Senior Tax Consultant
Listed on 2025-11-18
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Accounting
Tax Accountant, Accounting & Finance, Senior Accountant, Public Accounting -
Finance & Banking
Tax Accountant, Accounting & Finance
About Us
We are an established professional services firm that embraces technology and building relationships to provide our clients with excellent service. We work with clients mainly on tax planning and compliance engagements. Our client base consists of real estate owners/investors and high-net-worth family groups.
We’re a smaller firm founded by ex-Big 4 CPAs. We provide our associates with a friendly and flexible atmosphere, along with diversity in day-to-day activities. You will find our office to be an easy going, collaborative environment on the cutting edge of technology. We are always learning something new and leveraging best practices of the industry to keep us moving forward.
WhatWe’re Looking For
We are looking for a Senior Tax Accountant to join our team to work with our individual, trust and business tax clients.
Job Responsibilities- Communicate with client to gather documentation needed to prepare tax returns.
- Assist with tax planning and projections.
- Prepare individual, business, and fiduciary tax returns.
- Communicate with partners regarding open items or other important matters in a timely manner.
- Complete tax research, reconciliations, or other special projects.
- Prepare client correspondence or other communications pertaining to tax notices.
- Track time and out-of-scope billings; prepare client invoices.
- Work efficiently with electronic documents using designated computer applications.
- Attend continuing professional education seminars.
- Maintain confidentiality with client information.
- All other duties as assigned.
- 2+ years of recent tax experience in partnership and individual tax preparation and planning with a public accounting firm
- Detail oriented, highly accurate and able to meet deadlines
- Experience with Lacerte is a plus.
Full‑time
PayFrom $85,000 annually
Benefits- 401(k)
- 401(k) matching
- Flexible spending account
- Health insurance
- Health savings account
- Paid time off
- Parental leave
- Performance bonus
- Vision insurance
Hybrid remote in Brookfield, WI 53045
Seniority levelMid‑Senior level
Employment typeFull‑time
Job functionAccounting/Auditing and Finance
IndustriesProfessional Services
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