Job Description
Join our elite tax team at Milwaukee Financial Group and become a cornerstone of financial excellence in Wisconsin's heartland. We're urgently seeking a meticulous Tax Associate to navigate complex tax landscapes and deliver unparalleled client solutions. This role offers rapid career progression, mentorship from CPA-certified seniors, and exposure to high-net-worth portfolios and corporate tax strategies. Enjoy modern workspaces in downtown Milwaukee, comprehensive benefits, and a culture that values precision and professional growth.
Responsibilities
- Prepare and file federal, state, and local tax returns for individual and corporate clients
- Conduct tax research and ensure compliance with evolving IRS regulations
- Analyze financial data to identify optimization opportunities and tax savings
- Collaborate with audit teams to resolve discrepancies and streamline processes
- Maintain meticulous client documentation and communication records
- Support IRS audits and tax authority inquiries with precision
- Train junior staff on tax software and compliance protocols
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 (Lacerte, ProSystem, or CCH)
- Deep knowledge of federal, state, and local tax codes
- Exceptional analytical and problem-solving abilities
- Strong written and verbal communication skills
- Ability to manage multiple deadlines with meticulous attention to detail
- Active CPA license or actively pursuing certification