Taxation Strategy Manager

2 weeks ago


Osceola, Wisconsin, United States The Ladders Full time
Join Our Team as a Senior Tax Consultant

We are a dynamic CPA firm looking for a dedicated professional to support our management team. This role involves assisting with tax strategy formulation, preparing financial statements, managing small business accounting, and conducting in-depth research on tax-related matters. Candidates must be proficient in utilizing contemporary tax and accounting software applications to efficiently complete assignments, manage multiple deadlines, and prioritize tasks effectively.

Why Choose Us?
  • We are a progressive firm offering a variety of accounting and auditing services to clients across the region. We seek an enthusiastic individual who values leadership, integrity, collaboration, and a balanced work-life environment.
  • We believe in empowering high performers to shape their own career trajectories. With multiple locations, we foster collaboration and networking opportunities that allow you to discover your unique niche within our organization.
  • This position offers a hybrid work model after an initial period of employment.
Key Responsibilities:
  • Oversee multiple complex tax engagements.
  • Develop and implement innovative tax strategies and provide exceptional client service.
  • Identify and leverage business opportunities within our existing client base while actively seeking new clients.
  • Collaborate with team members to ensure accurate and timely completion of individual and business tax returns.
  • Analyze tax situations from various perspectives to maximize tax benefits.
  • Conduct research on tax issues and provide insightful analysis and conclusions.
  • Lead, mentor, and develop junior team members.
Qualifications:
  • Bachelor's degree in Taxation, Accounting, or a related field.
  • Active CPA license required.
  • A minimum of five years of relevant experience, preferably in public accounting.
  • Proficient in accounting software systems (e.g., QuickBooks, Thomson Reuters) and skilled in MS Office Suite (Excel, Word, Outlook).
  • Previous supervisory experience is essential.
  • Ability to engage with high-level clients and review tax returns effectively.
  • Willingness to participate in business development and community engagement.
  • Understanding of the entrepreneurial mindset of business owners.
  • Commitment to delivering outstanding customer service.
  • Interest in coaching and supporting employee development.
  • Passion for staying informed about the evolving tax regulations and policies.
Physical Requirements:
  • Ability to lift up to 20 pounds; capable of standing or sitting for extended periods and typing regularly.
Benefits:

We offer a comprehensive benefits package that includes:
  • Medical, dental, and vision coverage (with significant employer contribution).
  • Flexible spending accounts (FSA) and health savings accounts (HSA) with employer contributions.
  • Employer-paid life insurance, short-term disability, and long-term disability coverage.
  • 401(k) plan with a competitive match.
  • Generous paid time off (PTO) policy and paid holidays.
We invite you to explore a rewarding career with us.
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