Tax Manager/Supervisor (Fort Atkinson)

Overview

This role is part of the business tax team and focuses on managing client relationships while ensuring final annual tax products and monthly financial work are prepared 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 and meet with clients as requested.
• Provide 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 (highly desired).

Compensation & Benefits

• Onsite, hybrid, or remote work arrangements (remote work allowed).
• Relocation packages, including ability to work remotely during transition to 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 professional growth opportunities through continuing education.
• Supplemental insurance options for life, AD&D, STD, LTD, and critical illness.
• Bonuses for helping with business development leads.

Work Schedule

• Tax season: up to 50–60 hours per week.
• Remainder of the year: 30–40 hours per week.
• Flexes a typical Monday–Friday 8a–5p schedule to accommodate personal and family time.
• Part time and seasonal team members are welcome.

Location

Remote work is allowed.

Note on Office Locations

Services include office locations in: Black Earth, Door County, Fort Atkinson, Mauston, Marshfield, Portage, Reedsburg, Sauk City, Sun Prairie, Tomah, Wausau, Wisconsin Dells–Lake Delton, and additional offices in Phoenix, Goodyear, and Chandler, Arizona; Scottsbluff and Kimball, Nebraska; and Durango, Colorado.