Tax Senior Team Lead

1 week ago

Brookfield, Wisconsin, United States Sikich Full time
About This Opportunity

We are seeking a highly skilled and experienced Senior Tax Leader to join our team in Milwaukee. As a key member of our tax department, you will be responsible for overseeing multiple client engagements, supervising tax planning and business succession planning projects, and managing budgets.

Job Responsibilities
  • Oversee the efforts of multiple client engagements, including supervising tax planning and business succession planning engagements with the ability to manage to budget.
  • Tax return compliance review including forms 1040, 1120, 1120S, 1065 and 1041.
  • Consult with partners, businesses, and individual tax clients on various matters.
  • Work with other CPA and Advisory and Technology service team members to provide comprehensive business solutions to middle market businesses and their stakeholders.
  • Build and maintain strong, long-term relationships with key client sponsors and growing client base.
  • Develop workforce through effectively supervising, coaching and mentoring all levels of staff.
  • Conduct performance reviews and contribute to performance feedback for all levels of staff.
  • Assist partners and senior leaders with generating new business opportunities and building client networks and relationships.
  • Understand our service offerings and actively identify opportunities to better serve clients with our comprehensive solutions.
  • Contribute to people initiatives including recruiting, retaining, and training our team of up and coming professionals.
  • Ensure professional development through ongoing education.
  • Provide thoughtful leadership and insightful recommendations surrounding a broad range of complex issues by leveraging expertise and experience.
Requirements
  • BA/BS Degree in Accounting, Finance, or related field.
  • CPA or EA Certification (or in progress toward certification) preferred.
  • 3+ years' current public accounting experience.
  • 1+ years' experience leading teams, coaching, and mentoring staff.
  • Experience with tax compliance including review of Form 1040, 1120, 1120-S and 1065 tax returns.
  • Proficiency with computerized tax software & Microsoft Office.
  • Strong client rapport & project management skills.
  • Ability to manage competing priorities in a rapidly growing, fast-paced, interactive, results-based team environment.
  • Strong leadership, recruiting, training, and mentoring skills, coupled with excellent verbal, written, and presentation skills.
  • Comfortable working in a remote environment.
Salary Range

$80,000 - $110,000 per year, depending on experience.

Benefits
  • Flexible Time Off Policy allowing employees to take time off as needed.
  • Paid holidays during the year.
  • A comprehensive wellness program to engage, challenge and empower team members to take responsibility for their wellbeing.
  • Flexible work arrangements.
  • Health, dental, vision, life, and accident/death/disability insurance options.
  • HSA employer contribution.
  • Nine (9) paid holidays annually.
  • A robust paid Parental Bonding Leave program covering birth, adoption, and foster children.
  • 401(k) with employer contributions.
  • CPA bonus with four (4) paid exam days & four (4) paid study days.
  • Tuition reimbursement.
  • Employee referral bonus program.
  • Client referral bonus program.
  • Pet insurance.
  • FORCE - Sikich community volunteer program enabling each team member to use up to four hours of paid time annually to volunteer and make a difference in their local communities.

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