Overview
This role supports the business tax team by managing client relationships and ensuring final annual tax products and monthly financial work are prepared and delivered 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 and meet with them as requested, providing recommendations to support 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.
Compensation & Benefits
- Onsite, hybrid, or remote work arrangements; remote work allowed.
- Relocation packages, including the 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.
Schedule
- Up to 50–60 hours during tax season.
- 30–40 hours for the remainder of the year.
- Typical Monday–Friday 8a–5p schedule, with flexibility around personal and family commitments.
- Part-time and seasonal team members are also welcomed.
Location
- Remote work allowed.
- Offices include 13 locations in Wisconsin: Black Earth, Door Country, Fort Atkinson, Mauston, Marshfield, Portage, Reedsburg, Sauk City, Sun Prairie, Tomah, Wausau, Wisconsin Dells–Lake Delton, and Baraboo.
- Additional office locations: Phoenix, Goodyear, and Chandler, Arizona; Scottsbluff and Kimball, Nebraska; Durango, Colorado.
Hiring Process
- Apply with your resume.
- Qualified candidates complete a phone screen with HR.
- Final interview with the accounting team.