Tax Specialist

1 week ago


Milwaukee, Wisconsin, United States Jobot Full time
Position Overview:
This opportunity is presented by Jobot. We are looking for a dedicated and skilled Tax Accountant to become a vital part of our reputable CPA firm. As a Tax Accountant, you will engage directly with clients, manage a variety of responsibilities, and play a crucial role in their financial achievements.

What We Offer:
  • Professional Growth: Enhance your expertise and broaden your knowledge across multiple financial domains. This role offers substantial learning opportunities, mentorship, and exposure to diverse client scenarios.
  • Work-Life Harmony: Experience a balanced work schedule that avoids the overwhelming demands often found in larger firms. We prioritize a healthy work-life balance and value the well-being of our employees.
  • Impactful Contributions: Be part of a vibrant team in a compact office environment where your efforts significantly influence our clients' financial outcomes.
  • Attractive Compensation: Receive a competitive salary package that reflects your experience, with opportunities for advancement based on your performance.
  • Comprehensive Benefits: Enjoy health, dental, and short-term disability insurance, along with retirement savings plans. We also cover annual licensing fees, professional dues, and continuing education (CPE) to foster your career development.
  • Ongoing Training: Access continuous training and development resources to ensure compliance with state and professional education requirements.

Key Responsibilities:
  • Conduct monthly bank reconciliations and prepare financial statements for our accounting clientele.
  • Assist clients with payroll tax, sales tax reporting, and annual information returns.
  • Prepare various U.S. and state income tax returns for individuals, fiduciaries, and businesses.
  • Manage additional tax filings for clients and provide year-round tax planning assistance.
  • Collaborate with financial advisors and external parties to address client inquiries.
  • Maintain a professional work environment with no overnight travel required.

Qualifications:
  • Completion of coursework necessary for CPA licensure or equivalent experience as a CPA.
  • Membership in the Wisconsin Institute of CPAs and the American Institute of CPAs.
  • Adherence to state and professional continuing education requirements.
  • Proficiency in ProSystem or similar tax software.
  • This position is primarily on-site with some flexibility in hours, and overnight travel is not necessary.


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