Tax Staff

Seeking a new member for our tax staff, which currently numbers five professionals and one administrative support person. Private company with a focus on real estate and family office responsibilities. Federal and multiple state tax returns, primarily for LLCs/partnerships, trusts, and individuals. Estimate calculations, projections, fixed asset accounting, personal property tax, and business license reports are also part of our responsibilities. MINIMAL OVERTIME. Our workload is distributed through tax season to minimize deadline pressures. FULL TIME REMOTE WORK is a possibility with a demonstration of the necessary skills and mindset to contribute fully.

Our tax office is based in southern Wisconsin, but all tax staff are at least part-time remote.

Your Typical Day

• Review accounting records, prepare adjusting entries, and assemble complete workpaper files
• Prepare tax returns (1065, 1040, 1041)
• Prepare tax projections
• Perform tax research as needed to address issues encountered in preparation process
• Maintain active communications with co-workers
• Perform all work in compliance with the Company’s policies and procedures
• Follow prescribed procedures, rules and laws while being mindful of ways to streamline and enhance processes and workflow
  
  

Qualifications/Competencies

• Current and Active CPA Certification
• Satisfactory Background Report
• Proficient with Microsoft Office, particularly Excel
• Proficient with Tax Preparation Software (we currently use Thomson Reuters Workpapers and UltraTax)
  
  

EXPERIENCE – minimum three years in public accounting or similar corporate/business experience.

SALARY – commensurate with experience and knowledge base.

What We Offer

• A relaxed but professional, results-focused work environment
• Health, Dental and Vision Insurance
• 401(k) with Firm Contribution
• Paid Time Off
• Health Spending Account (FSA)
• Bonus Opportunity