Tax Manager

ABOUT THE COMPANY :

Client has been providing comprehensive financial services to residential and commercial clients in Madison, WI and the surrounding areas since 2013. We're a small, growing firm with a long history of success in the areas of individual, corporate, trust, estate, and gift tax return preparation, along with consulting, bookkeeping, and payroll. Our focus is to deliver assurance, tax, accounting, and specialized solutions that provide the information needed to successfully manage our client's business and everyday life. We assist our clients with creating a growth plan combined with a tax strategy to leverage any potential tax benefits that may exist.

JOB SUMMARY :

Prepare and review business and individual tax returns

Review less senior team members completed tax returns for accuracy, and provide feedback for learning opportunities

Establish and maintain client and staff relationships

Tax planning and projections requested by clients

Research tax issues

Provide recommendations for internal process improvements

Maintain an understanding and knowledge of changes in tax law by reading professional literature or attending tax seminars and training courses

Consult with clients to develop a basic understanding of their financial affairs and the scope of their tax liabilities

Answer calls and emails from clients in a timely manner

Utilizes strong analytical, research and critical thinking skills, as well as decision-making skills to assist with client needs regarding individual and business decisions

Perform other related duties as assigned

PREFERRED SKILLS :

CPA (Certified Public Accountant) or EA (Enrolled Agent) designation preferred

Bachelor's degree in Accounting preferred

Minimum 5 years tax preparation experience

Wolters Kluwer CCH Axcess tax software experience preferred

Understanding of Generally Accepted Accounting Principles (GAAP)

Excellent analytical skills with an attention to detail

Strong verbal and written communication skills

Ability to manage multiple projects in a deadline-driven environment

Willingness to be a team player

General proficiency with Microsoft Teams, Excel, Word, and Outlook

Strong organizational skills

BENEFITS : Medical insurance

Dental insurance

Vision insurance

Life insurance, short-term and long-term disability

Retirement plan with 3% employer match

Unlimited PTO

Company paid educational materials and expenses

Bonus program

Hybrid work environment