Tax Professional

3 weeks ago


Milwaukee, Wisconsin, United States Karlson Tax and Accounting Full time
Job Overview

Karlson Tax and Accounting is seeking a highly skilled Tax Professional to join our team. As an Accountant/Tax Accountant, you will be responsible for providing exceptional client service and ensuring timely and accurate tax preparation and financial management.

Key Responsibilities:

  • Perform bookkeeping functions for small business clients, including financial statement preparation and analysis.
  • Prepare and review personal and corporate tax returns, ensuring compliance with all relevant tax laws and regulations.
  • Provide expert advice on tax planning and consulting services to clients.
  • Develop and maintain strong relationships with clients, ensuring their financial needs are met and exceeded.
  • Stay up-to-date with changes in tax laws and regulations, ensuring our clients receive the best possible service.

Requirements:

  • Bachelor's degree in accounting or equivalent work experience.
  • Must pass criminal and credit background checks.
  • IRS PTIN is required.
  • Actively studying and preparing for CPA certification is a plus.

Why Work for Us:

  • Flexible work schedule outside of tax season.
  • Potential for early out Fridays.
  • Potential for an equity interest in the business.
  • Opportunity to become an investment advisor.

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