Tax Director

Our client, an organization in the Milwaukee County area, is looking for a Tax Director with 7+ years of experience, inquisitive mindset, and excellent leadership skills. This position is hybrid and offers flexibility, a collaborative culture, and a brand-new office to work in.

Base pay range: $/yr - $/yr.

• Lead preparation of federal and state tax returns for family‑owned and personal entities, including corporations, partnerships, trusts, individuals, and foundations.
• Develop and implement long‑term tax strategies aligned with family office goals, focusing on risk mitigation and optimization.
• Oversee continuous improvement of tax processes, reporting, and technology, leveraging automation and AI where possible.
• Serve as primary liaison with tax authorities, handling audits, correspondence, and complex tax matters.
• Ensure audit‑ready tax documentation, work papers, and compliance records with a continuous improvement focus.
• Monitor legislative and regulatory changes, proactively adjusting strategies to maintain compliance and optimize opportunities.
• Collaborate with Finance, Legal, and external advisors on strategic initiatives and special projects.
• Mentor and develop tax team members, promoting excellence, accountability, and continuous learning.

• Bachelor’s degree in accounting is required; CPA or advanced degree preferred.
• 7+ years of related tax and management experience, preferably in corporate or public accounting environments.
• Proficiency in tax software systems and Microsoft Office Suite.
• Experience mentoring and supervising staff.
• Strong analytical and problem‑solving skills, with a proactive and innovative mindset.
• Exceptional written, verbal, and presentation skills, with a demonstrated ability to communicate complex concepts in a simple and understandable manner.
• Advanced mathematical and reasoning abilities, including statistical analysis and financial modeling.

Seniority level:
Director.

Employment type:

Full‑time.

Location:

Milwaukee County, WI.

Equal Opportunity Employer. The compensation philosophy reflects the company’s reasonable expectation at the time of posting. Actual compensation is influenced by a variety of factors including, but not limited to, skills, experience level, and overall qualifications. This role may also be eligible for a discretionary incentive program subject to applicable rules.

Benefits:
Medical insurance, Vision insurance, 401(k).