Job Description
Join Milwaukee Tax Solutions as a Part-Time Tax Associate and become a vital part of our dynamic finance team! We're seeking a detail-oriented professional to support our clients with comprehensive tax preparation and compliance services. This flexible role offers the perfect opportunity to leverage your tax expertise while maintaining work-life balance in Milwaukee's thriving business district. Enjoy competitive compensation, professional development opportunities, and a collaborative environment where your skills make a tangible impact.
Responsibilities
- Prepare and file individual and business tax returns in compliance with IRS and state regulations
- Conduct thorough tax research to identify deductions, credits, and optimization opportunities
- Review financial documents for accuracy and completeness of tax-related information
- Communicate with clients to gather necessary documentation and address tax-related inquiries
- Utilize tax software (e.g., Lacerte, ProSystem fx) for efficient return processing
- Assist with tax planning strategies for individuals and small businesses
- Stay current on tax law changes and implement best practices in all procedures
Qualifications
- Bachelor's degree in Accounting, Finance, or related field (or equivalent experience)
- 2+ years of tax preparation experience with individual and small business returns
- Proficiency in tax software and Microsoft Office Suite
- Strong analytical skills with attention to detail and accuracy
- Valid CPA license or actively pursuing CPA certification
- Excellent communication and client relationship management abilities
- Ability to work independently while collaborating in a team environment
- Flexible availability during tax season (Jan-April)