Overview
This role involves managing client relationships within a business tax team, ensuring the preparation and delivery of annual tax products and monthly financial work within expected timelines.
Responsibilities
- Prepare payroll, tax, and business records and reports.
- Prepare corporate and individual tax returns.
- Build new and strengthen existing client relationships while demonstrating knowledge of clients' businesses.
- Communicate and meet with clients as requested, providing recommendations to assist with financial or tax needs.
Requirements
- Minimum of 3 years in a similar role within a public accounting firm.
- Bachelor's Degree in Accounting highly desired or equivalent work experience.
- CPA certification highly desired or ability to attain.
Compensation & Benefits
- Options for onsite, hybrid, or remote work arrangements; remote work allowed.
- Relocation packages including the ability to work remotely during transition.
- Competitive medical, dental, and vision insurance plans.
- FSA/HSA account options.
- Paid Time Off (PTO).
- 401(k) employer matching program.
- Tuition reimbursement, CPA assistance, and professional growth opportunities through continuing education.
- Supplemental insurance options for life, AD&D, STD, LTD, and critical illness.
- Bonuses for contributing to business development leads.
- Significant potential for upward mobility and career growth.
Schedule
- Tax season may require 50-60 hour work weeks.
- Outside of tax season, expect 30-40 hour weeks with flexibility around a typical Monday-Friday 8 a.m. to 5 p.m. schedule.
- Part-time and seasonal team members are also welcomed.
Location
The organization operates multiple offices across Wisconsin, Arizona, Nebraska, and Colorado, with opportunities for remote work and relocation support.