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A bit about us:

Are you seeking opportunities for professional growth and advancement? Do you desire to work with a diverse client base and contribute to client success? Are you a leader looking to be part of a firm's evolution and growth?

Would you appreciate a work environment that values work-life balance while maintaining professionalism?

If this resonates with you, please consider joining our team! We are a Wauwatosa-based CPA firm. We specialize in providing tax, accounting, and auditing services to small and medium-sized businesses as well as individuals. We're currently in search of a Tax Manager to lead a team of six and report to the Tax Director.

Why join us?

  • Competitive Salary
  • Retirement plan with match
  • PTO
  • Health and Dental insurance
  • Firm provided CPE

Job Details

RESPONSIBILITIES:

  • Review tax returns for Individuals, Businesses, trusts, estates, and non-for-profits.
  • Identify and respond to client issues in a timely, accurate, positive, and professional manner.
  • Communicate advice and answer questions of other associates relating to clients’ accounting and tax situations.
  • Communicate proactively with clients and engagement partners regarding project status, client service opportunities, and other significant matters in a timely manner.
  • Proactively seek out new business opportunities with both current and prospective clients by participating in various business development activities and having a comprehensive understanding of services provided by the firm.
  • Attain a thorough technical competency and industry specific expertise through CPE, firm/industry group events, webinars, etc.
  • Research tax issues and respond to tax authority inquiries.
  • Work with Tax Director to improve department processes and communication with audit and accounting services departments.
  • Develop people through effectively supervising, training, coaching, and mentoring all levels of staff.
  • Provide tax planning services for clients.
  • Provide thought leadership and insightful recommendations surrounding a broad range of complex issues by leveraging expertise and experience.

QUALIFICATIONS:

  • CPA required
  • Master’s degree in Taxation preferred
  • At least 5 years’ experience providing tax compliance and consulting services
  • Successful track record mentoring and supervising staff
  • Highly proficient with technology, including Microsoft Office applications, Quickbooks and ProSystem's tax software.
  • Excellent written and verbal communications skills
  • Commitment to outstanding client service
  • Ideal candidate will exhibit strong active listening and learning, critical thinking, and decision-making skills.
  • Ability to monitor and assess the performance of yourself, other individuals, or organizations to make improvements or take corrective action.

Apply or contact Chasen Ruesch directly!
chasen.ruesch@jobot.com
949-200-8428 (text capable)
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