Tax Manager

Accounting & Business Services | Helping Small Businesses Simplify Back-Office Operations | Relationship-Focused | Growth-Minded Partner | Automation…

Tax Manager

We are looking for an experienced Tax Manager to join our team. We’re a growing firm serving the East Metro and Western Wisconsin areas, and this role includes a clear path toward partnership for the right person.

We value honesty, integrity, and client-centered work. If you like building long-term relationships with clients and teammates and enjoy rolling up your sleeves on accounting and tax work, we’d like to talk.

• Flexible hours
• Hybrid work options (mix of in-office and remote, depending on the season and workload)

• Lead and manage multiple tax engagements and staff deliverables
• Prepare and review complex individual and business tax returns
• Review financial statements and tax planning projections
• Research and resolve more complex technical tax issues
• Help the firm meet its overall goals by supporting client relationships, staff development, and business development efforts

You’ll have the opportunity to grow your career by managing client projects, building strong client relationships, and contributing to the future of the firm.

• Meet with prospective clients, help prepare quotes and proposals, and assess client needs as part of business development efforts
• Develop, build, and manage relationships with both new and existing clients
• Stay involved in professional and community activities and participate in firm-wide marketing efforts
• Communicate clearly and professionally with clients, colleagues, firm leadership, and IRS representatives on a variety of tax matters
• Support and provide training for new hires and existing staff, including reviewing and evaluating their work
• Provide leadership and guidance to staff accountants and seasonal interns
• Review individual and business tax returns and assist with tax planning
• Review and understand financial documents and statements provided by clients
• Handle sensitive and confidential information with discretion
• Work effectively in a team environment with partners, managers, and staff
• Professionally represent the firm at business and community events
• Support staff development and firm growth by helping to develop industry niches in the firm’s services

• Associate degree in Accounting, Finance, or a related field
• 3 years of tax and accounting experience in a CPA firm
• Enrolled Agent (EA) or CPA certification
• Strong technical, analytical, and organizational skills
• Proficiency in Microsoft Excel and Word
• Excellent verbal and written communication skills
• High level of organization, focus, and attention to detail

• BA/BS in Accounting, Finance, or a related field
• 5+ years of tax and accounting experience in a CPA firm
• Experience with
  Drake
  tax preparation software and
  Quick Books Online
• CPA exam passed with an active license, or actively working toward passing the CPA exam
• Customer-service mindset — proactive, observant, knowledgeable, timely, and reliable

• Ability to lift up to 20 pounds
• Ability to sit or stand for extended periods
• Regular use of a keyboard for data entry and document preparation

• $70,000 – $100,000 per year
  , depending on experience and qualifications

Job Type: Full-time

Experience:

• Tax : 3 years (Required)

License/Certification:

• CPA/EA license (Required)

Work Location:

On-Site/Hybrid in Stillwater, MN OR St. Croix Falls, WI

Johnson Boog is an Equal Employment Opportunity Employer.

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