Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Tax Manager

$110k - $150k

Creative Financial Staffing

Tax Manager


New permanent opportunity for a Tax Manager. Long established firm that handles Private Family office work for high net worth, multiple and multi-generational families. Responsible for preparing a broad range of complex income tax returns, tax planning, research and overseeing staff.


Compensation: Salary around $110,000-$150,000ish + bonus depending on experience.


Tax Manager Responsibilities:

  • Prepare complex income tax returns, 1041, 1065 and 990-PF
  • Tax planning, quarterly tax estimates, and tax research
  • Assist with trust accounting, preparing estate and gift tax returns
Ideal Tax Manager criteria:
  • Bachelor's Degree
  • CPA and/or Master's Degree a plus
  • Extensive income tax preparation experience
  • Experience preparing complex fiduciary and partnership income tax returns
OR
  • Tax experience with a strong interest in High Net Worth Tax work
Why Work Here:
  • Opportunities for advancement
  • Profit sharing/401(k) plan, full benefits
  • Critical role with high-profile clients that are long established, working together for generations
  • Excellent family culture, good work life balance, family oriented, flexibility
  • Significant, complex, interesting work
  • Opportunity to make an impact
  • Long term employees, most employed for 15+ years

#INAUG2026
#LI-SL1


EB-1316582817
Vacancy posted 20 hours ago
Similar jobs that could be interesting for youBased on the Tax Manager in Lake Geneva, WI vacancy
  •  ...Wisconsin. The primary responsibilities of this position include the preparation of complex income tax returns (with a focus on Forms 1041, 1065, and 990-PF), managing the firm's tax return docket, and overseeing the staff and process for filing state and federal tax... 
    Suggested
    Full time
    Work at office

    Sabio Systems

    Lake Geneva, WI
    3 days ago
  •  ...Arrangement | In-office; potential hybrid flexibility after one completed tax season | Tax Season Schedule | Approximately 60 to 65 hours per...  ...CPA firm in Burlington, Wisconsin, is seeking a Working Tax Manager to join our team. We primarily serve individuals and small... 
    Suggested
    Full time
    Work at office
    Work from home
    Flexible hours

    Definitive Solutions Company Inc.

    Burlington, WI
    2 days ago
  •  ...Tax Preparer OpportunityCalling all experienced tax preparers! Join our team for an exciting seasonal opportunity that offers flexible schedules. Leverage your tax expertise, business background, and knowledge of tax laws to propel you to the next level. You will provide... 
    Suggested
    Extra income
    Full time
    Part time
    Local area
    Relocation package
    Flexible hours
    Shift work

    Jackson Hewitt

    Lake Geneva, WI
    3 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... 
    Suggested
    Full time
    Part time
    Seasonal work
    Local area
    Relocation package
    Flexible hours
    Shift work

    Jackson Hewitt

    Lake Geneva, WI
    4 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... 
    Suggested
    Full time
    Part time
    Seasonal work
    Relocation package
    Flexible hours
    Shift work

    Jackson Hewitt - FMX

    Lake Geneva, WI
    3 days ago
  •  ...workforce planning, leadership development, and culture. The HR Director leads enterprise-wide talent strategies, including performance management cycles, succession planning, and leadership pipeline development, and drives key HR initiatives and cross-functional projects... 
    Hourly pay
    Work at office
    Shift work

    MRA Recruiting Services

    Lake Geneva, WI
    20 hours ago
  • $25 - $30 per hour

     ...Schedule: Monday - Friday - Full-time onsite position Job Summary The Human Resource Manager - HR at Geneva Lake Manor oversees all HR functions, including payroll, recruitment, employee relations, benefits administration, compliance, performance management, and policy... 
    Hourly pay
    Full time
    Temporary work
    Work at office
    Immediate start
    Monday to Friday
    Flexible hours

    Geneva Lake Manor

    Lake Geneva, WI
    4 days ago
  •  ...Coordinate banquet service needs with food production and maintain effective communication across departments to exceed guest expectations. Manage labor, costs, and budgets while maintaining accurate records of banquet functions and inventories. Conduct departmental meetings... 
    Work at office
    Local area
    Flexible hours
    Shift work
    Night shift

    The Marcus Corporation

    Lake Geneva, WI
    1 hour ago
  •  ...support to help you succeed. What You'll Do As a Recruiter, with the support and guidance of a Recruiting Supervisor, you will build and manage a full-cycle recruiting desk while partnering with companies to help them find top talent. In this role, the Recruiter will: Source... 
    Base plus commission
    Permanent employment
    Full time
    Casual work
    Work at office
    Local area
    Flexible hours

    CPS

    Lake Geneva, WI
    2 days ago
  •  ...payroll records and supporting documentation. Assist with payroll tax reporting and payroll-related reconciliations. Coordinate with...  .... Prepare operational financial reports and analyses to help management understand manufacturing performance and cost trends. Partner with... 
    Weekly pay
    Full time
    Live out
    Work at office
    Local area

    Red Monkey Foods, Inc.

    Springfield, WI
    2 days ago
  •  ...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... 
    Extra income
    Full time
    Part time
    Local area
    Relocation package
    Flexible hours
    Shift work

    Jackson Hewitt Tax Service, Inc.

    Burlington, WI
    2 days ago
  •  ...protection Corporate discount program Referral bonus opportunities are available for referring qualified candidates Free continuing tax education Enrolled Agent materials and testing reimbursement Opportunities for advancement within the organization Employee referral... 
    Full time
    Part time
    Second job
    Seasonal work
    Relocation package
    Flexible hours
    Shift work

    Jackson Hewitt - FMX

    Burlington, WI
    2 days ago
  • Jackson Hewitt - FMX is seeking a Seasonal Entry Level Tax Preparer to conduct one-on-one tax interviews with clients and help build your book of business. You will receive professional development and continual training as part of joining the team. Ideal candidates bring... 
    Seasonal work
    Relocation package
    Flexible hours

    Jackson Hewitt - FMX

    Burlington, WI
    2 days ago
  • $17 per hour

    Job Description Job Description Facility Audit Prep / Clean-Up Associate - 1st Shift Location: Delavan, WI Pay: $17.00 per hour Shift: 1st Shift, 7:00 AM - 3:00 PM Position Type: Temporary We are seeking dependable individuals to assist with facility audit...
    Hourly pay
    Weekly pay
    Temporary work
    Shift work
    Day shift

    Co-Staff Job Board

    Delavan, WI
    10 days ago
  •  ...you’ll build client relationships that will grow stronger every year. What You’ll Bring To The Team Assist with the beginning of the tax interview by entering client and W-2 information into the tax program Assist with the closing of the interview by assembling the tax... 
    Work at office
    Local area

    H&R Block

    Burlington, WI
    1 day ago
  • H&R Block is seeking an assistant for the tax interview process in Burlington, Wisconsin. You will help start interviews by entering client and W-2 details into the tax software and support completing the tax return with customers. You will ensure every client receives... 

    H&R Block

    Burlington, WI
    1 day ago
  •  ...Tax Senior Opportunity A well-respected client is seeking a Tax Senior due to the growth in their firm. Are you an experienced individual...  ...As a Tax Senior, you will be responsible for overseeing and managing a team of tax associates while developing and implementing... 

    gpac

    Burlington, WI
    4 days ago
  • $50k - $70k

     ...schedule ~ Health insurance ~ Opportunity for advancement ~ Paid time off ~ Training & development Responsibilities: Manage customer accounts and update information in the database. Assist customers with policy changes and inquiries. Process... 
    For contractors
    Work at office
    Flexible hours

    Tim Werwie - State Farm Agent

    East Troy, WI
    3 days ago
  •  ...Entry Level Manager Come join the Culver's Management Team! In our restaurants, teamwork is everything. When you join Culver's, you'll find yourself surrounded by a supportive team, and opportunities to develop personally and professionally. With our training programs... 
    Monday to Friday
    Flexible hours
    Shift work
    Night shift
    Weekend work
    Day shift

    Culver's

    Lake Geneva, WI
    4 days ago
  •  ...Minimum Requirements ~ Bachelor’s degree in human resources, business or a related field. ~12+ years of experience managing employee benefits with 5+ years in a leadership role. ~ Strong communication skills with the ability to simplify complex topics... 

    Uline

    Burlington, WI
    3 days ago
  •  ...the lives of residents every day. At Sunrise Senior Living, we champion the quality of life for all seniors. As a Life Enrichment Manager, you create personalized Life Skills experiences that foster purpose, familiarity, and meaningful moments for residents living with... 
    Shift work

    Sunrise Senior Living

    Springfield, WI
    1 day ago
  •  ...problems are occurring and what needs to change. Primary Outcomes Leaders are equipped to lead people effectively. Managers understand their responsibility for employee experience, performance, accountability, retention, and team culture and have the coaching... 

    Lad Lake

    Williams Bay, WI
    3 days ago
  •  ...on delivering sales and profit results through profitability, guests, people & operations. The HSC supports the Restaurant General Manager (RGM) and Assistant Manager (AM) in managing the operations during assigned shifts, driving key performance outcomes related to sales... 
    Hourly pay
    Shift work
    Weekend work
    Afternoon shift

    Burger King

    Lake Geneva, WI
    1 day ago
  • $75k - $95k

     ...for someone looking to grow beyond a traditional senior accountant role Key Responsibilities for the Senior Accountant: Manage month-end and year-end close processes and support the preparation of financial statements Prepare and post journal entries; complete... 

    Creative Financial Staffing

    Elkhorn, WI
    4 days ago
  • Senior AccountantCFS is engaged with a company seeking to add a Senior Accountant to their growing team! Company is a leader in their industry and lots of opportunity moving forward.Why You Should Consider This Company:Part of a Large Company – Small Company & Family FeelHybrid...

    Creative Financial Staffing

    Delavan, WI
    3 days ago
  •  ...with GAAP. Perform variance analysis, cost accounting support, controls review, and financial data reconciliation. Manage or support Sales, Use, and Payroll tax processes, including timely reporting and compliance activities. Support internal and divisional financial... 
    Work at office
    Local area

    Experience Burlington

    Burlington, WI
    4 days ago
  •  ...Overview Geneva Lake Manor has a unique full-time opportunity for a long-term care Dietary Manager. We are located in beautiful Lake Geneva, Wisconsin and have a reputation for providing quality care to seniors in Walworth County and surrounding communities. As the Dietary... 
    Full time
    Local area

    Geneva Lake Manor

    Lake Geneva, WI
    1 day ago
  • $75k - $95k

     ...career runway for someone looking to grow beyond a traditional senior accountant roleKey Responsibilities for the Senior Accountant:Manage month-end and year-end close processes and support the preparation of financial statementsPrepare and post journal entries;... 

    Creative Financial Staffing

    Elkhorn, WI
    1 day ago
  •  ...will support the accuracy and integrity of financial operations by managing supplier rebate programs, client incentive agreements, and core...  ...with month-end and year-end close, journal entries, sales tax, and audits. Driving Impact Through: Program Administration: Manage... 
    Contract work

    Millennium Broadband Solutions

    Delavan, WI
    1 day ago
  •  ...Job Overview The primary function of this position is to manage the accounting processes, including job cost accounting, for a construction...  ...monthly financial statements Provides supporting role in tax reporting and planning Develops and maintains annual budgets for... 
    Full time
    Part time
    Work at office

    Experience Burlington

    Burlington, WI
    4 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Tax Manager. Be the first to apply!