Truity Partners
Our client, an organization in the Milwaukee County area, is looking for a Tax Director with 7+ years of experience, inquisitive mindset, and excellent leadership skills. This position is hybrid and offers flexibility, a collaborative culture, and a brand-new office to work in.
Base pay range: $170,000.00/yr - $210,000.00/yr.
Responsibilities
Lead preparation of federal and state tax returns for family‑owned and personal entities, including corporations, partnerships, trusts, individuals, and foundations.
Develop and implement long‑term tax strategies aligned with family office goals, focusing on risk mitigation and optimization.
Oversee continuous improvement of tax processes, reporting, and technology, leveraging automation and AI where possible.
Serve as primary liaison with tax authorities, handling audits, correspondence, and complex tax matters.
Ensure audit‑ready tax documentation, work papers, and compliance records with a continuous improvement focus.
Monitor legislative and regulatory changes, proactively adjusting strategies to maintain compliance and optimize opportunities.
Collaborate with Finance, Legal, and external advisors on strategic initiatives and special projects.
Mentor and develop tax team members, promoting excellence, accountability, and continuous learning.
Qualifications
Bachelor’s degree in accounting is required; CPA or advanced degree preferred.
7+ years of related tax and management experience, preferably in corporate or public accounting environments.
Proficiency in tax software systems and Microsoft Office Suite.
Experience mentoring and supervising staff.
Strong analytical and problem‑solving skills, with a proactive and innovative mindset.
Exceptional written, verbal, and presentation skills, with a demonstrated ability to communicate complex concepts in a simple and understandable manner.
Advanced mathematical and reasoning abilities, including statistical analysis and financial modeling.
Seniority level: Director. Employment type: Full‑time. Location: Milwaukee County, WI.
Equal Opportunity Employer. The compensation philosophy reflects the company’s reasonable expectation at the time of posting. Actual compensation is influenced by a variety of factors including, but not limited to, skills, experience level, and overall qualifications. This role may also be eligible for a discretionary incentive program subject to applicable rules.
Benefits: Medical insurance, Vision insurance, 401(k).
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Base pay range: $170,000.00/yr - $210,000.00/yr.
Responsibilities
Lead preparation of federal and state tax returns for family‑owned and personal entities, including corporations, partnerships, trusts, individuals, and foundations.
Develop and implement long‑term tax strategies aligned with family office goals, focusing on risk mitigation and optimization.
Oversee continuous improvement of tax processes, reporting, and technology, leveraging automation and AI where possible.
Serve as primary liaison with tax authorities, handling audits, correspondence, and complex tax matters.
Ensure audit‑ready tax documentation, work papers, and compliance records with a continuous improvement focus.
Monitor legislative and regulatory changes, proactively adjusting strategies to maintain compliance and optimize opportunities.
Collaborate with Finance, Legal, and external advisors on strategic initiatives and special projects.
Mentor and develop tax team members, promoting excellence, accountability, and continuous learning.
Qualifications
Bachelor’s degree in accounting is required; CPA or advanced degree preferred.
7+ years of related tax and management experience, preferably in corporate or public accounting environments.
Proficiency in tax software systems and Microsoft Office Suite.
Experience mentoring and supervising staff.
Strong analytical and problem‑solving skills, with a proactive and innovative mindset.
Exceptional written, verbal, and presentation skills, with a demonstrated ability to communicate complex concepts in a simple and understandable manner.
Advanced mathematical and reasoning abilities, including statistical analysis and financial modeling.
Seniority level: Director. Employment type: Full‑time. Location: Milwaukee County, WI.
Equal Opportunity Employer. The compensation philosophy reflects the company’s reasonable expectation at the time of posting. Actual compensation is influenced by a variety of factors including, but not limited to, skills, experience level, and overall qualifications. This role may also be eligible for a discretionary incentive program subject to applicable rules.
Benefits: Medical insurance, Vision insurance, 401(k).
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