Job Description
We are seeking a highly motivated Tax Associate to join our dynamic finance team in Milwaukee, WI. This is an Immediate Hire opportunity for a detail-oriented professional looking to advance their career in tax compliance and planning.
As a Tax Associate, you will play a crucial role in preparing complex tax returns, ensuring regulatory compliance, and providing strategic tax advice to our clients. If you excel in a fast-paced environment and have a passion for numbers, we want to hear from you.
Responsibilities
- Prepare and review federal, state, and local income tax returns for individuals and corporations.
- Conduct thorough tax research to support tax planning strategies and identify savings opportunities.
- Assist in the preparation of financial statements and supporting schedules.
- Communicate effectively with clients to discuss tax statuses, resolve issues, and explain complex tax concepts.
- Ensure all tax filings are submitted accurately and on time.
- Maintain strict confidentiality of all client financial data and tax records.
Qualifications
- Bachelor’s degree in Accounting, Finance, or a related field.
- 2+ years of experience in tax preparation, corporate or individual tax.
- CPA certification is a plus but not required for this role.
- Proficiency with tax preparation software (e.g., Drake, Lacerte, UltraTax CS, or QuickBooks).
- Strong proficiency in Microsoft Office Suite, particularly Excel.
- Excellent analytical skills and attention to detail.