Minimum of 5 years of individual income tax preparation experience
Strong background in wealth management and financial planning for high-net-worth individuals
CFP® or PFS designation preferred or willingness to obtain
Excellent communication and interpersonal skills
Strong analytical and problem-solving abilities
Proficient in tax and financial planning software
Responsibilities
Serve as a senior reviewer for complex individual income tax returns (primarily 1040s)
Utilize tax and financial planning software to analyze client situations and develop tailored strategies
Collaborate with financial planners and wealth managers to provide exceptional tax advice
Assist clients with complex tax matters and conduct meetings to address questions
Stay current on updates in tax and wealth management
Embrace new technologies to improve efficiency
Focus solely on tax preparation and planning without sales or marketing responsibilities
Benefits
Medical, dental, and vision insurance
Life & Disability Insurance
Paid Time Off (PTO)
401(k) Retirement Plan with employer contribution
Company events for team building and celebration
100% Paid Paternity Leave
Opportunities for professional growth and development
Summer hours
Full Job Description
Tax Manager (Hybrid) - Brookfield, WI Are you an experienced Tax Manager who enjoys doing tax prep, but want something different? Maybe you're after a more reasonable workload, a truly collaborative team environment, or to move beyond high-volume compliance into proactive tax planning that adds greater value. If that resonates, please read on... This is a full-time, on-site role. We may consider hybrid for the right candidate.
Tax Manager
What You'll Do:
Tax Preparation: Serve as a senior reviewer for individual income tax returns with higher complexity (primarily 1040s).
No Time Tracking - You will NOT be required to track your time.
Tax Planning: Utilize tax and financial planning software to analyze client tax situations and develop tailored strategies, including Roth conversions, charitable giving, and other wealth management-specific techniques.
Team Collaboration: Work closely with financial planners, wealth managers, and your fellow tax experts to provide exceptional tax preparation and tax planning advice.
Client Education: Assist wealth managers and clients with complex individual tax matters related to both tax compliance and personal tax planning. Conduct occasional client meetings to address tax questions and provide guidance.
Continuing Education: Stay current on updates within areas of tax and wealth management.
Technology Adoption: Embrace new technologies to improve tax preparation and planning efficiency.
Focused Role - No sales, marketing, or business development responsibilities of any kind.
Requirements
What You'll Need to Succeed
CPA, EA, or tax attorney required.
Minimum of 5 years of individual income tax preparation experience.
Strong background in wealth management and financial planning, with a focus on high-net-worth individuals.
Certified Financial Planner™ (CFP®) or Personal Financial Specialist (PFS) designation strongly preferred or willingness to obtain within two years.
Excellent communication and interpersonal skills.
Strong analytical and problem-solving abilities.
Proficient in tax and financial planning software.
Ability to work effectively in a team-oriented environment.
Familiarity with CCH Axcess and Holistiplan is a plus.
Series 65 license or equivalent is required to be obtained within 180 days.
Experience with HNW & UHNW
Comprehensive Benefits
We deeply value your leadership, talent, time, and commitment. In return, we offer a total rewards package designed to recognize and appreciate your contributions.
This includes a comprehensive suite of:
Benefits: Our benefits package includes medical, dental, and vision insurance, as well as a 401(k) plan to help you secure your financial future
Life & Disability Insurance
Paid Time Off (PTO)
401(k) Retirement Plan: Build your future with our 401(k) plan and employer contribution
Company Events: We believe in celebrating wins and creating connections - whether it's through get togethers, our Annual Picnic, or company milestones
100% Paid Paternity Leave
Opportunities for professional growth and development
Summer hours
We are committed to providing an environment where you can thrive and achieve your full potential.
