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Finance 🏢 Full Time ⭐️ Verified

Tax Associate

Milwaukee Financial Group
Milwaukee
Estimated Salary
USD 55.000 – USD 75.000
New
Live Update
26 September 2026
Deadline
26 Sep 2027

Job Description

Join our award-winning tax team in Milwaukee and accelerate your career in finance! We're urgently seeking a detail-oriented Tax Associate to deliver exceptional client service and drive compliance excellence. This is your opportunity to work with Fortune 500 clients in a dynamic, growth-oriented environment. Enjoy competitive compensation, comprehensive benefits, and mentorship from industry leaders.

Responsibilities

  • Prepare and file federal, state, and local tax returns for corporate and individual clients
  • Conduct tax research and ensure compliance with evolving regulations
  • Develop and implement tax planning strategies to minimize client liabilities
  • Collaborate with audit and consulting teams on cross-functional projects
  • Maintain accurate client documentation and tax databases
  • Represent clients during IRS/state tax authority examinations

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 fx, or similar)
  • Strong knowledge of federal and Wisconsin tax codes
  • Excellent analytical and problem-solving abilities
  • Exceptional written and verbal communication skills
  • Ability to manage multiple deadlines in a fast-paced environment

Required Skills

Tax Preparation Tax Compliance IRS Audit Support Tax Planning Financial Analysis Lacerte ProSystem fx Microsoft Excel

Ready to Take This Challenge?

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