Job Title: Tax Manager

Location: Middleton, WI (Hybrid)

Job Type: Full-Time

About the role:

We are seeking an experienced Tax Manager to join a dynamic public accounting firm. This role is ideal for a tax professional who enjoys managing client relationships, handling complex tax matters, mentoring staff, and contributing to overall firm growth. The position offers a mix of tax compliance, planning, advisory, and leadership responsibilities within a collaborative and flexible work environment.

Key Responsibilities:

Tax & Compliance

Prepare and review individual, business, trust, and estate tax returns, including Forms 1040, 1065, 1120, 1120-S, and 1041

Manage tax compliance deadlines, extensions, and filing requirements

Conduct tax research and apply federal and state tax laws to resolve complex tax issues

Respond to IRS and state tax notices and assist with audits when needed

Tax Planning & Advisory

Provide proactive tax planning, projections, and strategic guidance to clients

Advise clients on entity structure, business decisions, and long-term tax implications

Serve as a trusted advisor by helping clients understand their financial and tax positions

Accounting & Financial Oversight

Review and analyze financial statements

Oversee or assist with accounting and bookkeeping services for select clients

Ensure timely, accurate, and compliant financial reporting

Client & Team Leadership

Build and maintain strong client relationships through consistent communication

Mentor, review, and support staff and interns through training and guidance

Identify process improvements and opportunities to enhance efficiency and client service

Contribute to business growth initiatives and new service development

Qualifications Required:

Bachelor’s degree in Accounting or related field

CPA license or actively pursuing CPA certification

3–8+ years of public accounting experience with a strong tax background

Experience preparing and reviewing individual and business tax returns

Strong knowledge of federal and state tax laws

Proficiency with Microsoft Office Suite (Excel, Outlook, Word)

Experience using professional tax software

Preferred

Experience reviewing or managing staff work

Client advisory and tax planning experience

Strong organizational, communication, and interpersonal skills

Ability to work independently while collaborating within a team environment