Job Description
Join Milwaukee's premier tax advisory firm and launch your career in finance! We're seeking a motivated Tax Associate to deliver exceptional service to our diverse client portfolio. Enjoy competitive compensation, comprehensive benefits, and a collaborative environment designed for growth.
Responsibilities
- Prepare and file federal, state, and local tax returns for individuals and businesses
- Conduct tax research and compliance analysis using authoritative sources
- Develop client relationships through proactive communication and strategic planning
- Collaborate with senior advisors on complex tax strategies and audits
- Maintain accurate client records and documentation in compliance with IRS guidelines
- Utilize tax software (e.g., Lacerte, ProSystem fx) for efficient processing
Qualifications
- Bachelor's degree in Accounting, Finance, or related field
- 1-3 years of tax preparation experience (internship acceptable)
- CPA candidate or actively pursuing CPA certification
- Proficiency in Microsoft Office and tax software platforms
- Strong analytical skills with attention to detail
- Excellent written and verbal communication abilities
- Ability to manage multiple deadlines in a fast-paced environment