Tax Manager

Truity Partners; Waukesha (WI); On-site; USD 110,000 - 160,000; Full time

Job summary

Truity Partners in the Waukesha area seeks a Tax Manager to oversee a portfolio of tax engagements for business and individual clients, mentor staff, and deliver high-quality tax and accounting services.

The role emphasizes proactive tax planning, client relationship development, and staying current with tax laws. CPA required; 5+ years in public accounting; Bachelor's in Accounting. This on-site position offers leadership opportunities within a collaborative firm.

Qualifications

• Bachelor's degree in Accounting or related field required.
• CPA certification required.
• 5+ years of progressive public accounting experience required.
• Strong tax compliance and planning experience with the ability to review complex tax returns and provide client guidance.
• Experience with financial statement compilations and reviews strongly preferred.
• Previous experience supervising, reviewing, or managing the work of accounting staff.
• Demonstrated ability to develop and maintain strong client relationships.
• Excellent written and verbal communication skills with the ability to explain technical matters in a clear and approachable manner.
• Strong leadership and interpersonal skills with the ability to coach and develop team members.
• Excellent organizational and project management skills with the ability to successfully manage multiple client engagements and deadlines.
• Proactive, service-oriented professional with strong judgment and problem-solving abilities.

Responsibilities

• Manage a portfolio of tax engagements, ensuring work is completed accurately, efficiently, and within established deadlines.
• Serve as a primary point of contact for clients, developing strong relationships and gaining an understanding of their businesses and financial needs.
• Review federal and state income tax returns for businesses and individuals while providing guidance on complex tax matters.
• Provide proactive tax planning and advisory services to help clients identify opportunities and navigate changing tax requirements.
• Coordinate engagement workflows, establish priorities, and ensure appropriate allocation of work across the team.
• Review work prepared by staff and provide technical guidance, coaching, and feedback.
• Mentor and develop accounting professionals while supporting their continued technical and professional growth.
• Assist clients with tax notices, inquiries, and other compliance-related matters.
• Support accounting and financial statement engagements, including compilations and reviews, as needed.
• Research technical tax and accounting issues and communicate findings and recommendations clearly to clients and internal teams.
• Identify opportunities to expand client relationships by understanding broader business needs and providing relevant solutions.
• Maintain awareness of changes in tax laws, regulations, and professional standards.
• Collaborate with partners and other firm leaders on client service, staff development, and practice initiatives.
• Balance multiple engagements and competing priorities while maintaining a high level of responsiveness and client service.

Skills

Leadership

Communication

Client relationships

Project management

Coaching staff

Education

Bachelor's degree in Accounting

CPA certification

Job description

Our client is an organization in the Waukesha area looking for a Tax Manager. Our client is looking for an experienced public accounting professional with strong technical tax knowledge, proven leadership abilities, and a client-focused approach. This individual will oversee a portfolio of client engagements while developing trusted relationships, mentoring staff, and ensuring high-quality tax and accounting services.

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

RESPONSIBILITIES

• Manage a portfolio of tax engagements, ensuring work is completed accurately, efficiently, and within established deadlines.
• Serve as a primary point of contact for clients, developing strong relationships and gaining an understanding of their businesses and financial needs.
• Review federal and state income tax returns for businesses and individuals while providing guidance on complex tax matters.
• Provide proactive tax planning and advisory services to help clients identify opportunities and navigate changing tax requirements.
• Coordinate engagement workflows, establish priorities, and ensure appropriate allocation of work across the team.
• Review work prepared by staff and provide technical guidance, coaching, and feedback.
• Mentor and develop accounting professionals while supporting their continued technical and professional growth.
• Assist clients with tax notices, inquiries, and other compliance-related matters.
• Support accounting and financial statement engagements, including compilations and reviews, as needed.
• Research technical tax and accounting issues and communicate findings and recommendations clearly to clients and internal teams.
• Identify opportunities to expand client relationships by understanding broader business needs and providing relevant solutions.
• Maintain awareness of changes in tax laws, regulations, and professional standards.
• Collaborate with partners and other firm leaders on client service, staff development, and practice initiatives.
• Balance multiple engagements and competing priorities while maintaining a high level of responsiveness and client service.

The Tax Manager will possess the following:

EXPERIENCE REQUIRED

• Bachelor's degree in Accounting or a related field required.
• CPA certification required.
• 5+ years of progressive public accounting experience required.
• Strong tax compliance and planning experience with the ability to review complex tax returns and provide client guidance.
• Experience with financial statement compilations and reviews strongly preferred.
• Previous experience supervising, reviewing, or managing the work of accounting staff.
• Demonstrated ability to develop and maintain strong client relationships.
• Excellent written and verbal communication skills with the ability to explain technical matters in a clear and approachable manner.
• Strong leadership and interpersonal skills with the ability to coach and develop team members.
• Excellent organizational and project management skills with the ability to successfully manage multiple client engagements and deadlines.
• Proactive, service-oriented professional with strong judgment and problem-solving abilities.