Tax Manager

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.

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)