Financial Advisory - Tax Manager

We need to output HTML fragment with sections: About the role? Actually the posting includes description. We need headings for sections present: About the role? The description includes intro paragraphs about firm, role description. Could treat as "About the role" or "Overview". The instruction: use

for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). Include a section only when posting has real, specific content for it. So we need to decide which sections have content. We have: - Intro about firm and role: could be "About the role" (or "Overview"). - Responsibilities: "What You'll Do" with subpoints. - Requirements/Qualifications: "What You Bring" includes experience, degree, credentials, knowledge, etc. Could be "Requirements" or "Qualifications". We'll choose "Requirements". - Skills: maybe part of requirements but we can include "Skills" if there is specific skill list: proficiency with tax software, Excel, attention to detail, communication, etc. Could be separate. - Benefits: "Why Join Us?" includes core values, growth, etc. Also "Benefits to support you:" includes competitive pay and benefits, 401(k), health insurance, tuition reimbursement, etc. So we have benefits content. - Pay: Not explicitly stated; only "competitive compensation". That's vague; we should not create Pay section unless specific numbers. So omit Pay. - Schedule: Not specified; only "Availability for extended hours during filing season." That's somewhat schedule but not explicit schedule like full-time, hours. Might be considered schedule info? It's about extended hours. Could be considered schedule but it's vague. Probably better to omit Schedule unless explicit. The instruction: never create Pay/Schedule/Benefits sections unless posting actually states them. Benefits we have explicit list, so include Benefits. Schedule we have "Availability for extended hours during filing season." That's a statement about schedule expectations. Might be considered schedule content. But it's not a specific schedule like "Mon-Fri 9-5". It's still schedule-related. I'd include a Schedule section with that statement. But we need to avoid filler like "not specified". The statement is specific: extended hours during filing season. So we can include Schedule. Now we need to remove boilerplate: internal application policy, Kestra values, disclosure, etc. Also remove navigation, legal, EEO, etc. Also remove duplicated lines. We need to preserve all substantive information. So we need to keep the core description, responsibilities, requirements, benefits, schedule note. We'll produce HTML with

headings and appropriate

or

• . Let's extract content. About the role / Overview: combine introductory paragraphs up to "The Tax Manager prepares individual and business income tax returns...". Let's capture: "Lead with Purpose. Partner with Impact. Bluespring Wealth Midwest is a wealth management firm serving individuals, families, and business owners from offices in Madison, Milwaukee, and Minneapolis. The firm brings three established practices together as one team of more than 40 people, and it is a member firm of Bluespring Wealth Partners, a national platform that provides the technology, operations, and support behind our local teams. Our work sits at the intersection of wealth and taxes. Our tax professionals work in house, alongside the advisors who build each client’s plan, so a return is prepared with the full financial picture in view and planning opportunities surface while there is still time to act on them. Many of our clients lead complicated financial lives: business owners approaching an exit, executives with concentrated stock, families managing wealth across generations, and people stepping into retirement. The Tax Manager prepares individual and business income tax returns for clients enrolled in the firm’s tax services and keeps each engagement moving from document collection through filing. The role works under the review of the Head of Tax, alongside the Tax Lead and Tax Administrator, and in close contact with the Wealth Advisors and Financial Planning Specialists who serve the same clients. The Tax Manager also meets with clients periodically to review their returns and provide proactive tax advice. This position suits a preparer with two to four years of experience who produces careful, accurate work, stays composed through filing season, and is ready to advise clients directly." That's the overview. Now Responsibilities: "What You'll Do:" with subheadings: Return Preparation, Planning Support, Engagement Administration, Client Meetings and Advice. We'll make a
  with each bullet maybe containing subpoints. Could keep subheadings as inside
  • . But instruction: use
    • for any list of duties/requirements/benefits. So we can have top-level list items for each major duty, and within each we can have nested
      for subpoints. That's acceptable. Let's extract each: Return Preparation: - Prepare individual and business income tax returns, including Forms 1040, 1065, and 1120-S and the related state filings, for review by the Head of Tax. - Reconcile client source documents, including brokerage 1099s, K-1s, and cost basis records, against the account data the firm already holds. - Prepare extensions and quarterly estimated payment calculations. - Document workpapers so every return can be reviewed and supported, and clear review notes promptly. - Draft responses to IRS and state notices for review. Planning Support: - Prepare tax projections and scenario analyses, such as Roth conversions, gain harvesting, and charitable giving, with the Tax Lead and the advisory team. - Flag items on a return that raise a planning question and bring them to the client’s Wealth Advisor. - Stay current on federal and state tax law changes affecting individuals and closely held businesses. Engagement Administration: - Manage document collection and client follow-up throughout the tax cycle in coordination with the Tax Administrator. - Maintain status tracking and client records in the tax workflow system. - Coordinate e-filing, payment processing, and delivery of completed returns. Client Meetings and Advice: - Meet with clients periodically to review their completed returns, explain the results, and walk through what changed from the prior year. - Provide proactive tax advice on the year ahead, including withholding and estimated payments, the timing of income and deductions, and planning opportunities identified during preparation, in coordination with the client’s Wealth Advisor. - Respond to client questions with warmth and clarity, and route complex technical questions to the Tax Lead or Head of Tax. Now Requirements/Qualifications: "What You Bring:" includes: - Two to four years of experience preparing individual or business income tax returns, or both, in a public accounting firm, tax practice, or wealth management firm. - Bachelor’s degree in accounting or a related field. - CPA or Enrolled Agent credential, or active progress toward one, preferred. - Solid working knowledge of individual taxation, including investment income, capital gains and cost basis, retirement account distributions, and pass-through income reported on K-1s. - Experience with Wisconsin returns and multistate filings is a plus. - Proficiency with professional tax preparation and research software and with Excel. - Strong attention to detail and the ability to manage many open engagements at once through deadline periods. - Clear, courteous communication, and the confidence to explain a return and discuss planning opportunities with clients in plain language. - Availability for extended hours during filing season. We could split into Requirements (experience, degree, credential) and Skills (knowledge, proficiency, attention to detail, communication). But we can also combine into Requirements. However instruction: prefer a few substantive sections over many thin ones. So we could have Requirements (experience, degree, credential) and Skills (knowledge, proficiency, attention to detail, communication). Benefits separate. Schedule maybe part of Requirements? Actually availability for extended hours is schedule-related; we could put in Schedule section. Let's decide: Section: About the role (overview) Section: Responsibilities Section: Requirements (experience, degree, credential) Section: Skills (knowledge, proficiency, attention to detail, communication) Section: Benefits (core values, growth, benefits list) Section: Schedule (availability for extended hours during filing season) Check if any content duplicated: The availability for extended hours appears also in Requirements list; we will move it to Schedule and not duplicate. Now Benefits content: "Why Join Us?" includes core values, etc. Also "Benefits to support you:" includes competitive pay and benefits with a large employer (over 1600 employees nationwide) 401(k), health insurance, and a competitive benefits package, work in supportive environment, help clients navigate..., opportunities for training..., tuition reimbursement for qualified expenses. Also Kestra Values etc but we should remove internal policy and Kestra values? The Kestra Values section is maybe boilerplate? It's about mission and values; could be considered part of benefits? But it's more about company mission. Might be considered boilerplate? The instruction: remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions. Kestra Values might be considered not boilerplate but still part of "Why Join Us?" It's describing mission and values. Could keep as part of Benefits or maybe as separate section "Culture". But we only have allowed headings list; we could put under Benefits or maybe create a separate section "Culture" not in list; better to stick to allowed headings. So we can incorporate the mission/values into Benefits section as descriptive. We'll need to avoid repeating "competitive compensation" as we don't have specific pay. Now produce HTML. Structure:

      About the role

      ...

      Responsibilities

      • Return Preparation
        • ...
        ...
      • Planning Support
        ...
      • Engagement Administration
        ...
      • Client Meetings and Advice
        ...

      Requirements

      • Two to four years of experience preparing individual or business income tax returns, or both, in a public accounting firm, tax practice, or wealth management firm.
      • Bachelor’s degree in accounting or a related field.
      • CPA or Enrolled Agent credential, or active progress toward one, preferred.

      Skills

      • Solid working knowledge of individual taxation, including investment income, capital gains and cost basis, retirement account distributions, and pass-through income reported on K-1s.
      • Experience with Wisconsin returns and multistate filings is a plus.
      • Proficiency with professional tax preparation and research software and with Excel.
      • Strong attention to detail and the ability to manage many open engagements at once through deadline periods.
      • Clear, courteous communication, and the confidence to explain a return and discuss planning opportunities with clients in plain language.

      Benefits

      • We work by five core values: Team Effort, Champion Growth, Stewardship, Humbly Confident, and Own the Outcome.
      • Your work connects to the plan. You will see the full client picture and work next to the advisors who put your returns to use, so the numbers you prepare shape real decisions for the families we serve.
      • The team shares the work and the credit. Questions are welcome, help is offered early, and filing season is carried together.
      • There is room to grow. We are a fast‑growing firm, and our tax practice is growing faster still. As the practice expands, so do the opportunities for the people in it, and we invest in building the capability of each person on the team.
      • You get a local team with national support. Bluespring Wealth Partners supplies the technology and operations behind our work in all three markets.
      • Competitive pay and benefits with a large employer (over 1,600 employees nationwide) – 401(k), health insurance, and a competitive benefits package.
      • Work in a supportive, collaborative environment committed to professional excellence.