Tax Manager
Brookfield, WI • Direct Hire • December 16, 2024 • 74809
Job Title: Tax Manager
Job ID: 74808
Location: Lake Geneva, WI – On-Site
We are seeking an experienced Tax Manager to oversee the preparation and filing of federal and state business, individual, and other related tax forms. This role involves managing a portfolio of clients, providing tax guidance and planning, and contributing to research projects throughout the year. The ideal candidate will have strong leadership skills, a commitment to client service, and the ability to mentor and develop staff.
- Preparing and reviewing business and individual tax returns.
- Conducting tax planning and projections based on client needs.
- Researching tax issues and providing actionable recommendations.
- Consulting with clients to develop an understanding of their financial affairs and tax liabilities.
- Monitoring and applying changes in tax law through professional development activities.
- Answering client inquiries promptly via phone and email.
- Supervising and mentoring staff involved in tax return preparation.
- Evaluating team performance on client engagements.
- Recommending and implementing process improvements.
- Performing other related duties as assigned.
- Bachelor’s degree required.
- CPA certification required.
- A minimum of 5 busy seasons in tax preparation and review for individual and business tax returns.
- Proficiency with Microsoft Teams, Excel, Word, and Outlook.
- Experience with Thomson Reuters suite preferred.
- Strong organizational skills, attention to detail, and ability to mentor and develop team members.
- Excellent communication skills and a team-oriented mindset.
This position is fully on-site in Lake Geneva, WI. It offers an opportunity to grow professionally in a client-focused environment that values innovation, collaboration, and operational excellence.