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Tax Accountant

Job in Greenfield, Milwaukee County, Wisconsin, USA
Listing for: Orion Placement
Full Time position
Listed on 2026-02-16
Job specializations:
  • Accounting
    Tax Accountant, Accounting & Finance, Tax Manager
  • Finance & Banking
    Tax Accountant, Accounting & Finance, Tax Manager
Salary/Wage Range or Industry Benchmark: 75000 USD Yearly USD 75000.00 YEAR
Job Description & How to Apply Below

Pay:

$75,000.00 - $ per year

Why This Is a Great Opportunity
  • Join a fast-growing, high-reputation tax and advisory firm where your growth tracks directly with the firm’s growth
  • Do meaningful work beyond compliance: proactive tax planning, advisory, and real business-owner impact
  • Own your own client relationships like an Account Manager (not a back‑office preparer)
  • Clear runway to level up into senior work, advisory leadership, and long‑term career stability
  • Work with a modern, forward‑thinking team that values proactive planning and doing things the right way
Location:

On‑site in Greenfield, WI (with potential hybrid flexibility after year 1 based on performance and circumstances).

Note:

Must have an active EA or CPA license, or be on track to obtain EA/CPA within 1 year. Permanent U.S. work authorization required (no sponsorship now or in the future).

About Our Client

Our client is a highly regarded tax planning and advisory firm serving business owners, real‑estate investors, and highly‑net‑worth individuals. They’re known for proactive (not reactive) planning, a holistic virtual family‑office approach, and a strong local reputation.

Job Description
  • Manage a portfolio of small business and individual clients as the primary point of contact
  • Prepare and review business and individual tax returns with accuracy and confidence
  • Deliver proactive tax planning and year‑round advisory (not just busy‑season prep)
  • Build and present financial statements and planning insights for clients
  • Consult with business owners on strategy, growth, and tax‑saving opportunities
  • Partner with internal specialists and planning resources to support comprehensive client outcomes
  • Help improve workflows and contribute to a modern, service‑forward client experience
Qualifications
  • EA or CPA license, or ability to obtain within 1 year
  • Experience in tax preparation (individual and/or business) in public accounting or similar environment
  • Strong client communication skills and comfort owning relationships
  • Organized, detail‑oriented, and able to manage multiple deadlines
  • Interested in proactive tax planning and advisory work (not just compliance)
Why You Will Love Working Here
  • A proactive, consultative culture with room to grow fast if you’re motivated
  • Team‑forward environment with strong standards and real support
  • Work that’s impactful: helping clients keep more of what they earn and build long‑term wealth
  • Career stability with a firm that’s growing and investing in its people
JPC‑671

Job Type: Full‑time

Benefits:
  • Dental insurance
  • Paid time off
  • Retirement plan
  • Vision insurance
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