Tax Manager

Truity Partners; Milwaukee (WI); Hybrid; USD 135,000 - 150,000; Part time

Job summary

Truity Partners in Milwaukee County seeks a Tax Manager/Director (Part-Time) to lead the tax department in a hybrid setting. The role requires 5+ years of tax experience, strong leadership, and business acumen, with CPA active and in good standing.

The position involves reviewing tax returns for various entities and guiding federal and state compliance, planning, and client advisory work. Remote-first environment offered.

Qualifications

• Bachelor’s degree in Accounting; Master’s in Taxation or MBA preferred; CPA license active & in good standing.
• 5+ years of relevant accounting experience.
• Self-directed and comfortable working independently in a remote-first environment.

Responsibilities

• Lead the tax department, overseeing strategy, workflow, quality control, team performance, and timely delivery of client work.
• Review business and individual tax returns for various entity types (C-Corp, S-Corp, Partnerships, LLCs).
• Oversee federal and multi-state tax compliance, nexus, apportionment, and state filings.
• Develop proactive tax planning strategies for business owners and clients across entities.
• Serve as primary tax relationship contact, communicating and advising clients.

Skills

Leadership

Business acumen

Remote-ready

Education

Bachelor's in Accounting

Master’s in Taxation or MBA

CPA license

Tools

UltraTax

Job description

Tax Manager/Director (Part-Time) (42942)

Our client is an organization in the Milwaukee County area that’s looking for a Tax Manager. Our client is looking for someone with 5+ years of experience, excellent leadership skills, and a strong business acumen. This company offers flexibility, a strong, tenured team, and a collaborative environment. This position is hybrid.

The salary for this position is up to $135K - $150K.

The Tax Manager will be responsible for, but not limited to, the following:

RESPONSIBILITIES

• Lead the tax department, overseeing strategy, workflow, quality control, team performance, and timely delivery of client work.
• Review business and individual tax returns, including C-Corporations, S-Corporations, Partnerships, LLCs, and complex individual filings.
• Oversee federal and multi-state tax compliance, including nexus, apportionment, state-specific filing requirements, and tax law updates.
• Develop and deliver proactive tax planning strategies for business owners and clients across multiple entity types.
• Serve as the primary tax relationship contact, building strong client relationships through proactive communication, consulting, and advisory support.
• Advise clients on multi-state tax matters, including registration obligations, income, franchise, payroll tax implications, and planning opportunities.
• Support business owners through exit planning, mergers, acquisitions, succession planning, and transaction structuring to minimize tax exposure.

The Tax Manager will possess the following:

EXPERIENCE REQUIRED

• Bachelor’s Degree in Accounting; Master’s in Taxation or MBA preferred; CPA license active & in good standing
• 5+ years of relevant accounting experience
• Self-directed and comfortable working independently in a remote-first environment
• Proven track record of managing client relationships at a senior level
• Knowledge of UltraTax software preferred

Equal Opportunity Employer

The compensation philosophy reflects the Company’s reasonable expectation at the time of posting. Actual compensation is influenced by a variety of factors including, but not limited to skills, experience level, and overall qualifications. This role may also be eligible to participate in a discretionary incentive program, subject to the rule governing the program.