Job Description
Join our award-winning tax team in Milwaukee and launch your career in finance! We're seeking a detail-oriented Tax Associate to deliver exceptional client services while advancing your expertise in tax compliance and planning. At Milwaukee Financial Group, we invest in your growth through mentorship programs, continuing education, and clear advancement paths. Enjoy modern downtown offices, competitive benefits, and a collaborative culture that values innovation.
Responsibilities
- Prepare and file federal, state, and local tax returns for individual and corporate clients
- Conduct tax research and ensure compliance with current tax laws and regulations
- Analyze financial data to identify tax-saving opportunities and deductions
- Collaborate with senior advisors to develop comprehensive tax strategies
- Manage client relationships through clear communication and proactive support
- Maintain accurate documentation and electronic filing systems
- Stay updated on tax legislation changes through continuous learning
Qualifications
- Bachelor's degree in Accounting, Finance, or related field required
- 1-3 years of tax preparation experience preferred
- CPA or Enrolled Agent certification strongly encouraged
- Proficiency in tax software (e.g., ProSystem, Lacerte, or UltraTax)
- Strong analytical skills with attention to detail and accuracy
- Excellent written and verbal communication abilities
- Ability to manage multiple deadlines in a fast-paced environment
- Active Wisconsin CPA license or willingness to obtain within 6 months