Tax Manager

We are partnering with a well-established, growth-oriented public accounting firm in the Milwaukee area seeking a Tax Manager or Senior Tax Manager to focus on high-net-worth individuals, families, and closely held entities.

This is a highly visible role working with sophisticated clients, offering exposure to complex tax planning, advisory work, and a strong path toward leadership.

Key Responsibilities

• Lead tax compliance and planning for high-net-worth individuals, family offices, trusts, and pass-through entities
• Review complex individual, trust, estate, partnership, and S-Corp tax returns
• Provide proactive tax strategies including wealth preservation, estate planning, and multi-entity structuring
• Serve as a trusted advisor to clients, building and maintaining strong long-term relationships
• Research and interpret complex tax issues and communicate recommendations clearly to clients
• Manage and mentor staff, reviewing work and supporting professional development
• Coordinate with internal leadership on client service delivery and practice growth initiatives

Qualifications

• Bachelors degree in Accounting or related field (Masters in Taxation preferred)
• CPA required
• 5+ years (Manager) or 7+ years (Senior Manager) of public accounting experience
• Strong experience with high-net-worth individual tax, trusts, estates, and pass-through entities
• Proven ability to manage multiple client engagements and deadlines
• Strong technical tax knowledge and research capabilities
• Excellent communication and client-facing skills

Pay Details: $100,000.00 to $160,000.00 per year

Search managed by: Dan Hartmann


Equal Opportunity Employer/Veterans/Disabled

Military connected talent encouraged to apply

To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to

The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable:

• The California Fair Chance Act
• Los Angeles City Fair Chance Ordinance
• Los Angeles County Fair Chance Ordinance for Employers
• San Francisco Fair Chance Ordinance

Massachusetts Candidates Only: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.