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 with clients as requested, including meeting and providing recommendations to assist 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 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, work-life balance to support raising a family, and significant opportunity to grow your career within the firm.
Schedule
- During tax season: up to 50–60 hours per week.
- Remainder of the year: 30–40 hours per week.
- Flexibility around a typical Monday–Friday 8a–5p schedule.
- Part time and seasonal team members are welcome.
Location
Onsite, hybrid, or remote work arrangements.
Additional Information
- Some team members may complete a phone screen with HR and then an interview with the accounting team after applying with a resume.
- The organization serves clients through 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, plus corporate headquarters in Baraboo; and offices in Phoenix, Goodyear, and Chandler, Arizona; Scottsbluff and Kimball, Nebraska; and Durango, Colorado.