Tax Manager- Growing Advisory and Accounting Firm

Caliber Recruiting Group; Milwaukee (WI); On-site; USD 120,000 - 160,000; Full time

Benefits offered by this job

Medical plan

Dental plan

Job summary

Caliber Recruiting Group in Milwaukee seeks a Tax Manager or Senior Tax Manager to join a growing, locally owned accounting and client advisory firm. You will lead tax engagements for partnerships, C-Corps, S-Corps, trusts, and high-net-worth individuals, mentor staff, and collaborate with partners on complex tax strategies.

Qualifications include a BA/BS in accounting, 5–7 years public accounting tax experience, CPA preferred or in progress, and proficiency with tax software (CCH, ProSystem).

Qualifications

• BA/BS in accounting or equivalent.
• 5–7 years public accounting experience, preferably in tax.
• CPA preferred or CPA in progress and ability to sit for CPA exam soon.

Responsibilities

• Lead tax engagements for partnerships, C-Corps, S-Corps, HNW individuals, trusts and estates.
• Mentor and coach junior tax staff.
• Collaborate with partners on complex tax strategies and reviews.

Skills

Tax planning

Mentoring

Communication

Research

Education

BA/BS in accounting

CPA preferred

Tools

CCH

ProSystem

Job description

We have partnered with a growing top-rated locally owned accounting and client advisory services firm here in the greater Milwaukee, WI area in search for an additional Tax Manager or Senior Tax Manager (based on experience and needs).

This locally based CPA firm helps local area business in various industries including logistics, retail, distribution, manufacturing, healthcare, construction, and more.

The focus is on maximizing tax savings, achieving business financial goals, and help business grow through strategic advisory consulting, valuation services, fractional CFO support, and estate planning and succession.

Pay & Details of the Role:

• Salary- $120,000- $160,000 per year. based on experience
• Medical and Dental Plan
• Strong analytical and technical tax accounting skills with the ability to research and implement tax liability and asset protection strategies
• Ability to perform tax prep (minor) and tax review work with multiple entities including partnerships, C Corps, S Corps, High Net Worth individuals, as well as trusts and estate entities
• Ability to be a good leader and interact well with other tax employees and act as a mentor and coach for more junior tax employees
• Work with the partners and founders for reviewing any complex issues and or strategies for multiple clients

Qualifications:

• BA or BS in accounting or equivalent (Finance, Business, Data analytics)
• 5-7 years of public accounting experience, preferable in a tax role and senior tax role
• CPA preferred and or CPA in progress and ability to sit for CPA relatively soon
• Experienced in a variety of Tax / accounting software programs including CCH, Pro system, and or other tax planning software
• Experience with tax review on C-Corp, S-Corp, individual, HNW, and complex entity arrangements
• ASC 740 experience is also helpful
• Detail oriented and great personal skills working with high profile clients, founders, CEOs, and VPs or multi million dollar organizations