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Estimated Pay info$63 per hour
Hours Full-time
Location 17335 Golf Pkwy Ste 575 >
Brookfield, Wisconsin open_in_new

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Job Description

Job Description
We are looking for an experienced Tax Manager to guide and expand our individual tax practice in Brookfield, Wisconsin. This role combines technical tax leadership with client advisory work, team development, and operational oversight in a growing public accounting environment. The ideal candidate brings strong expertise in individual and multi-state taxation, a consultative mindset, and the ability to improve processes while delivering a high standard of client service.

Responsibilities:
• Direct the day-to-day leadership of the individual tax practice, setting priorities and ensuring high-quality service delivery.
• Oversee the preparation, review, and timely filing of simple to highly complex federal and multi-state individual income tax returns.
• Act as the main point of contact for individual tax clients, building trusted relationships and responding to ongoing advisory needs.
• Deliver year-round tax planning guidance that helps clients make informed financial decisions and stay ahead of tax obligations.
• Lead, coach, and support tax team members by providing feedback, mentorship, and opportunities for career growth.
• Organize staffing assignments, seasonal scheduling, and workload distribution to maintain efficiency during peak periods and throughout the year.
• Investigate complicated tax matters, interpret regulations, and develop practical solutions to resolve client issues.
• Identify opportunities to streamline workflows, strengthen service quality, and improve the overall client experience.
• Partner with firm leadership on technology adoption, operational enhancements, and strategic initiatives that support continued practice growth.• Active CPA license.
• Bachelor’s degree in accounting or a closely related discipline.
• At least 8 years of tax experience within a public accounting setting.
• Demonstrated background reviewing and signing individual income tax returns, including Form 1040 filings.
• Proven success leading staff, managing performance, and maintaining strong client relationships.
• Deep understanding of federal and multi-state individual tax rules and compliance requirements.
• Proficiency with current tax software and digital, paperless workflow tools such as CCH ProSystem fx.
• Strong communication, leadership, organization, and process-improvement skills.

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Posting ID: 1291600761 Posted: 2026-08-28 Job Title: Tax Manager Public