Tax Manager - Wealth Planning & Client Advisory Lead

Bluespring Wealth Partners, LLC; Madison (WI); On-site; USD 70,000 - 110,000; Full time

Benefits offered by this job

Competitive pay and benefits

401(k)

Health insurance

Tuition reimbursement

Training & development

Job summary

Bluespring Wealth Midwest in Madison, WI is hiring a Tax Manager to prepare individual and business returns and provide proactive tax advice. You’ll work under the Head of Tax with the Wealth Advisors to deliver comprehensive planning and timely filing for clients.

This role suits a preparer with 2–4 years of experience, a CPA or EA credential preferred, and a proven ability to manage multiple engagements during busy season while communicating clearly with clients.

Qualifications

• Two to four years of experience preparing individual or business income tax returns.
• Bachelor’s degree in accounting or related field.
• CPA or Enrolled Agent credential, or active progress toward one, preferred.
• Solid knowledge of individual taxation, including investment income, capital gains and cost basis.
• Experience with Wisconsin returns and multistate filings is a plus.
• Proficiency with tax software and Excel; strong attention to detail.

Responsibilities

• Prepare individual and business income tax returns for review by the Head of Tax.
• Reconcile client source documents against account data.
• Prepare extensions and quarterly estimated payments.
• Document workpapers with clear review notes.
• Draft responses to IRS and state notices.
• Prepare tax projections and planning analyses with the advisory team.
• Flag items needing planning discussion and involve Wealth Advisor.
• Stay current on federal and state tax law changes.
• Manage document collection and client follow-up throughout the cycle.
• Maintain client records and coordinate e-filing and payments.
• Meet with clients to review returns and discuss year-to-year changes.
• Provide proactive tax advice for the year ahead in coordination with Wealth Advisor.

Skills

Attention to detail

Client communication

Time management

Deadline-driven

Extended hours availability

Education

Bachelor’s degree in accounting or related field

CPA or Enrolled Agent credential, or progress toward one

Tools

Tax preparation software

Excel

Job description

Bluespring Wealth Midwest in Madison, WI is hiring a Tax Manager to prepare individual and business returns and provide proactive tax advice. You’ll work under the Head of Tax with the Wealth Advisors to deliver comprehensive planning and timely filing for clients.

This role suits a preparer with 2–4 years of experience, a CPA or EA credential preferred, and a proven ability to manage multiple engagements during busy season while communicating clearly with clients.