Tax Senior

Warady & Davis LLP; Milwaukee (WI); Hybrid; USD 84,000 - 109,000; Full time

Benefits offered by this job

Comprehensive benefits

Professional development programs

Hybrid work environment

Bonus compensation program

Job summary

A leading accounting firm located in Milwaukee, WI is seeking a Tax Senior to provide excellent client service and lead engagements. This role involves preparing complex tax returns, mentoring staff, and resolving IRS tax matters. Candidates should have a BS/MAS degree and CPA, with a minimum of 3 years of tax experience in public accounting. Competitive compensation and benefits are offered, including a hybrid workplace with flexible scheduling.

Qualifications

• Minimum 3 years tax experience required.
• Public accounting firm experience a MUST.
• Accounting knowledge a plus.

Responsibilities

• Direct staff accountants as part of client engagement.
• Review and prepare medium to high complexity tax returns.
• Resolve IRS and State Tax notices.

Skills

Client service

Communication

Tax return preparation

Research tax issues

Mentoring

Education

BS/MAS Degree

CPA

Job description

Specializing in privately-held businesses, not-for-profit organizations, related business owners, family members and individuals, W&D is dedicated to helping our clients & people succeed. We offer an outstanding career path, significant growth & income potential and excellent, comprehensive benefits.

W&D offers a full scope work experience – from work papers through financials to preparing the tax return. You’ll be involved in every aspect of client engagements. And, we have a diverse client base, so we keep you inspired with assignments that vary by industry sector and service area. You also have the opportunity to specialize in industries and practice areas that interest you. This position will be dedicated at least 50% to serving 501(c)3, 501(c)6, and other not-for-profit clients with the balance focused on for-profit and employee benefit plan audit. Note: If desired, this role can be 100% dedicated to W&D’s not-for-profit practice.

Tax Senior Job duties include:

• Provide outstanding client service and communication
• Direct staff accountants as part of a client engagement team
• Preparation of medium to high complexity tax returns
• Review of low complexity tax returns
• Research tax issues and filing requirements that affect tax compliance
• Research tax issues using internal revenue code, treasury regulations and other relevant authorities/guidance
• Assist in drafting tax technical memorandums
• Resolve IRS and State Tax notices
• Mentor interns and staff accountants

Tax Senior Requirements:

• BS/MAS Degree
• CPA
• Public accounting firm experience a MUST
• Accounting knowledge a plus
• Minimum 3 years tax experience

The bottom line is that at W&D, we know what’s important in life:

• Work that is satisfying & rewarding.
• People who are open & supportive.
• Surroundings that give you the freedom & opportunity to succeed.
• A great team built on friendships.
• The opportunity to have your opinions heard and respected by management.
• A balance of hard work & fun. Year-round, we host parties & events that celebrate a sense of family & team spirit.
• Leading technology to enhance your efficiency.
• A professional development curriculum designed to continually build your technical & management skills.
• Business casual attire.
• Hybrid workplace with year-round flexible scheduling and summer Fridays.

W&D has enjoyed impressive growth over the last 75+ years and together with W&D Consulting LLC, we look forward to continued profitable expansion. As a member of the Warady & Davis team, you will have many advantages including: a comprehensive, hands-on training program, direct client and Partner contact, diverse work and industry exposure, and outstanding salary and benefits, to name a few. Most importantly, you will have the opportunity to become a key player in our firm – and our clients’ – success.

We are proud to be named a “100 Best Accounting Firms to Work for” nationally by Accounting Today, a “Best Place to Work for Millennials” in America by Best Companies and The Center for Generational Kinetics, and a “Best Place to Work in Illinois” by The Daily Herald. Together we create an exceptional, cohesive team of people who are passionate about what we do and are committed to our clients’ success and to each other.

Compensation and Benefits Disclosure

The estimated base salary range for this position is $84,000 – $109,000. This range represents a good faith estimate of what Warady & Davis reasonably expects to pay at the time of posting. Actual compensation may vary based on several factors, including, but not limited to, the candidate’s specific skills, certifications, years of experience, relevant education, market conditions, and required travel.

This position is also eligible to participate in the Warady & Davis annual bonus compensation program, reflecting our pay-for-performance philosophy. Inclusive of bonus opportunities, the total estimated compensation range for this role is $89,500 – $123,500.

In addition to compensation, employees are eligible to participate in Warady & Davis benefit programs, which include medical, dental, and vision coverage, as well as other wellness and employee assistance programs.

The salary range information is provided in accordance with applicable state and local salary transparency laws currently in effect and may be updated as new regulations are implemented.

Equal Opportunity Employer

Warady & Davis LLP is an equal opportunity employer and considers all qualified applicants equally without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, or disability status.

Accountants | Auditors | Consultants | CPAs - Warady & Davis LLP is a Top 25 Chicago CPA Firm that provides audit, accounting, tax and consulting services to privately-held businesses, high net-worth individuals across the United States, including Chicago (IL), Milwaukee (WI) and surrounding areas. The firm provides a variety of accounting, tax, audit, technology, forensic, consulting and advisory services to guide businesses toward their goals. W&D's industries served include construction, healthcare, medical and dental practices, nonprofits, manufacturing, real estate, wholesale & distribution and closely-held businesses.