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Finance 🏢 Full Time ⭐️ Verified

Tax Associate

Milwaukee Tax Partners LLC
Milwaukee
Estimated Salary
USD 65.000 – USD 85.000
New
Live Update
12 Agustus 2026
Deadline
12 Agu 2027

Job Description

Join our dynamic tax team at Milwaukee Tax Partners LLC and accelerate your career in one of Wisconsin's most vibrant financial hubs. We're seeking a detail-oriented Tax Associate to support our diverse client portfolio ranging from individuals to mid-sized corporations. Enjoy immediate onboarding, competitive compensation, and comprehensive training in cutting-edge tax software and compliance frameworks. This is your chance to make an immediate impact in a collaborative environment while advancing your expertise in federal, state, and local tax regulations.

Responsibilities

  • Prepare and file accurate federal, state, and local tax returns for individual and corporate clients
  • Conduct tax research and analysis on complex tax issues using authoritative sources
  • Assist in tax planning strategies to optimize client financial positions
  • Review and reconcile financial statements to ensure tax compliance
  • Collaborate with senior tax professionals on audit support and IRS correspondence
  • Utilize tax software (e.g., Lacerte, ProSystem fx) for efficient processing
  • Maintain client relationships through proactive communication and deliverables

Qualifications

  • Bachelor's degree in Accounting, Finance, or related field required
  • 1-3 years of tax preparation experience (internship counts)
  • Active CPA candidate or CPA license preferred
  • Proficiency in Microsoft Office Suite and tax software applications
  • Strong analytical skills with attention to detail and accuracy
  • Excellent written and verbal communication skills
  • Ability to manage multiple deadlines in a fast-paced environment
  • Knowledge of IRS tax codes and Wisconsin state regulations

Required Skills

Tax Preparation CPA Financial Analysis Tax Compliance IRS Regulations Lacerte ProSystem fx Microsoft Excel Accounting Software

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