Tax Senior: Passthrough Compliance & Strategy

Milwaukee Succeeds; Milwaukee (WI); Hybrid; USD 82,000 - 110,000; Full time

Job summary

Milwaukee Succeeds seeks a Tax Senior in Core Tax Services - Passthrough Focus to apply tax knowledge, gather client data, and support planning for passthrough entities. You will prepare accruals, reviews, and collaborate with associates under supervision.

The role emphasizes research skills, accurate documentation, and timely delivery of returns. Strong communication and supervisory capabilities are essential for success within the team.

Qualifications

• Bachelor's degree in Accounting, Finance, Economics or Statistics OR Bachelor's degree in other focus area and CPA certification (or Authorization to Test for the CPA exam, or equivalent documentation, prior to start date in your state of employment), required
• Masters in Accountancy or Taxation, preferred
• Two (2) or more years of prior relevant tax experience and/or public accounting, private industry accounting or consulting/professional services experience, preferred
• Industry expertise in one or more tax specialty, preferred
• Prior basic supervisory experience, preferred

Responsibilities

• Tax Compliance: ensure clients comply with authorities while minimizing tax and burdens; manage projects; answer preparer questions; conduct detailed reviews; meet internal deadlines; identify book-to-tax differences
• Research: identify when research is needed; frame issues; report analysis; apply firm standards for preparation of tax returns.
• ASC 740 (FAS 109 and FIN 48) Tax Accruals: apply Firm policies; prepare provision workpapers; discuss with team members; review footnotes.
• Tax Consulting: develop and implement methods to maximize client benefits; identify opportunities to reduce tax liability; gather information for controversy work; document positions and archive.
• Strategy Development: develop new ideas to improve client or firm position; prepare studies of tax implications
• Other duties as required
• Supervisory Responsibilities: may supervise and manage day-to-day work of Core Tax Services Associates; provide feedback; mentor staff

Skills

Verbal communication

Written communication

Follow instructions

Team training

Analytical thinking

Research

Education

Bachelor's degree in Accounting/Finance/Economics/Statistics or CPA track

Master's in Accountancy or Taxation, preferred

Tools

Microsoft Office Suite

Tax research databases

Tax software

Job description

Milwaukee Succeeds seeks a Tax Senior in Core Tax Services - Passthrough Focus to apply tax knowledge, gather client data, and support planning for passthrough entities. You will prepare accruals, reviews, and collaborate with associates under supervision.

The role emphasizes research skills, accurate documentation, and timely delivery of returns. Strong communication and supervisory capabilities are essential for success within the team.