CPA Tax Manager – Waukesha, WI

We’re partnering with two established public accounting firms in Waukesha, Wisconsin
, that’s looking for experienced CPA Tax Managers to join their teams. This opportunity is well suited to a tax professional with a strong background across individual, corporate, partnership, trust, estate, and high-net-worth taxation.

You’ll take ownership of your client relationships, oversee complex tax engagements, support and mentor your team, and work directly with clients on both compliance and tax matters.

• Prepare, review, and oversee individual, corporate, partnership, trust, estate, and not-for-profit tax returns.
• Work with high-net-worth individuals, owner-managed businesses, corporations, partnerships, and other diverse clients.
• Review federal and state tax returns for accuracy, compliance, and planning opportunities.
• Manage your own portfolio of clients and serve as a primary point of contact.
• Provide tax planning, consulting, and advisory services to clients.
• Assist with IRS responses, state tax notices, audits, and tax resolution matters.
• Prepare and review financial statements and provide full-service accounting support where required.
• Build and maintain strong, long-term client relationships.
• Manage and mentor members of the tax team while supporting their professional development.
• Stay current with federal and state tax legislation and identify opportunities to improve client outcomes.

• CPA designation required.
• 5+ years of public accounting tax experience preferred.
• Strong experience preparing and reviewing individual, corporate, partnership, trust, estate, and 990 tax returns.
• Experience working with high-net-worth individuals and owner-managed businesses.
• Strong knowledge of federal and state taxation.
• Experience with IRS and state tax notice resolution, representation, and compliance.
• Proven ability to manage client relationships and a personal book of business.
• Previous team leadership or mentoring experience.
• Strong communication, analytical, and client service skills.
• Ability to manage multiple engagements and deadlines in a public accounting environment.

This is an opportunity to step into a role where your technical tax expertise and client relationships will both be valued. You’ll work across a broad range of tax engagements, have ownership of your client portfolio, and play an active role in supporting and developing the wider team.

Tagged as: CPA, High Net Worth, Tax Manager, Waukesha, Wisconsin