Overview
This role is a key part of the business tax team, responsible for managing client relationships and ensuring final annual tax products and monthly financial work are produced and delivered to clients within expected timelines.
Responsibilities
- Preparing payroll, tax, and business records and reports.
- Preparing corporate and individual tax returns.
- Building new and strengthening existing client relationships by demonstrating basic knowledge of clients’ businesses.
- Communicating and meeting with clients as requested; providing recommendations to assist clients with financial or tax needs.
Requirements
- 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.
Preferred Qualifications
- CPA certification (or ability to attain).
- Bachelor’s Degree in Accounting.
Compensation & Benefits
- Onsite, hybrid, or remote work arrangements (remote work allowed).
- Relocation packages including ability to work remotely during transition to the area.
- Competitive medical, dental, and vision insurance plans.
- FSA/HSA account options.
- Paid Time Off (PTO).
- 401k employer matching program.
- Tuition reimbursement, CPA assistance, and continuing education opportunities.
- Supplemental insurance options for life, AD&D, STD, LTD, and critical illness.
- Bonuses for helping with business development leads.
- Long-term job stability and work-life balance.
Schedule
- During tax season: up to 50–60 hours per week.
- Remainder of the year: 30–40 hours per week.
- Typical schedule: Monday–Friday 8a–5p with flexibility.
- Part time and seasonal team members are welcome.
Location
Remote work allowed; other arrangements may be onsite or hybrid. (Various office locations are available, including 13 in Wisconsin: Black Earth, Door Country, Fort Atkinson, Mauston, Marshfield, Portage, Reedsburg, Sauk City, Sun Prairie, Tomah, Wausau, Wisconsin Dells-Lake Delton, and Baraboo; plus offices in Phoenix, Goodyear, and Chandler, Arizona; Scottsbluff and Kimball, Nebraska; and Durango, Colorado.)