Tax Manager: Client-Facing Growth & CPA Path

Goldstein Advisors, LLC; Madison (WI); On-site; USD 75,000 - 110,000; Full time

Benefits offered by this job

Health insurance

401(k) plan

Dental insurance

Vision insurance

Job summary

Goldstein Advisors, LLC, a client-centric Registered Investment Advisor, seeks a motivated Tax Manager to join our growing tax practice. This mid-level role combines hands-on tax preparation with direct client work.

You will prepare individual and business returns, meet with clients to review results, and provide proactive tax advice alongside our advisors and financial planners. Ideal candidates have 2–4 years of tax experience; CPA or Enrolled Agent is preferred and a commitment to fiduciary

Qualifications

• Bachelor’s degree in accounting or related field.
• 2–4 years of tax return preparation experience in public accounting or wealth management.
• CPA or Enrolled Agent preferred; candidates pursuing will be considered.
• Strong knowledge of individual taxation, including investment income, capital gains, and K‑1s.
• Experience with Wisconsin returns and multi-state filings is a plus.
• Proficiency with tax software and Excel.
• Excellent interpersonal and communication skills.
• Ability to manage multiple engagements through filing season.

Responsibilities

• Prepare individual and business income tax returns (Forms 1040, 1065, 1120-S) and state filings.
• Reconcile client source documents against firm data and manage document workflow.
• Prepare extensions and quarterly estimated payments; draft IRS and state notices.
• Meet with clients to review results and discuss changes from prior year.
• Provide proactive tax planning advice and strategy.
• Stay current on federal and Wisconsin tax law changes.
• Collaborate with advisors and support staff to deliver client service.

Skills

CPA/EA preferred

Excel proficiency

Strong communication

Attention to detail

Tax preparation

Wisconsin tax knowledge

Education

Bachelor's degree in accounting

Tools

Tax software

Job description

Goldstein Advisors, LLC, a client-centric Registered Investment Advisor, seeks a motivated Tax Manager to join our growing tax practice. This mid-level role combines hands-on tax preparation with direct client work.

You will prepare individual and business returns, meet with clients to review results, and provide proactive tax advice alongside our advisors and financial planners. Ideal candidates have 2–4 years of tax experience; CPA or Enrolled Agent is preferred and a commitment to fiduciary