Tax Manager/Supervisor (Fort Atkinson)

MBE CPAs; Fort Atkinson (WI); Hybrid; USD 90,000 - 130,000; Full time

Benefits offered by this job

Onsite work options

Hybrid work options

Remote work available

Relocation packages

Health, dental & vision insurance

FSA/HSA options

PTO

401k with employer match

CPA assistance & continuing education

Supplemental insurance options (life,-

Bonuses for business development

Career growth opportunities

Job summary

MBE CPAs is seeking a Tax Manager to lead the tax team, manage client relationships, and ensure timely delivery of annual tax products and monthly financial work. The role involves preparing payroll, tax, and business records, and delivering strategies to improve clients’ tax outcomes.

You will coordinate with clients, senior staff, and partners, handling both corporate and individual tax matters while maintaining high service standards across busy tax seasons.

Qualifications

• 3+ years in a similar role within a public accounting firm.
• Strong client relationship building and communication skills.
• Experience with corporate and individual tax returns and related tax filings.

Responsibilities

• Prepare payroll, tax, and business records and reports.
• Prepare corporate and individual tax returns.
• Build new and strengthen existing client relationships and demonstrate knowledge of clients' businesses.
• Communicate with clients and provide recommendations to assist with financial or tax needs.

Skills

Client relationship management

Tax planning & compliance

Communication with clients

Education

Bachelor's degree in Accounting

CPA certification (desirable)

Job description

What's the role?

Tax Managers are a key part of the business tax team responsible for managing client relationships while ensuring final annual tax products and monthly financial work is produced and delivered to client within expected timelines. This includes:

• Preparing payroll, tax, and business records and reports.
• Preparing corporate and individual tax returns.
• Building new and strengthening existing client relationships while demonstrating basic knowledge of clients' businesses.
• Communicating and meeting with clients as requested; providing recommendations to assist clients with financial or tax needs.

What experience and skills do I need to be successful?

• 3+ years in a similar role within a public accounting firm.
• Bachelor's Degree in Accounting highly desired or equivalent work experience.
• CPA certification highly desired or ability to attain.

Great Perks and Benefits:

Some major perks this firm can offer are long-term job stability, work-life balance to support raising a family, and significant opportunity to grow your career within the firm. In addition:

• Onsite, hybrid, or remote work arrangements. Remote work allowed.
• Relocation packages including ability to work remotely during transition to area.
• Competitive medical, dental, and vision insurance plans.
• FSA/HSA account options.
• Paid Time Off (PTO).
• 401k employer matching program to save for retirement.
• Tuition reimbursement, CPA assistance, and professional growth opportunities through continuing education.
• Supplemental insurance options for life, AD&D, STD, LTD, and critical illness.
• Bonuses for helping with business development leads.
• Incredible potential for upward mobility and career growth.

What will my schedule look like?

At MBE, you'll enjoy the challenge of meeting deadlines during tax season with up to 50-60 hours weeks and the remainder of the year work 30-40 hour weeks flexing the typical Monday-Friday 8a-5p schedule around any personal passions or family time. We also welcome part time and seasonal team members!

More about the MBE Affiliate Group:

MBE CPAs is a team of accounting experts who use our industry-based knowledge to help others succeed in their financial journeys. We expanded our services from just accounting and tax to now include an entire affiliate group of services to support our clients with 19 office locations including 13 in Wisconsin in Black Earth, Door Country, Fort Atkinson, Mauston, Marshfield, Portage, Reedsburg, Sauk City, Sun Prairie, Tomah, Wausau, Wisconsin Dells-Lake Delton, and our corporate headquarters in Baraboo plus offices in Phoenix, Goodyear, and Chandler, Arizona, in Scottsbluff and Kimball, Nebraska, and Durango, Colorado.