Job Description
Join our award-winning Milwaukee tax team and make an impact in the heart of Wisconsin's financial district. As a Part-Time Tax Associate, you'll deliver exceptional client experiences while building expertise in individual and small business taxation. We offer flexible scheduling, competitive compensation, and a culture that values work-life balance and professional growth.
Our ideal candidate thrives in detail-oriented environments and possesses strong analytical skills. You'll work alongside CPAs and tax professionals while preparing returns, advising clients, and ensuring compliance with ever-evolving tax regulations. This role is perfect for ambitious tax professionals seeking a part-time opportunity with a forward-thinking firm.
Responsibilities
- Prepare and file federal and state individual income tax returns
- Assist with small business tax compliance (S-Corps, Partnerships, LLCs)
- Review financial documents for accuracy and completeness
- Respond to IRS and state tax authority inquiries
- Utilize tax software (ProSeries, Lacerte, or similar) for efficient processing
- Conduct tax planning consultations for moderate-income clients
- Maintain client confidentiality and adhere to ethical standards
Qualifications
- Bachelor's degree in Accounting, Finance, or related field
- 1-3 years of tax preparation experience
- Active PTIN (Preparer Tax Identification Number)
- Proficiency in tax preparation software and Microsoft Excel
- Strong attention to detail and problem-solving abilities
- Excellent written and verbal communication skills
- Ability to work independently and manage deadlines
- Basic knowledge of IRS publications and tax codes