Overview
This role is part of the business tax team and focuses on managing client relationships while ensuring final annual tax deliverables and monthly financial work are produced and delivered to clients 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 by demonstrating basic knowledge of clients’ businesses
- Communicate with clients as requested, including meetings and delivering recommendations to support clients’ 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 (highly desired)
- Experience supporting monthly financial work in addition to annual tax deliverables
Compensation & Benefits
- Long-term job stability
- Work-life balance to support raising a family
- Opportunity to grow your career within the firm
- Onsite, hybrid, or remote work arrangements
- 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 support
- Supplemental insurance options for life, AD&D, STD, LTD, and critical illness
- Bonuses for helping with business development leads
Schedule
- Up to 50–60 hours per week during tax season
- 30–40 hours per week for the remainder of the year
- Flexibility around a typical Monday–Friday 8a–5p schedule
- Part-time and seasonal team members are welcome
Location
Onsite, hybrid, or remote work arrangements are available.
Application Process
- Apply with your resume
- Qualified candidates will complete a phone screen with HR
- Followed by an interview with the accounting team
Office Locations
19 office locations including:
- 13 in Wisconsin: Black Earth, Door County, Fort Atkinson, Mauston, Marshfield, Portage, Reedsburg, Sauk City, Sun Prairie, Tomah, Wausau, Wisconsin Dells–Lake Delton
- Corporate headquarters in Baraboo
- Phoenix, Goodyear, and Chandler, Arizona
- Scottsbluff and Kimball, Nebraska
- Durango, Colorado