Tax Manager

2 weeks ago


Brookfield, United States Goodwill TalentBridge Full time

Tax Manager/Tax Expert

Combine your passion and knowledge of tax in this unique role as a Tax Manager & Tax Expert, working for our client, a wealth management, multi-family office firm. In this role you will collaborate with firm leadership to manage complex tax returns for a unique high net-worth clientele. This role offers an Executive compensation package and path to partnership. Executive compensation commensurate with experience.

Essential Duties And Responsibilities

Review complex tax planning projections for individual and corporate estimated tax liability Review complex federal and state individual income, partnership, S-Corp, foundation, gift tax, and estate tax returns Conduct and/or oversee complex tax research and present findings and conclusions Respond to IRS and state taxing authority audits, inquiries, and tax notices Communicate with IRS and state taxing authorities and clients in connection with audits, inquiries, and tax notices Delegate tax projects to staff and provide tax assistance as needed Communicate directly with existing clients, colleagues, management, and IRS and state taxing authorities regarding various tax matters Resource for staff regarding tax law and assist in training staff in tax related matters

Compensation: $200,000 base salary, discretionary profit sharing program, comprehensive benefits including education reimbursement and retirement plans.

Qualifications

Subject matter expert regarding current Tax law and changes. CPA certification required. Bachelor’s degree in accounting or other major with tax and accounting emphasis. 10 + years' experience in public accounting with experience preparing and reviewing various types of tax returns (trust, partnership, corporate, individual etc.) and financial statements required.

PandoLogic. Keywords: Tax Specialist, Location: BROOKFIELD, WI - 53008 #J-18808-Ljbffr



  • Brookfield, United States Alliance Tax & Accounting Service Full time

    **About us** Alliance Tax Group - The Premier Tax Resolution/Tax Planning firm in the Midwest. We're looking to fill a Tax Resolution Case Manager position. You might be the right person for this challenging and rewarding position if... - You are looking for the next step in your career and love to lead people. - Respect for the client is your #1...

  • Tax Lawyer

    5 days ago


    Brookfield, United States Faith Law Firm LLC Full time

    Job DescriptionJob DescriptionWe are seeking a Tax Lawyer to take a key role in our growing law firm. You will represent both individuals and business clients in solving both state and federal tax problems. Responsibilities:Represent clients in tax court or before the IRS and state agencies.Prepare and draft offers in compromise with clientsNegotiate...


  • Brookfield, United States SVA Certified Public Accountants, S.C. Full time

    SVA is looking for a Supervisor to join our growing Tax team in our Brookfield, WI location. This is the opportunity you have been looking for! In this role, you will develop your skills across industries, find your passion and the perfect fit. You will benefit from continuous learning through client-facing interactions and develop an in-depth understanding...

  • Senior Accountant

    1 day ago


    Brookfield, United States SVA Inc Full time

    SVA is looking for a Senior Accountant to join our growing Tax team in our Brookfield, WI location. This is the opportunity you have been looking for! In this role, you will develop your skills across industries, find your passion and the perfect fit. You will benefit from continuous learning through client-facing interactions and develop an in-depth...

  • Senior Accountant

    2 weeks ago


    Brookfield, United States SVA Inc Full time

    SVA is looking for a Senior Accountant to join our growing Tax team in our Brookfield, WI location. This is the opportunity you have been looking for! In this role, you will develop your skills across industries, find your passion and the perfect fit. You will benefit from continuous learning through client-facing interactions and develop an in-depth...

  • Controller

    1 week ago


    Brookfield, United States Sheraton Milwaukee Brookfield Full time

    Job Summary: The Controller is responsible for all activities related to budgeting forecasting profit and loss reporting and account reconciliation for operating and balance sheet accounts for our hotel location. This role directly oversees all accounting activities related to income auditing cashiering accounts payable processing accounts receivable...

  • Town Treasurer

    1 month ago


    Brookfield, Wisconsin, United States Town of Brookfield Full time

    Brookfield is seeking qualified applicants for the full-time position of Town Treasurer. Responsibilities include managing town's investments, cash, debt service, tax title, bond issuance and administration of payroll, including fringe benefits and related personnel requirements.Municipal financial experience essential; working knowledge of municipal...

  • Senior Wealth Advisor

    3 weeks ago


    Brookfield, United States NAPFA Consumer Group Full time

    Financial Strategies, Inc. (FSI), one of Wisconsin’s leading Fee-Only, comprehensive financial planning firms for over 33 years, is seeking an experienced and talented CERTIFIED FINANCIAL PLANNER practitioner (CFP) to join our planning team. FSI’s distinct value is helping our clients have a sound financial future and the financial security they deserve....

  • Staff Accountant

    1 week ago


    Brookfield, United States BetaNXT Full time

    The Company BetaNXT is the next wave in wealth management technology and outsourcing solutions. We focused on solving our customers most demanding integration challenges with flexible, efficient, connected solutions. Our products reduce enterprise cost, streamline operation processes, increase advisor productivity, and enhances the investor experience....

  • Staff Accountant

    7 days ago


    Brookfield, United States BetaNXT Inc Full time

    Job DescriptionJob DescriptionThe CompanyBetaNXT is the next wave in wealth management technology and outsourcing solutions. We focused on solving our customers most demanding integration challenges with flexible, efficient, connected solutions. Our products reduce enterprise cost, streamline operation processes, increase advisor productivity, and enhances...

  • Staff Accountant

    1 month ago


    Brookfield, United States BetaNXT Inc Full time

    Job DescriptionJob DescriptionThe CompanyBetaNXT is the next wave in wealth management technology and outsourcing solutions. We focused on solving our customers most demanding integration challenges with flexible, efficient, connected solutions. Our products reduce enterprise cost, streamline operation processes, increase advisor productivity, and enhances...

  • Senior Accountant

    3 weeks ago


    Brookfield, United States Schwaab Full time

    Job Description Job Description Summary Schwaab Inc. is seeking an experienced and detail-oriented Senior Accountant to join our team. As a small manufacturing company, we pride ourselves on our commitment to excellence and innovation in our industry. The Senior Accountant will play a vital role in overseeing our financial operations and ensuring accuracy,...

  • Senior Accountant

    3 weeks ago


    Brookfield, United States Schwaab Inc Full time

    Job DescriptionJob DescriptionSummary Schwaab Inc. is seeking an experienced and detail-oriented Senior Accountant to join our team. As a small manufacturing company, we pride ourselves on our commitment to excellence and innovation in our industry. The Senior Accountant will play a vital role in overseeing our financial operations and ensuring accuracy,...

  • Senior Accountant

    4 weeks ago


    Brookfield, United States Schwaab Inc Full time

    Job DescriptionJob DescriptionSummary Schwaab Inc. is seeking an experienced and detail-oriented Senior Accountant to join our team. As a small manufacturing company, we pride ourselves on our commitment to excellence and innovation in our industry. The Senior Accountant will play a vital role in overseeing our financial operations and ensuring accuracy,...

  • Senior Accountant

    20 hours ago


    Brookfield, United States Schwaab Inc Full time

    Job DescriptionJob DescriptionSummary Schwaab Inc. is seeking an experienced and detail-oriented Senior Accountant to join our team. As a small manufacturing company, we pride ourselves on our commitment to excellence and innovation in our industry. The Senior Accountant will play a vital role in overseeing our financial operations and ensuring accuracy,...


  • Brookfield, Wisconsin, United States Gallagher Full time

    About Us: Indulge your passion for problem-solving and embrace the thrill of addressing risk head-on at Gallagher's global brokerage team. Join a family of diverse minds, united by a relentless pursuit of excellence. As part of our team, you'll be the architect of protection, safeguarding businesses and empowering their ambitions. Together, we'll build a...