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Base pay range
$105,000.00/yr - $125,000.00/yr
Additional compensation types
Annual Bonus
Our client, a well-established mid-sized public accounting firm in Greater Milwaukee, WI, is seeking a Tax Manager to join their team. This firm specializes in tax planning and compliance services for high-net-worth individuals and their related entities, including trusts, estates, private foundations, and closely held businesses.
This is a great opportunity for a tax professional who enjoys building strong client relationships and working on complex, high-value tax matters in a collaborative and high-touch environment.
Key Responsibilities:
- Manage and review complex individual, trust, partnership, and private foundation tax returns
- Provide proactive tax planning and advisory services to high-net-worth clients
- Serve as a trusted advisor and primary contact for a portfolio of clients
- Lead, mentor, and review work of junior staff and seniors
- Collaborate with attorneys, financial advisors, and other client representatives
- Stay current on tax law changes and help identify planning opportunities
- Ensure accurate and timely completion of tax filings
Qualifications:
- CPA required
- Minimum of 6 years of tax experience, preferably in public accounting
- Strong expertise with high-net-worth individuals, trusts, and pass-through entities
- Excellent interpersonal and client service skills
- Proven experience managing engagements and supervising staff
Why This Opportunity:
- Established firm with a strong reputation and loyal client base
- High-quality, complex work focused on high-net-worth planning
- Supportive, team-oriented culture with long-term growth potential
- Flexible hybrid work environment and strong work-life balance
If you're an experienced tax professional looking to take the next step in your career with a firm that values technical excellence and client relationships, we'd love to hear from you.
Seniority level
Seniority level
Mid-Senior level
Employment type
Employment type
Full-time
Job function
Job function
Accounting/Auditing-
Industries
Accounting
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Inferred from the description for this job
Medical insurance
Vision insurance
401(k)
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