Tax Manager

KerberRose; Sister Bay (WI); On-site; USD 120,000 - 180,000; Full time

Job summary

KerberRose is seeking a Tax Manager to join our team in Wisconsin. This role focuses on complex federal and state tax matters for diverse clients across industries. You will mentor staff, engage in business development, and lead engagements with financial rigor and client service excellence.

The position emphasizes strong client relationships, technical tax expertise, and a collaborative culture that values professional growth and contribution to firm success.

Qualifications

• Bachelor’s degree in accounting.
• CPA certification.
• 9+ years of recent public accounting experience.
• 2+ years in a supervisory or people leadership role.
• Strong technical tax knowledge, communication skills, and attention to detail.

Responsibilities

• Maintain strong client relationships and demonstrate an understanding of clients’ businesses and tax needs.
• Review federal and state income tax returns for individuals, businesses, and exempt organizations.
• Prepare tax research memoranda, written correspondence, and technical guidance related to federal, state, and local tax matters.
• Assist with responses to notices and requests from taxing authorities, as needed.
• Train, mentor, and support the development of staff through review, coaching, and knowledge sharing.
• Participate in business development activities, including identifying opportunities, supporting proposals, and strengthening existing client relationships.
• Manage multiple client engagements and budgets while meeting firm and client deadlines.

Skills

Public accounting

People leadership

Tax knowledge

Communication skills

Attention to detail

Education

Bachelor's degree in accounting

CPA certification

Job description

Description

KerberRose is looking for a Tax Manager to join our team. In this tax-focused role, you’ll thrive in the fast-paced, intellectually rewarding environment of tax season—while also benefiting from the flexibility and meaningful personal and professional growth opportunities available during the off-season. You'll work with a diverse range of industries and niche areas, apply your accounting expertise, and share your advanced knowledge to support the growth and development of fellow team members. This is a dynamic role where you can truly love what you do and do what you love. With clear paths for career advancement and the chance to make a lasting impact, KerberRose offers a fulfilling career fueled by the innovation, dedication, and talent of our professionals. We’re always looking for passionate individuals ready to grow with us and help shape the future of our firm.

Responsibilities

• Maintain strong client relationships and demonstrate an understanding of clients’ businesses and tax needs.
• Review federal and state income tax returns for individuals, businesses, and exempt organizations.
• Prepare tax research memoranda, written correspondence, and technical guidance related to federal, state, and local tax matters.
• Assist with responses to notices and requests from taxing authorities, as needed.
• Train, mentor, and support the development of staff through review, coaching, and knowledge sharing.
• Participate in business development activities, including identifying opportunities, supporting proposals, and strengthening existing client relationships.
• Manage multiple client engagements and budgets while meeting firm and client deadlines.

Requirements

• Bachelor’s degree in accounting
• CPA certification
• 9+ years of recent public accounting experience
• 2+ years in a supervisory or people leadership role
• Strong technical tax knowledge, communication skills, and attention to detail

Culture and Core Values

KerberRose offers a fun, supportive atmosphere of professionalism marked by a personal touch. We believe in creating an environment that encourages and supports professional and personal development.

• Honesty
• Integrity
• Respect
• Balanced Life
• Community Oriented

Our team members are our most valuable assets, which is why KerberRose team members are given frequent opportunities for achievement and recognition.

Benefits

• Mentorship and Talent Development Program Opportunities
• Continuing Professional Education
• Paid Time Off and Holidays
• Employer Matching 401(K) and Profit Sharing Plan
• Financial incentive for CPA and Enrolled Agent designations
• Health, Dental, Vision, and Life Insurance
• Flexible Spending Account/Section 125 Plan
• Health Care Reimbursement Account
• Short-Term and Long-Term Disability
• Wellness Reimbursement and Programs
• Student Loan Repayment Program
• Business Development Incentives

KerberRose is nationally recognized for its flexible workplace practices and is one of Inside Public Accounting’s Top 200 Firms.