Lead Accountant & Tax Specialist

Milwaukee, WI - USA

Monthly Salary: Not Disclosed

Posted on: 30+ days ago

Vacancies: 1 Vacancy

Job Summary

This is a remote position.

Our client is a rapidly growing tax accounting insurance and financial services firm dedicated to providing thoughtfully crafted tax and financial solutions to individuals and businesses. With a culture built on growth balance and opportunity they are committed to developing people and delivering holistic guidance to their clients. Due to continued expansion our client is seeking a Lead Accountant & Tax Specialist to join their dynamic team.

As a Lead Accountant & Tax Specialist you will play a vital role in client success while mentoring and developing a supportive team. This position combines technical expertise in tax and accounting with leadership responsibilities ensuring both excellent client service and the professional growth of your colleagues.

Key Responsibilities

Lead the customer service process end-to-end for the Accounting Vertical.
Train mentor and develop rising talent within the team.
Provide thoughtful tax and bookkeeping solutions to clients.
Encourage cross-selling and collaboration across other service verticals (insurance financial services etc.).
Deliver strong results while maintaining exceptional client service standards.

Requirements

CPA designation (preferred) or actively pursuing CPA.
35 years of experience in tax accounting and bookkeeping.
Prior leadership experience strongly preferred.
Strong technical knowledge and communication skills.
Ability to thrive in a collaborative growth-oriented environment.

Benefits

Competitive salary
Performance-based compensation

This is a remote position.Our client is a rapidly growing tax accounting insurance and financial services firm dedicated to providing thoughtfully crafted tax and financial solutions to individuals and businesses. With a culture built on growth balance and opportunity they are committed to develo...