Elmbrook CPAs & Advisors · 1 month ago
Senior Tax Consultant
Greater Milwaukee
Full-time
Hybrid
Mid, Senior Level
$85K/yr - $85K/yr
2+ years expElmbrook CPAs & Advisors is an established professional services firm that focuses on tax planning and compliance for real estate owners and high-net-worth family groups. They are seeking a Senior Tax Consultant to assist with tax returns, planning, and client communication while maintaining a collaborative work environment.
Information Technology & Services
Hiring Manager
Eric Brunner, CPA
Responsibilities
Communicate with client to gather documentation needed to prepare tax returns
Assist with tax planning and projections
Prepare individual, business, and fiduciary tax returns
Communicate with partners regarding open items or other important matters in a timely manner
Complete tax research, reconciliations, or other special projects
Prepare client correspondence or other communications pertaining to tax notices
Track time and out-of-scope billings; prepare client invoices
Work efficiently with electronic documents using designated computer applications
Attend continuing professional education seminars
Maintain confidentiality with client information
All other duties as assigned
Qualification
Required
2+ years of recent tax experience in partnership and individual tax preparation and planning with a public accounting firm
Detail oriented, highly accurate and able to meet deadlines
Preferred
Experience with Lacerte is a plus
Benefits
401(k)
401(k) matching
Dental insurance
Flexible schedule
Flexible spending account
Health insurance
Health savings account
Paid time off
Parental leave
Performance bonus
Professional development assistance
Referral bonus program
Vision insurance
Company
Elmbrook CPAs & Advisors
We are an established professional services firm that embraces technology and building relationships to provide our clients with excellent service.
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase