy.

Skills

Client management

Tax analysis

Communication

Research skills

Education

CPA license

Job description

• Direct exposure to high-net-worth individuals, executives, business owners, and professional advisors


• Manage your own portfolio of clients with significant autonomy and visibility


• Enjoy a true 40-hour workweek, including during peak seasons


• Collaborate with nationally recognized tax experts in a boutique, high-performing environment


• Gain exposure to complex tax planning, analysis, and consulting engagements


• Strong long-term growth potential with future leadership opportunities


• HYBRID! 2 days onsite, 3 days from home

Salary: $100,000 - $150,000

Why This Opportunity Stands Out

• Direct exposure to high-net-worth individuals, executives, business owners, and professional advisors


• Manage your own portfolio of clients with significant autonomy and visibility


• Enjoy a true 40-hour workweek, including during peak seasons


• No business development quotas or sales expectations


• Collaborate with nationally recognized tax experts in a boutique, high-performing environment


• Gain exposure to complex tax planning, analysis, and consulting engagements


• Strong long-term growth potential with future leadership opportunities


• HYBRID! 2 days onsite, 3 days from home

Key Responsibilities For The Tax Manager

• Serve as the primary advisor for a portfolio of sophisticated client relationships


• Perform and review complex tax calculations, analysis, and planning initiatives


• Research technical tax matters and develop strategic recommendations


• Identify tax risks and planning opportunities for clients and advisors


• Collaborate with firm leadership on consulting engagements


• Deliver exceptional client service and technical accuracy

Qualifications For The Tax Manager

• Active U.S. CPA license required


• 5+ years of progressive public accounting tax experience preferred


• Current Tax Manager, Senior Tax Manager, or strong manager-track candidate


• Experience handling complex tax matters and advising clients directly


• Stable work history with demonstrated career progression