Tax Manager

Verital Advisory Search; Milwaukee (WI); On-site; USD 125,000 - 155,000; Full time

Job summary

Verital Advisory Search is seeking a Tax Manager to act as a client-facing leader across individual and closely held business clients. The role blends tax compliance, planning, advisory, and client management, providing visibility into the full tax landscape beyond return preparation.

The position partners with leadership to guide strategy, review work, and drive growth across the tax practice, ideal for a consultative, relationship-driven professional with influence and opportunity.

Qualifications

• Bachelor’s degree in Accounting, Finance, or related field.
• 5+ years of experience in public accounting or tax-focused environment.
• Strong background in individual tax, with exposure to pass-through entities preferred.
• Experience managing client relationships and owning engagements.
• Proficiency with tax software and Excel.
• Ability to operate in a fast-paced, client-driven environment while managing multiple priorities.

Responsibilities

• Manage and review individual tax engagements, with exposure to partnerships and closely held entities
• Serve as a primary point of contact for clients, building and maintaining strong relationships
• Provide proactive tax planning and advisory support tailored to individual and business needs
• Oversee workflow, deadlines, and deliverables across multiple tax engagements
• Collaborate with leadership on client strategy, planning opportunities, and process improvements
• Support and mentor junior staff, providing guidance on technical and client-facing work
• Assist with tax research, planning strategies, and implementation of client recommendations
• Help identify additional planning opportunities within existing client relationships

Skills

Client relationship management

Tax planning

Public accounting

Mentoring staff

Education

Bachelor’s degree in Accounting, Finance, or related field

CPA or actively pursuing certification

Tools

Excel

Tax software

Job description

Occasional travel to Chicago, IL as needed

Compensation:

$125,000–$155,000

About the Company

We’re partnering with a well-established Chicago-based professional services firm that is continuing to invest in the growth of its tax and advisory practice. While the firm is headquartered in Chicago, they are open to experienced tax professionals throughout the Greater Milwaukee area who are looking for a primarily remote opportunity and are comfortable traveling into Chicago as needed.

About the Role

This Tax Manager will operate in a client-facing capacity, acting as a key relationship owner across a portfolio that includes individual clients, business owners, and closely held businesses. The role blends tax compliance, planning, advisory, and client management, offering visibility into the full tax picture rather than just return preparation.

You’ll partner directly with leadership and clients, helping guide strategy, oversee deliverables, review work, and contribute to continued growth across the tax practice. This is well-suited for someone looking to step into a more consultative, relationship-driven role with real influence.

Key Responsibilities

• Manage and review individual tax engagements, with exposure to partnerships and closely held entities
• Serve as a primary point of contact for clients, building and maintaining strong relationships
• Provide proactive tax planning and advisory support tailored to individual and business needs
• Oversee workflow, deadlines, and deliverables across multiple tax engagements
• Collaborate with leadership on client strategy, planning opportunities, and process improvements
• Support and mentor junior staff, providing guidance on technical and client-facing work
• Assist with tax research, planning strategies, and implementation of client recommendations
• Help identify additional planning opportunities within existing client relationships

Qualifications

• Bachelor’s degree in Accounting, Finance, or related field
• 5+ years of experience in public accounting or a tax-focused environment
• Strong background in individual tax, with exposure to pass-through entities preferred
• Experience managing client relationships and owning engagements
• Ability to review returns, guide staff, and manage client deadlines
• Proficiency with tax software and Excel
• Ability to operate in a fast-paced, client-driven environment while managing multiple priorities

Preferred Experience

• Experience working with high-net-worth individuals, business owners, and closely held businesses
• Exposure to proactive tax planning and advisory work
• CPA or actively pursuing certification
• Ability to identify planning opportunities and communicate them clearly to clients

This is an opportunity to step into a role that offers both technical depth and client ownership, within a firm that provides a clear path for continued growth and leadership.

For more information, please contact Yianni Gormanos at Verital.