Job Description
Join our dynamic finance team as a Part-Time Tax Associate and make a tangible impact on our clients' financial success. We're seeking a detail-oriented professional with a passion for tax compliance and client service. Enjoy flexible hours while gaining hands-on experience in individual and corporate taxation at one of Milwaukee's most respected tax advisory firms.
Why Join Us? Competitive compensation, hybrid work options, and ongoing professional development opportunities in a collaborative environment.
Responsibilities
- Prepare and file individual and corporate tax returns in compliance with federal and state regulations
- Conduct tax research and provide strategic advice to minimize tax liabilities
- Review financial documents and identify potential tax deductions and credits
- Communicate complex tax concepts clearly to clients through written reports and consultations
- Assist in IRS audits and tax-related inquiries with meticulous documentation
- Utilize tax software (e.g., Lacerte, ProSystem fx) for efficient processing
- Collaborate with senior associates on tax planning strategies for diverse client portfolios
Qualifications
- Bachelor's degree in Accounting, Finance, or related field (or equivalent experience)
- 1-3 years of tax preparation experience with individual and corporate returns
- Active CPA certification or enrolled agent status preferred
- Proficiency in tax software and Microsoft Excel
- Strong analytical skills with attention to detail and accuracy
- Excellent written and verbal communication abilities
- Ability to work independently while meeting deadlines in a fast-paced environment
- Familiarity with Wisconsin tax regulations