Tax Supervisor: Client Relations & Mentorship

Wegner CPAs; Madison (WI); On-site; USD 85,000 - 120,000; Full time

Job summary

Wegner CPAs in Madison seeks an experienced accounting professional to lead complex tax returns and financial engagements. You will mentor staff, review work, and grow client relationships through strategic marketing and proactive guidance.

The role requires 4+ years of accounting experience, GAAP knowledge, and strong teamwork. Public accounting background is preferred; local candidates are encouraged to apply.

Qualifications

• 4+ years of progressive accounting experience.
• Proficiency in Microsoft Office.
• Proficient in CCH Axcess Tax and Document Software.
• Demonstrated knowledge of GAAP.
• Demonstrated effective teamwork and leadership skills.
• Previous experience working in a public accounting firm is desired.

Responsibilities

• Prepare complex business tax returns and financial statement engagements.
• Research client questions and provide useful business advice.
• Serve as a resource by reviewing tax returns and financial statements.
• Assume increasing levels of responsibility for managing clients and be a relationship manager.
• Develop and execute a Personal Marketing Plan.
• Increase attendance at client events.
• Identify niches or sectors to develop contacts and join relevant associations.
• Participate in new client proposals.
• Mentor team members, provide feedback, and manage workload.
• Evaluate performance of Staff and Senior Accountants and recommend training needs.
• Supervise Staff and Senior Accountants on larger engagements.

Skills

Teamwork

Leadership

Communication

Microsoft Office

GAAP Knowledge

Tools

CCH Axcess Tax

Document Software

Job description

Wegner CPAs in Madison seeks an experienced accounting professional to lead complex tax returns and financial engagements. You will mentor staff, review work, and grow client relationships through strategic marketing and proactive guidance.

The role requires 4+ years of accounting experience, GAAP knowledge, and strong teamwork. Public accounting background is preferred; local candidates are encouraged to apply.