Job Description
Join our award-winning financial team in Milwaukee as a Part-Time Tax Associate. We're seeking a detail-oriented professional to deliver exceptional tax services while building meaningful client relationships. Enjoy flexible scheduling and competitive compensation in a collaborative environment that values work-life balance.
Our ideal candidate thrives in dynamic settings where precision meets client advocacy. You'll leverage cutting-edge tax software while contributing to impactful financial strategies for individuals and small businesses across Wisconsin.
Responsibilities
- Prepare and file accurate federal, state, and local tax returns for individual and business clients
- Conduct thorough tax research and provide strategic guidance on deductions and credits
- Review financial documents to ensure compliance with IRS regulations and tax codes
- Collaborate with senior advisors to develop comprehensive tax planning solutions
- Maintain client relationships through proactive communication and exceptional service
- Utilize tax software (Lacerte/ProSeries) for efficient return processing
- Stay current with tax law changes through continuous professional development
Qualifications
- Bachelor's degree in Accounting, Finance, or related field required
- 2+ years of tax preparation experience with individual and small business returns
- Active CPA or Enrolled Agent certification preferred
- Proficiency in tax preparation software and Microsoft Office Suite
- Strong analytical skills with meticulous attention to detail
- Excellent written and verbal communication abilities
- Ability to work independently while collaborating in team environments
- Valid Wisconsin driver's license for occasional client meetings