Tax Senior

Tax Senior | Brookfield, WIOur firm has spent over 50 years helping family-owned and closely-held companies navigate their most complex financial challenges. We aren't just a Top 200 accounting firm; we are a community-focused organization driven by a core promise to put people first.We are seeking a high-performing Tax Senior to join our Brookfield, WI office. If you are a detail-oriented professional who values "Measurable Results" and thrives in a collaborative, growth-oriented environment, this is an opportunity to continue building your career with purpose.Why Join Our Team?We offer a culture of innovation and agility that larger firms often lack. Here, you aren't just a number-you are a valued contributor in a firm that prioritizes your professional development and personal well-being.Work-Life Integration: Balance is a priority. We offer a standard 8 AM - 5 PM schedule and Summer Fridays off to ensure you have time to recharge and enjoy life outside the office.A Certified Great Place to Work: Our culture is built on trust and collaboration, and we are proud to be recognized officially as a top-tier employer.Total Well-Being: We invest in your whole self with a benefits package as unique as your aspirations, including Profit Sharing, a Lifestyle Spending Account, and programs dedicated to your long-term financial wellness.Community Spirit: We empower our team members to give back to the causes they care about most, fostering a culture of generosity and local impact.The RoleAs a Tax Senior, you will play a key role in delivering high-quality tax services and supporting client relationships. You will:Execute & Deliver: Prepare and review tax returns for individuals and closely held businesses, ensuring accuracy, compliance, and timeliness.Support Planning Initiatives: Assist with tax planning and research, helping identify opportunities to add value for clients.Collaborate & Grow: Work closely with Managers and Partners on engagements while mentoring and guiding junior staff.Build Relationships: Develop strong working relationships with clients, becoming a reliable and responsive resource.Driven by Values: Work within a framework of core fundamentals that guide our daily actions and ensure we deliver exceptional service every day.What You BringExperience: 3-5 years of public accounting tax experience with exposure to business and individual returns.Credentials: A Bachelor's degree in Accounting (or related field); CPA or EA certification in progress or completed is highly preferred.Skillset: Strong technical skills, attention to detail, and the ability to manage multiple priorities effectively.Mindset: A proactive, team-oriented approach with a desire to learn, grow, and contribute to client success.Commitment: Standard hours (8-5, M-F) with a commitment to 50-55 hours during peak season to support client needs.BenefitsWork-Life & FlexibilitySummer Fridays: Fully paid afternoons off during the summer months to recharge.Flexible Time Off (FTO): An agile policy for exempt staff that prioritizes results over clock-watching.Hybrid/Remote Work Options: Flexibility to work from home or a location that suits your schedule.Paid Parental Leave: Two weeks of paid leave for new parents (birth, adoption, or placement), plus enhanced maternity benefits.Financial Growth & Wellness401(k) Match & Profit Sharing: A competitive match (up to 3%) plus annual discretionary profit-sharing contributions.Lifestyle Spending Account (LSA): Firm-allocated funds to spend on what matters to you-fitness, pet care, professional development, or even convenience services.Tuition Discounts: Significant discounts on undergraduate and graduate courses through partner colleges for you and your family.Health & Personal Well-BeingRobust Insurance Options: Multiple health, dental, and vision plans, including unique coverage for acupuncture and bariatric treatments.On-Site Wellness: Access to flu shots, blood pressure screenings, ergonomic support, and even chair massages.Mental Health Support: Access to 6 free counseling sessions per issue for you and your family members through our EAP.