Tax Manager

Tax Manager Position in Greater Milwaukee

We are working a newly created Tax Manager position for a growing, regional financial services organization. This position will have a direct line to the CFO and really get to make the position their own. This position will also get to take advantage of a great hybrid schedule!

• Reviewing Trust, Estate and Guardianship fiduciary accounting.
• Reviewing federal and state fiduciary and estate tax returns and projections.
• Ensuring that receipts, disbursements and distributions have been recorded.
• Ensuring that maintenance of accounts and records for estates and trusts are in order.
• Completing or providing supervision of trust and estate administration, including record keeping, monitor filing deadlines and client communication.

• Bachelor's degree in Accounting, Finance, or related field
• 5+ years of tax/estate experience
• CPA preferred, but not required
• Problem-solving/process improvement mindset
• Attention to detail and organization skills

If this particular role is not of interest, our team is engaged in over 30 separate searches in the area.

Jobs include:
Staff Accountant, Senior Accountant, Financial Analyst, Senior Financial Analyst, Accounting Manager, FP&A Manager, Controller, Director of Finance, CFO

Equal Opportunity Employer/Veterans/Disabled

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The Company will consider qualified applicants with arrest and conviction records.