Tax Accounting Manager

Job Details:

Tax Accounting Manager - Lead the Tax Strategy, Not Just the Returns

Elm Grove, WI | Hybrid

Compensation is competitive and commensurate with experience

Own the client relationships. Shape the tax strategy. Be the go-to expert.

You’re not looking for another grinder role. You want to steer the work, mentor the team, and be the trusted advisor your clients call first.

In this Tax Accounting Manager role, you’ll manage a book of business, lead engagements, and drive tax planning for closely held companies and high-value individuals across industries like healthcare, real estate, construction, manufacturing, the arts, and more.

You’ll work where tax technical meets client strategy—reviewing complex returns, guiding staff, and translating changing tax laws into clear, confident recommendations.

If you’ve put in your busy seasons and are ready to step fully into that manager/leader lane, we want to talk to you.

What You'll Work On

You’ll be the tax point-person for a diverse, closely held client base, with real ownership over relationships and deliverables:

• Federal and multi-state individual income tax
• Federal and multi-state business tax returns
• Tax planning and projections for closely held businesses
• Research around complex and evolving tax issues
• Process improvement within the tax practice
• Client relationship management and advisory
• Staff coaching, review, and development
• Industry trend and best-practice sharing within the firm

You’ll leverage tools like the Thomson Reuters suite along with Microsoft Teams, Excel, Word, and Outlook to keep the work sharp, accurate, and efficient.

This is where your hard-won tax experience turns into real strategic influence.

What You'll Be Doing

• Preparing and reviewing complex business tax returns
• Preparing and reviewing individual tax returns
• Managing and growing a defined book of business
• Leading tax planning and projection work requested by clients
• Researching tax issues and communicating clear findings
• Identifying and recommending process improvements in the tax function
• Staying current on tax law changes through literature, seminars, and training
• Consulting with clients to understand their financial affairs and tax exposure
• Responding to client calls and emails in a timely, professional manner
• Developing and maintaining relationships with clients, regulators, and industry organizations
• Transferring industry knowledge, trends, and best practices to others in the firm
• Overseeing, coaching, and developing staff involved in return preparation

What We're Looking For

• Bachelor’s degree
• CPA, EA, or JD required
• At least 8 full busy seasons in tax preparing and reviewing individual and business returns
• Ability to manage and develop newer staff members
• Strong attention to detail and organizational skills
• Clear, quality communication with staff and clients
• Positive attitude, team-first mindset, and willingness to learn
• General proficiency with Microsoft Teams, Excel, Word, and Outlook
• Experience with Thomson Reuters suite preferred
• Ability to learn from prior engagements and apply that knowledge forward

The Experience That Will Really Get Our Attention

You’ve lived through multiple busy seasons as the steady hand—reviewing, troubleshooting, and explaining complex issues without losing your cool. Clients trust you, staff lean on you, and you enjoy turning dense tax law into practical moves for closely held businesses and their owners.

If you’ve already been a go-to tax resource, can juggle a book of business, and naturally step into mentorship and process improvement, you’ll stand out here.

High-signal tools and focus areas: Thomson Reuters suite • Microsoft Excel • Microsoft Word • Microsoft Outlook • Microsoft Teams

Why This Opportunity?

You’re stepping into a firm that backs its managers with real flexibility—hybrid schedules, flex time options, and generous PTO at the manager level.

You’ll own meaningful client relationships and have room to shape how the work gets done, from planning and projections to process upgrades and staff development.

Sign-on bonuses and strong, experience-based compensation recognize the value of the busy seasons you’ve already put in.

Compensation is competitive and commensurate with experience.

Important Requirements

Hybrid schedule is available for this role.

Home office may be based out of any one of the firm’s locations in Southeast and Central Wisconsin.

CPA, EA, or JD is required.

Interested?

If you’re ready to turn your tax expertise into leadership, client impact, and real flexibility, let’s get you in the mix.

Please send your resume to View email address on libertyjobs.com

Chuck LaBenski
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Keywords

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