Lead Tax Consultant

2 months ago


Sister Bay, Wisconsin, United States KerberRose S.C. Full time

Senior Tax Advisor at KerberRose S.C.

Embrace the dynamic atmosphere and intellectually stimulating challenges of tax season, while enjoying the flexibility and opportunities for personal and professional growth available outside of peak periods in this tax-focused position.

Dive into a diverse range of industries and specialized fields, enhance your accounting expertise, and benefit from the guidance of skilled CPAs through mentorship and talent development initiatives.

Discover a fulfilling career path in this vibrant role that offers avenues for advancement.

We are motivated by the creativity and commitment of our exceptional professionals and continuously seek individuals who aspire to make a difference and cultivate a rewarding career.


Key Responsibilities:

  • Establish and nurture relationships with new and existing clients while demonstrating a fundamental understanding of their businesses.
  • Conduct tax planning and occasionally engage in specialized tasks, such as business valuations or estate planning.
  • Prepare and assist in the review of federal and state income tax returns for individuals, corporations, real estate, and nonprofit organizations.
  • Draft research memoranda, written correspondence/guidance, and other documents for submission to the IRS or other tax authorities.
  • Oversee multiple clients, budgets, and production targets.
  • Prepare compiled and reviewed financial statements.
Qualifications:

  • Bachelor's Degree in Accounting.
  • CPA Certification preferred or eligible.
  • 3-5 years of recent experience in public accounting.

Culture and Core Values: At KerberRose, we foster a supportive and professional environment characterized by a personal touch. We prioritize creating a workplace that encourages and nurtures both professional and personal development.

Our core values shape our culture:

  • Honesty
  • Integrity
  • Respect
  • Work-Life Balance
  • Community Engagement

Our team members are our greatest assets, which is why we provide frequent opportunities for recognition and achievement.


Benefits:

  • Opportunities for Mentorship and Talent Development Programs.
  • Continuing Professional Education.
  • Generous Paid Time Off and Holidays.
  • Employer Matching 401(K) & Profit-Sharing Plan.
  • Financial incentives for CPA and Enrolled Agent designations.
  • Comprehensive Health, Dental, Vision, and Life Insurance.
  • Limited Flex Spending Account/Section 125 Plan.
  • Health Savings Account.
  • Short-Term and Long-Term Disability.
  • Wellness Reimbursement and Programs.
  • Student Loan Repayment Program.
  • Business Development Incentives.

KerberRose is nationally recognized for its flexible workplace practices and is among Inside Public Accounting's Top 200 Firms.


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