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Lead Tax Strategist

2 months ago

Madison, Wisconsin, United States CyberCoders Full time
Lead Tax Strategist

We are a prominent mid-sized CPA firm located in Central Wisconsin, recognized for our exceptional services in Tax, Audit, and Advisory for both Individuals and Small-Medium businesses on a local and national level.

As an independent member of the BDO Alliance, our firm provides state-of-the-art technology and resources, cultivating a culture that promotes transparency and professional development.

We are currently seeking a Lead Tax Strategist to enhance our team. This position offers a unique opportunity to take on a leadership role within a thriving CPA firm, with a clear trajectory for career advancement.

Key Requirements:
  • Active CPA certification
  • Current experience as a Senior Tax Manager in a CPA firm

Preferred Qualifications:

  • Master's Degree in Accounting or Taxation
  • Expertise in Trust, Estate, & Gift matters

Core Responsibilities:

  • At least 8 years of experience in Public Accounting
  • A minimum of 3 years in a Tax Manager role
  • Expertise in Individual, Trust & Estate, and S-Corp taxation
  • Capability to supervise Senior Associates & Junior Managers
  • Bachelor's Degree in Accounting or a related field

What We Offer:

  • Competitive salary range ($140k - $170k based on experience)
  • Annual salary increases and a 401(k) plan with company matching
  • Opportunities for advancement to Principal/Partner
  • Comprehensive benefits package including Health, Dental, and Vision insurance
  • Short & Long-term disability coverage
  • Generous paid time off policy including 4 weeks of PTO plus 8 Paid Holidays
  • Flexible scheduling options
  • Exposure to high-net-worth individual clients

If you possess the necessary qualifications and are eager to advance your career in a nurturing environment, we encourage you to consider this exciting opportunity.