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Tax Manager

Tax Manager

CFSVerona, WI, United States
16 days ago
Job type
  • Full-time
Job description

Tax Manager

A well-established investment and wealth management firm is seeking a Tax Manager to lead its growing tax practice. With over 700 tax clients and a senior partner preparing for retirement, this is a rare opportunity for a seasoned Tax Manager to step into a leadership role and help shape the future of the firm.

Why This Opportunity Stands Out :

  • Immediate opportunity to take ownership of 300+ transitioning clients
  • Fast-track to Partner within 1-2 years, with equity buy-in potential
  • Collaborative, growth-oriented team culture

Strong benefits package including :

  • 401(k) match + profit sharing
  • Health insurance (Quartz Health)
  • Life and disability coverage
  • Work-life balance :

  • Busy season : ~60+ hours / week
  • Non-busy season : ~40 hours / week
  • Responsibilities :

  • The Tax Manager will oversee preparation of returns for individuals, nonprofits, S-Corps, C-Corps, and partnerships
  • Lead and mentor junior tax staff
  • Manage client relationships and ensure high-quality service delivery
  • Drive improvements in systems and processes
  • Support expansion into outsourced accounting and bookkeeping services
  • Utilize tools such as Lacerte Tax Software, QuickBooks Online, and Creative Solutions
  • Candidate Profile :

  • 5+ years of tax experience
  • Bachelor's degree in Accounting
  • CPA or EA required
  • Proven experience as a Tax Manager or in a senior tax role
  • Strong leadership and client management skills
  • Strategic mindset with the ability to grow and evolve the practice
  • The ideal Tax Manager will be comfortable with change and excited to take ownership of their role
  • A successful Tax Manager in this firm will be process-driven, collaborative, and ready to make an impact
  • Salary : $95,000 to $120,000

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    Tax Manager • Verona, WI, United States

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