Tax Associate Tax Senior – Individual & Business Returns (Hybrid – Milwaukee, WI)
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Job Location:
Milwaukee, WI - USA
Monthly Salary:
Not Disclosed
Posted on:
6 hours ago
Vacancies:
1 Vacancy
Job Summary
A long-established mid-sized public accounting firm in Milwaukee is seeking a Tax Associate or Tax Senior to join their tax team. This role is ideal for someone looking to deepen their expertise in individual and business taxation gain strong client interaction and grow within a stable firm with a clear vision for future leadership.
About the Firm (High-Level)
40 employees
80 years of continuous operation
Known for independence stability and multi-generational client relationships
Hybrid work environment (typically 34 days in-office)
Supportive development-focused culture with visible partners and hands-on mentorship
Strong succession planning with continued opportunities for upward mobility
The Opportunity
The firm is adding to its tax team due to staff transitions and ongoing growth. This position will work heavily on individual and business tax returns supporting a diverse mix of clients including high-net-worth individuals multi-entity business owners and small to mid-sized businesses across various industries.
This is a strong fit for someone who wants a long-term career home meaningful client exposure and the chance to grow into increased responsibility.
Key Responsibilities
Prepare and/or review:
Individual (1040) tax returns
Business returns (S 1065)
Assist with tax planning and advisory support as needed
Work directly with clients to gather information and provide updates
Collaborate with partners and senior team members on more complex filings
Maintain high-quality work and adhere to filing deadlines
Participate in professional development as part of the firms leadership-focused culture
Ideal Background
13 years of experience in public accounting (Tax Associate or Tax Senior level)
Strong foundation in individual and business tax preparation
Familiarity with common small business industries such as real estate rental manufacturing and professional services
Experience with CCH Axcess preferred but not required
CPA licensed or actively pursuing the CPA credential
Enjoys client interaction and building long-term relationships
Interested in mentorship growth and potentially future leadership opportunities
Compensation & Benefits
Base salary range: $80k$110K depending on experience
8% profit sharing
Parking reimbursement available
Hybrid schedule with flexibility (34 days in-office typically)
Supportive environment focused on balance development and professional growth
Why This Role Is Attractive
Strong focus on traditional tax work: individuals & businesses
Highly stable independent firm with deep client loyalty
Real mentorship and partner accessibility
Clear advancement pathways
Strong compensation and profit-sharing model
Ideal for someone who wants to grow into a long-term tax professional with leadership potential
Confidential inquiries encouraged.
If youre open to exploring growth-oriented public accounting opportunities apply below or connect directly for a confidential conversation.
Required Experience:
Senior IC
Key Skills
- Tax Experience
- Accounting Software
- GAAP
- QuickBooks
- Accounting
- Sage
- Account Reconciliation
- Analysis Skills
- Research Experience
- SOX
- Microsoft Excel
- Financial Analysis
