Job Description
Join our dynamic finance team as an immediate-hire Tax Associate in Milwaukee! We're seeking a detail-oriented professional to manage individual and corporate tax compliance, deliver exceptional client service, and support year-round tax planning initiatives. This is a unique opportunity to advance your career in a collaborative environment with competitive compensation and growth potential.
Responsibilities
- Prepare and file federal, state, and local tax returns for individuals and businesses
- Conduct tax research and ensure compliance with evolving tax regulations
- Develop and maintain client relationships through proactive communication
- Analyze financial data to identify optimization opportunities
- Collaborate with senior tax professionals on complex tax strategies
- Utilize tax software (e.g., Lacerte, ProSeries) for efficient processing
- Support audits and respond to IRS/state inquiries
Qualifications
- Bachelor's degree in Accounting, Finance, or related field
- 1-3 years of tax preparation experience (CPA preferred)
- Proficiency in tax preparation software and Microsoft Office
- Strong analytical skills with attention to detail
- Excellent written and verbal communication abilities
- Ability to manage multiple deadlines in a fast-paced environment
- Active Wisconsin CPA license or eligibility to obtain
- Knowledge of IRS and Wisconsin tax codes