Job Description
Join our award-winning team as a Part-Time Tax Associate and elevate your finance career in Madison's vibrant business landscape. We're seeking a detail-oriented professional to support individual and small business clients during tax season while gaining hands-on experience with industry-leading software. Enjoy flexible hours, competitive compensation, and mentorship from CPAs in a collaborative environment.
Responsibilities
- Prepare and review federal/state tax returns using Lacerte and ProSeries software
- Conduct client consultations to gather financial documentation
- Research complex tax regulations and implement compliance strategies
- Assist with IRS audits and tax notices resolution
- Maintain organized digital client files in CRM systems
- Collaborate with senior advisors on tax planning initiatives
- Stay updated on Wisconsin tax law changes quarterly
Qualifications
- Bachelor's degree in Accounting/Finance with 1-3 years tax experience
- Active CPA or Enrolled Agent certification preferred
- Proficiency in QuickBooks and tax preparation software
- Strong analytical skills with attention to detail
- Excellent written and verbal communication abilities
- Ability to work 20-25 hours weekly (flexible scheduling)
- Wisconsin residency required for in-person client meetings