Business Tax Professional - Green Bay, WI

Business Tax Professional

TMS Financial is seeking an experienced and detail-oriented Business Tax Professional to join our Appleton, WI team with experience in business and individual tax returns, financial review, and business accounting. Our growing team is looking for a candidate who enjoys connecting with clients, managing diverse tasks, has a strong attention to detail and provides the highest level of customer service. This individual will be able to work independently as well as collaboratively as part of our group.

The Ideal Candidate:

• Bachelor’s degree in Accounting, Finance, or related field.
• Minimum of 1 year of experience with a preferred focus on business tax filings & individuals returns.
• Strong knowledge of tax code and financial regulations.
• Experience with accounting software (e.g., QuickBooks, Xero, Sage) and tax preparation software (e.g., Drake, ProSeries, Lacerte).
• Excellent analytical, organizational, and problem-solving skills.
• Strong communication skills, with the ability to explain complex financial and tax matters to clients.
• Ability to work independently and as part of a team, managing multiple clients and deadlines simultaneously.
• Experience working with S-Corporations, C-Corporations, Partnerships, and LLCs.
• Knowledge of estate planning, trust taxation, and wealth preservation strategies.
• Advanced proficiency in Excel.
• Enrolled Agent (EA) designation a plus but not required.

Responsibilities:

• Business Tax Preparation & Filing:
  • Prepare and review federal, state, and local tax returns for businesses (corporations, partnerships, LLCs).
  • Ensure compliance with all tax regulations and deadlines.
  • Identify opportunities for tax minimization, credits, and deductions.
• Tax Planning & Strategy:
  • Develop and implement tax strategies for businesses and individuals.
  • Provide advice to clients on tax implications of business decisions, mergers, acquisitions, and other transactions.
  • Conduct research on new tax laws and regulations and communicate their impact to clients.
• Financial Statement Review:
  • Perform financial reviews and provide recommendations to improve financial performance.
  • Assist in preparing, reviewing, and analyzing financial statements, ensuring proper accounting procedures and standards are followed.
  • Provide advisory services on cash flow, budgeting, and financial forecasting.
• Business Accounting Services:
  • Assist with accounting functions for business clients.
  • Ensure accurate financial records and documentation, performing regular audits as necessary.
  • Provide guidance on financial systems, internal controls, and accounting software tools.
• Client Relationship Management:
  • Serve as the primary point of contact for clients, offering proactive financial and tax advice throughout the year.
  • Maintain strong relationships with existing clients while identifying opportunities to expand service offerings.
  • Collaborate with clients to understand their financial goals and provide customized solutions.

The position is year-round with fewer hours outside of the tax season. Family-friendly culture, employee-focused, great work life balance.