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Tax Specialist

2 months ago

Milwaukee, Wisconsin, United States Jobot Full time
Position Overview:
This opportunity is hosted by Jobot. We are currently seeking a dedicated and knowledgeable Tax Accountant to become an integral part of our professional team. As a Tax Accountant, you will engage directly with clients, manage a variety of responsibilities, and play a key role in their financial success.

Why Consider This Role?
  • Professional Growth: This position offers numerous opportunities for skill enhancement and knowledge expansion across various financial domains. You will receive mentorship and exposure to diverse client scenarios.
  • Work-Life Balance: We prioritize a healthy work-life balance, allowing for a manageable work schedule that avoids the intense demands often found in larger firms.
  • Impactful Contributions: In a small office environment, your efforts will have a direct and significant impact on our clients' financial outcomes.
  • Attractive Compensation: We offer a competitive salary package that reflects your experience and performance, with opportunities for advancement.
  • Comprehensive Benefits: Enjoy 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: 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 reports, and annual information returns.
  • Prepare various U.S. and state income tax returns for individuals, fiduciaries, and businesses.
  • Manage tax filings for clients and provide year-round tax planning assistance.
  • Collaborate with financial advisors and third parties to address client inquiries.
  • Maintain a professional work environment with no overnight travel required.

Qualifications:
  • Coursework aligned with CPA licensure or equivalent CPA experience.
  • Membership in relevant professional organizations.
  • Adherence to continuing education requirements.
  • Familiarity with tax software such as ProSystem or similar.
  • This role is primarily on-site with some flexibility in hours.

We look forward to discussing this opportunity with you.