Job Description
Join Milwaukee's premier tax services firm as a Tax Associate and accelerate your career in finance. We're seeking a detail-oriented professional to deliver exceptional tax compliance and advisory services to our diverse client portfolio. Enjoy hybrid work arrangements, comprehensive benefits, and continuous professional development in a collaborative environment.
Responsibilities
- Prepare and file federal, state, and local tax returns for individuals and businesses
- Conduct tax research and ensure compliance with current IRS regulations
- Analyze financial statements to identify tax optimization opportunities
- Manage client relationships and provide responsive tax advisory support
- Collaborate with senior team members on complex tax planning strategies
- Maintain accurate client documentation and electronic filing systems
Qualifications
- Bachelor's degree in Accounting, Finance, or related field (CPA/Master's preferred)
- 2+ years of tax preparation experience in public accounting
- Proficiency in tax software (UltraTax, ProSystem, Lacerte)
- Strong knowledge of individual and corporate taxation
- Excellent analytical and problem-solving abilities
- Active CPA license or progress toward certification