Tax Manager

Boutique Recruiting; Monroe (WI); On-site; USD 140,000 - 180,000; Full time

Benefits offered by this job

Medical Insurance

Dental & Vision

401(k) match

Paid holidays

Vacation

Sick/personal time

Life insurance

Short/long-term disability

Flexible work hours

HSA contribution

Job summary

Boutique Recruiting seeks a Tax Manager on a partner-track path within a respected public accounting firm in Wisconsin. The role focuses on leading complex tax engagements, mentoring staff, and strengthening client relationships with a view toward partnership within a year.

Ideal candidates are CPAs with 8–10+ years’ public accounting experience, strong tax skills, and a desire to advance rapidly. Flexible policies support work-life balance and peak-season needs.

Qualifications

• Minimum 8–10+ years in public accounting with tax focus.
• CPA certification required and CPA track record to partner.
• Strong client relationship and leadership capabilities.

Responsibilities

• Prepare and review complex tax returns (individual, trust, partnership, corporate).
• Lead tax planning engagements and provide strategic guidance to clients.
• Oversee client relationships and act as trusted advisor to leadership.
• Review work of junior accountants and mentor staff.
• Identify tax-saving opportunities and advise proactively.
• Manage tax research and compliance matters.
• Support firm growth through client service and relationship management.
• Take ownership of client engagements and contribute to team development.

Skills

Tax planning

Client relations

Mentoring staff

Leadership

Communication

Business advisory

Education

Bachelor's degree

CPA certification

Tools

Accounting software

Job description

Position Title: Tax Manager (Partner Track)
Ready to take the final step from Tax Manager to Partner? We're partnering with a highly respected public accounting firm seeking an experienced Tax Manager to join its leadership team with a defined path to Partnership. This is a rare opportunity to step into a succession plan within an established practice known for long-term client relationships, collaborative leadership, and exceptional employee retention.
This role is ideal for an experienced CPA who enjoys advising clients, mentoring staff, and helping shape the future of a successful tax-focused firm.
This position offers a unique opportunity for a dedicated professional to advance rapidly within a respected CPA firm. The role focuses on managing complex tax engagements while fostering strong client relationships. Individuals interested in becoming partners within a year will find this environment particularly conducive to their career aspirations. The firm values a balanced work-life dynamic, providing flexibility even during peak seasons. Candidates will engage with a diverse client base, including small to mid-sized businesses, and will be supported in their professional growth.
Salary Range: $140,000–$180,000 DOE

Responsibilities

• Prepare and review complex individual, trust, partnership, and business tax returns
• Lead tax planning engagements and provide strategic recommendations to clients
• Manage client relationships and serve as a trusted advisor
• Review work prepared by junior accountants and provide mentorship
• Identify tax-saving opportunities and proactively advise clients
• Handle complex tax research and compliance matters
• Support firm growth through strong client service and relationship management
• Take ownership of client engagements and contribute to team development

Requirements

• 8–10+ years of public accounting experience is required
• Strong experience preparing tax returns is required
• Desire to become partner within 1 year is required
• Bachelor's degree is required
• CPA certification is required
• Proficiency in Word and Outlook is required
• Experience in public accounting is required
• Experience with additional software is preferred

Benefits

• Medical Insurance: Group health plan available with varying premiums based on deductible levels
• Employer Contribution: Company covers 70% of employee-only coverage and 55% of family coverage, plus a $1,800 annual contribution to the employee's HSA
• Dental & Vision: Coverage provided through Delta Dental
• 401(k): 100% match on the first 4% of employee contributions
• Paid Holidays: 52 hours of paid holidays annually
• Vacation: 2 weeks of paid vacation for experienced hires
• Sick/Personal Time: 40 hours of paid sick/personal leave
• Additional Benefits: Employer-paid life insurance, short-term and long-term disability coverage, and flexible work hours