Tax Manager — Wealth Planning & Client Advisory

Kestra Financial; Madison (WI); On-site; USD 85,000 - 125,000; Full time

Benefits offered by this job

Full benefits package

Job summary

Bluespring Wealth Midwest seeks a Tax Manager to prepare individual and business tax returns, review with the Head of Tax, and provide proactive tax planning for clients. You will work closely with Wealth Advisors and Financial Planning Specialists across the client base.

Strong knowledge of Wisconsin taxes and multistate filings is preferred. You will engage with clients during filing season, maintaining documentation and offering clear, practical tax guidance in plain language.

Qualifications

• Two to four years of experience preparing individual or business tax returns in a public accounting firm, tax practice, or wealth management firm.
• Bachelor’s degree in accounting or a related field.
• CPA or Enrolled Agent credential, or active progress toward one, preferred.
• Solid working knowledge of individual taxation, including investment income, capital gains and cost basis, retirement account distributions, and pass‑through income reported on K‑1s.
• Experience with Wisconsin returns and multistate filings is a plus.
• Proficiency with professional tax preparation and research software and with Excel.
• Strong attention to detail and the ability to manage many open engagements at once through deadline periods.
• Clear, courteous communication, and the confidence to explain a return and discuss planning opportunities with clients in plain language.
• Availability for extended hours during filing season.

Responsibilities

• Return Preparation: Prepare individual and business income tax returns (Forms 1040, 1065, 1120-S) for review.
• Reconcile client source documents (brokerage 1099s, K‑1s) against firm data.
• Prepare extensions and quarterly estimated payment calculations.
• Document workpapers to enable review and support, with clear notes.
• Draft responses to IRS and state notices for review.
• Planning Support: Prepare tax projections and scenario analyses with the Tax Lead and advisory team.
• Flag items on a return needing planning discussion with the Wealth Advisor.
• Stay current on federal/state tax law changes affecting individuals and closely held businesses.
• Engagement Administration: Manage document collection and client follow-up with the Tax Administrator.
• Maintain status tracking and client records in the tax workflow system.
• Coordinate e-filing, payment processing, and delivery of completed returns.
• Client Meetings and Advice: Meet with clients to review returns and explain results; discuss planning for year ahead with Wealth Advisor.

Skills

Tax preparation

Wisconsin returns

Multistate filings

Communication

Attention to detail

Time management

Filing season availability

Education

Bachelor's degree in accounting or related field

CPA or Enrolled Agent credential or active progress toward one

Tools

Excel

Tax software (professional)

Tax research tools

Job description

Bluespring Wealth Midwest seeks a Tax Manager to prepare individual and business tax returns, review with the Head of Tax, and provide proactive tax planning for clients. You will work closely with Wealth Advisors and Financial Planning Specialists across the client base.

Strong knowledge of Wisconsin taxes and multistate filings is preferred. You will engage with clients during filing season, maintaining documentation and offering clear, practical tax guidance in plain language.