Tax Specialist

1 week ago


Milwaukee, Wisconsin, United States Jobot Full time
Position Overview:
This opportunity is presented by Jobot. We are currently in search of a dedicated and skilled Tax Accountant to become a vital part of our esteemed CPA firm. In this role, you will engage directly with clients, manage a variety of responsibilities, and play a crucial role in their financial well-being.

Why Consider This Role?
  • Professional Growth: This position offers a unique chance to enhance your expertise in various financial domains. You will receive mentorship and exposure to diverse client scenarios.
  • Work-Life Integration: We prioritize a balanced work schedule, ensuring that our employees enjoy a healthy work-life integration.
  • Impactful Contributions: As part of a small yet dynamic team, your efforts will significantly influence our clients' financial outcomes.
  • Attractive Compensation: We offer a competitive salary package based on your experience, with opportunities for advancement linked to performance.
  • Comprehensive Benefits: Our benefits include health, dental, and short-term disability insurance, along with retirement savings plans. We also cover annual licensing fees and continuing professional education (CPE) to support your career development.
  • Ongoing Training: You will have access to 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 clients.
  • 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 support year-round tax planning.
  • 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 experience as a CPA.
  • Membership in relevant professional organizations.
  • Adherence to continuing education requirements.
  • Familiarity with tax software such as ProSystem or equivalent.
  • This position is primarily on-site with some flexibility in hours.


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