CPA Tax Manager - Milwaukee

About the role

This is a customer facing position; the expectation will be to travel to the home office once a month or very least quarterly to meet with the team and clients. (If you are located in the surrounding Milwaukee area, this position will be hybrid.)

Responsibilities

• Supervise, mentor, and develop tax staff
• Review staff-prepared tax returns for accuracy and compliance
• Prepare, review, and sign a variety of tax returns, including:
• Partnerships, S‑Corporations, and C‑Corporations (including multi‑state filings)
• Individual and Trust tax returns
• Manage client billing and support invoice processes
• Build and maintain strong client relationships as a trusted advisor
• Conduct tax research, projections, and correspondence with tax authorities
• Lead business development initiatives and community engagement
• Manage projects and client portfolios at a strategic level

Qualifications

• Bachelor’s degree in Accounting, Finance, or related field
• Strong understanding of Basic Accounting Principles
• Active CPA license required
• Ability to manage seasonal workloads
• Willingness to travel as needed for client engagements and professional growth
• Experience with ProSystem fx Tax and Fixed Assets software (preferred)

Required Skills

• Strong project management and organizational skills
• Proven success in client relationship management and business development
• Strategic mindset with a passion for solving complex tax challenges

Preferred Skills

• Experience with ProSystem fx Tax and Fixed Assets software