Tax Associate
Truity Partners
Tax Associate (42575)
Our client is an organization in the Waukesha County area that’s looking for a Tax Associate. Our client is looking for someone with 2+ years of experience, organized, and motivated. This company offers a collaborative culture, professional growth & development opportunities, and fun company perks/events. This position is hybrid.
The Tax Associate will be responsible for, but not limited to, the following:
RESPONSIBILITIES
- Work directly with client service teams to provide clients with integrated advisory experience.
- Plan efficient strategies for clients, serving as a primary resource in specialized areas.
- Perform research to solve issues and implement strategies in collaboration with internal teams.
- Prepare for and lead review meetings with current and prospective clients.
- Strategize and evaluate opportunities for planning and workflow efficiency.
- Analyze and prepare client deliverables, advising clients through related processes.
- Establish and maintain relationships with clients to enhance the overall client experience.
The Tax Associate will possess the following:
EXPERIENCE REQUIRED
- Bachelor’s degree in finance or accounting
- CPA or EA designation required.
- 2+ years of relevant tax preparation experience is required; direct experience in the financial services industry a plus.
- Strategic self-starter who is solutions focused with strong analytical skills.
- Demonstrates a sense of urgency, multi-task priorities, and meets deadlines with a high degree of accuracy.
- Focus on being service driven, with excellent written and verbal communication skills, and comfortable working with clients and prospective clients regularly.
- Proficient with Microsoft Office; including Word, Excel and Outlook.
Equal Opportunity Employer
The compensation philosophy reflects the Company’s reasonable expectation at the time of posting. Actual compensation is influenced by a variety of factors including, but not limited to skills, experience level, and overall qualifications. This role may also be eligible to participate in a discretionary incentive program, subject to the rule governing the program.
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Tax Associate in Waukesha, WI vacancy
- ...About the Role As a seasonal Tax Associate at H&R Block, you’ll begin a career in tax and client services—no prior tax experience required. With training and support from day one, you’ll work directly with clients to gather information, prepare tax returns, and answer...SuggestedHourly paySeasonal workWork at officeLocal areaWeekend workAfternoon shift
H&R Block
New Berlin, WI1 day ago $55k - $65k
...Join a team full of growth and opportunity. We are a tax, accounting, insurance, and financial services firm dedicated to providing... ...for an experienced staff accountant to join our team. Tax Associates supports the clientexperience by providing back-office support...SuggestedTemporary workDovetailteam
Pewaukee, WI2 days ago$75k - $95k
...Senior Tax Associate A well-regarded small/mid-size CPA firm is seeking a Senior Tax Associate to prepare and review returns, mentor staff, and support active client relationships. Highlights ~ Prepare and review individual, S-corp, C-corp, and partnership returns...SuggestedImmediate startFlexible hoursgpac
Waukesha, WI5 days ago$85k - $115k
...Senior Associate – Tax & Accounting Mueth CPA, LLC is growing, and we’re looking for a Senior Associate to join our team in Waukesha. This is an opportunity to work directly with business owners and individuals on tax compliance, planning, and advisory projects while...SuggestedFull timeMueth CPA, LLC
Milwaukee, WI2 days ago- ...communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with more than 8,500... ...a CPA license.You have at least 2 years’ experience as an associate in public accounting.You are looking for a firm that will support...SuggestedFull time
CliftonLarsonAllen
Milwaukee, WI2 days ago $60k - $75k
...Tax Associate A growing small/mid-size CPA firm is seeking a Tax Associate to join its tax team and help prepare individual and business returns in a collaborative, client-focused environment. Highlights Prepare Form 1040, 1120/1120S, and 1065 returns with...Summer workImmediate startgpac
Brookfield, WI2 days ago$85k - $100k
...Tax Associate Curi Capital, founded in 2005, is a rapidly growing national registered investment advisory firm (RIA) based in Chicago. We are committed to building meaningful relationships and making a difference in our clients' financial wellness. Our mission is focused...Temporary workWork experience placementWork at officeLocal areaFlexible hours3 days per weekCuri Capital
Milwaukee, WI3 days ago- ...Job Overview A law firm seeks a Tax Associate for its Milwaukee office. The ideal candidate will have at least four years of experience in complex federal transactional tax matters. Candidates in Austin, Kansas City, Milwaukee, St. Louis, or Washington, D.C. are strongly...Work at officeLocal area
BCG Attorney Search
Milwaukee, WI5 days ago - ...Tax Associate Hybrid | Chortek At Chortek, our people come first. We’re a leading professional services and planning firm built on a business‑advisor work model that supports clients across accounting, auditing, tax compliance, technology solutions, and customized M&A...Summer workLocal areaFlexible hours
Chortek
Pewaukee, WI1 day ago - ...Job Description A Well-Established CPA firm in the area is looking to add a Tax Senior to their team. This stable and growing firm offers their staff a collaborative and family-oriented environment! This role offers direct access to leadership and client contact...Relocation package
gpac
New Berlin, WI3 days ago - ...discounts Flexible schedule Opportunity for advancement Signing bonus Training & development Calling all Experienced Tax Preparers! Join our team for an exciting seasonal opportunity that offers flexible schedules. Leverage your tax expertise, business background...Full timePart timeSeasonal workLocal areaRelocation packageFlexible hoursShift work
Jackson Hewitt
Pewaukee, WI3 days ago - ...salary Employee discounts Flexible schedule Opportunity for advancement Signing bonus Training & development Calling all Experienced Tax Preparers! Join our team for an exciting seasonal opportunity that offers flexible schedules. Leverage your tax expertise, business background...Full timePart timeSeasonal workRelocation packageFlexible hoursShift work
Jackson Hewitt
Waukesha, WI4 days ago $77k - $214k
...companies with a range of business advisory needs such as audit, tax compliance, and planning to help improve their operational... ...and progress in our careers, now and in the future.As a Senior Associate, you'll work as part of a team of problem solvers, helping to solve...Full timeH1bPwC
Milwaukee, WI5 days ago- Bookkeeper / Accounting Specialist Location: Waukesha, WI Schedule: Monday–Friday, 8:00 AM–4:00 PM | 100% onsite A growing, established service organization in the Waukesha area is looking to add a Bookkeeper / Accounting Specialist to its accounting and administrative...Full timeWork at officeMonday to FridayWeekday work
Truity Partners
Waukesha, WI1 day ago $140k - $160k
Assistant Controller Salary: $140,000-$160,000 + Discretionary Bonus Why You Should Consider This Opportunity: Join a rapidly expanding organization that has more than doubled its revenue and continues to invest in future growth Gain significant visibility...Immediate startCreative Financial Staffing
Waukesha, WI5 days ago$110k - $150k
...implementation, and maintenance of internal controls and accounting policies. Coordinate and support annual financial statement audits, tax filings, and other regulatory reporting requirements. Partner with operational leaders to provide financial insights and support...Truity Partners
Waukesha, WI2 days ago- We are hiring for a Seasonal Tax Preparer in New Berlin, WI. This role will assist a public accounting firm for the tax season. If you recently graduated with your accounting degree or have experience with individual returns, this could be a good fit for you. Seasonal Tax...Seasonal work
$74.9k - $98.99k
Overview Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage... ...? If yes, consider joining Baker Tilly (BT) as a Tax Senior Associate! This is a great opportunity to be a valued business advisor...Local areaWorldwide- ...Tax Senior A well-established CPA firm in the area is looking to add a Tax Senior to their team. This stable and growing firm offers their staff a collaborative and family-oriented environment! This role offers direct access to leadership and client contact. This is...Relocation package
$120k - $140k
...and oversees all intercompany reconciliations. Actively manages and oversees the preparation and issuing of financial statements, tax returns and supporting schedules as required. Interfaces with CPA firm on all corporate and owner/operator personal income tax returns...Local areaOntech Talent
Pewaukee, WIa month ago$77k - $214k
Industry/SectorNot ApplicableSpecialismGeneral Tax ConsultingManagement LevelSenior AssociateJob Description & SummaryThe OpportunityAs... ...Specialized Tax Services - Research & Development Tax - Senior Associate, you will focus on providing tax advice and solutions to clients...Full timeH1bPwC
Milwaukee, WI1 day ago$21 - $26 per hour
...authority and leading partner for state departments of insurance, surplus lines associations, and brokers nationwide. We’re achieving that goal by enhancing every facet of our customers reporting and tax filings through education and innovative, streamlined compliance...Full timeRemote workInsCipher
Milwaukee, WI3 days ago$100k - $125k
I am looking to hire a full-time Financial Controller for a reputable company here in Waukesha, WI (53188) . This role will be permanent and is looking to interview right away. Pay: $100,000 - $125,000 & Full Benefits Schedule: M-F, 8am - 4pm Hybrid: 100% onsite Responsibilities...Permanent employmentFull time$5,000 per month
...the globe. Our work improves lives. Find out how a career as a Tax Accountant can change yours. A Tax Accountant, you are responsible... ...tax calendar, and policy and procedures Qualifications: Associate’s Degree in Accounting, Finance, or related field, and 2-3 years...Full timeTemporary workFor contractorsWork at officeLocal areaFlexible hoursMichels Corporation
Milwaukee, WImore than 2 months ago- A technology and financial services company is seeking a Tax Associate to assist customers with their taxes using TurboTax products. This role offers a fully remote working environment, allowing for collaboration with a dedicated team. The ideal candidate has at least 2...Remote job
- Kforce's client in the Waukesha, WI area is looking for an Assistant Controller. Summary: The Assistant Controller is responsible for overseeing all aspects of cash forecasting, monthly financial close, and financial reporting. This role will also collaborate with FP&A...Work at office
$80k
...and other audit materials that meet all relevant professional practice requirements. ~Perform initial review work of staff level associates. ~Assist department staff, outside auditors, consultants, and examiners as needed. ~Serves as a subject matter expert resource...Work at officeSymicor Group
Waukesha, WImore than 2 months ago- ...Accountant – Tax & Small Business Accounting An established accounting firm is seeking an Accountant to prepare individual and business tax returns and provide accounting support to small business clients. This role combines hands-on tax preparation, financial reporting...Full time
Robert Half
Greenfield, WI1 day ago - ...Purpose is to provide help and inspire confidence in our clients, associates, and communities everywhere. We also believe in a high... ...is always open. A Typical Day... Joining H&R Block as a Tax Professional means you will have the support of an expert team...Work at office
H&R Block
Milwaukee, WI4 days ago $25 - $35 per hour
...Ready to make an impact this tax season? We’re looking for a driven and detail-oriented Tax Preparer to join our dynamic team for the 2027 tax season! In this role, you won’t just crunch numbers—you’ll play a key part in helping individuals, businesses, and trusts...Hourly payWork at officeLocal areaDBHW Wealth Partners
Brookfield, WI21 hours ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Tax Associate. Be the first to apply!
