Senior Tax Preparer
$70k - $80kMagnolia Tax Services
Job Description
Magnolia Tax Services is hiring a Senior Tax Reviewer to review business and individual returns, talk directly with clients, and serve as a technical anchor for our preparer team. This is a remote, full-time role open to candidates living in Wisconsin or Illinois.
\n \nMagnolia is a remote tax planning, preparation, and bookkeeping firm based in Milwaukee. We have served 800+ clients and our revenue has doubled every year. Our clients are business owners: S-corp owners, real estate investors, physicians, restaurant and hospitality owners, and realtors. We focus on proactive planning, not just year-end compliance.
\n \nWhat you'll do:
\n- Review Forms 1120-S, 1065, and 1040 (with Schedules C and E) before they go to the client
\n- Prepare complex returns yourself when needed, especially multi-entity S-corp and partnership groups
\n- Check the items that matter most for our clients: shareholder and partner basis, reasonable compensation, K-1 flow-through, depreciation and cost segregation, passive activity rules, and state filings
\n- Lead return review calls with clients, explaining results, open items, and planning opportunities in plain language
\n- Respond to IRS and state notices and support the team on correspondence audits
\n- Give preparers clear, written review notes that help them improve
\n- Flag planning opportunities (entity structure, retirement plans, accountable plans) to firm leadership
\n- Help refine our review checklists and workflow in TaxDome during and after tax season
\n \nRequired:
\n- Enrolled Agent or CPA credential (active), or CPA candidate with substantial review experience
\n- 4+ years preparing business returns, including at least 2 seasons reviewing 1120-S and 1065 returns
\n- Strong working knowledge of S-corp and partnership basis, reasonable compensation, and Schedule E rental activity
\n- Confident speaking with clients by phone and video, including explaining a return or a notice
\n- Comfortable working remotely and independently, with US Central Time business-hours availability
\n- Lives in Wisconsin or Illinois
\n \nNice to have:
\n- Experience with Drake Tax and TaxDome (our software stack); other professional tax software experience also welcome
\n \nBenefits:
\n- Base salary: $70,000 to $80,000, based on experience and credential
\n- Busy-season performance bonus
\n- 401(k) with a 100% employer match on up to 4% of pay (safe harbor plan), eligible after 6 months
\n- Health reimbursement (QSEHRA): $400/month toward individual health and dental premiums and out-of-pocket medical costs, tax-free, after 90 days
\n- Full-time, W-2
\n- Remote (must live in Wisconsin or Illinois); standard Central Time business hours, with extended hours during tax season
\n- A remote role without Big 4 hours, direct access to firm leadership, and a growing client base built on planning work
$70k - $80k
...Magnolia Tax Services is hiring a Senior Tax Reviewer to review business and individual returns, talk directly with clients, and serve as a technical anchor for our preparer team. This is a remote, full-time role open to candidates living in Wisconsin or Illinois....SeniorFull timeLive inRemote workMagnolia Tax Services
Milwaukee County, WI1 day ago- ...focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even... ...each other.CLA is looking to hire a Tax Senior to join our Wisconsin Tax practice!... ...Point, and Wausau.As a Tax Senior, you will:Prepare, supervise, and review individual, C corporation...SeniorFull time
CliftonLarsonAllen
Milwaukee, 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... ...successful 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...SeniorFull timeH1bPwC
Milwaukee, WI2 days ago- ...Senior Tax AssociateA regional CPA firm on the rise is looking for a Senior Tax Associate to add to its team. If you're after a place to grow your tax career where work-life balance is taken seriously, this one deserves a look. The firm has built an encouraging, people...SeniorWork at office
gpac
Brookfield, WI2 days ago $76k - $95k
...Senior Tax Accountant | Waukesha, WICraving complex returns and partners who still know who you are? This practice pairs bigger-firm resources with a close-knit feel and is bringing on a Senior Tax Accountant in Waukesha.About the Role:Own a slate of client relationships...Seniorgpac
Waukesha, WI2 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... ...Responsibilities • Review business and individual tax returns prepared by Experienced Associates, staff, and interns • Manage...SeniorMueth CPA, LLC
Milwaukee, WI2 days ago$28 - $40 per hour
...is a virtual CPA firm helping individuals and businesses with tax preparation, planning, and year-round support. Our work ranges from small... ...ways to work. About the Role We’re looking for a Senior Tax Associate based in Washington State to prepare tax returns...SeniorHourly payFull timePart timeWork at officeRemote workWork from homeBoyd Shoker PLLC
Milwaukee, WI1 day ago- ...Senior Tax Analyst Location: Washington D.C. Metro Area Working Model: 2 days a week on-site during initial ramp up, then fully remote... ...projects. Key Responsibilities: Tax Compliance Prepare U.S. federal and state income tax returns, including estimated...SeniorPermanent employmentTemporary workRemote work2 days per week
Brewer Morris
Milwaukee, WI5 days ago $95k - $110k
...SENIOR TAX ACCOUNTANT — CPA OR EA A.C.T. Services, Inc. | Indianapolis, Indiana Employment type: Full-time, year-round Work... ...about the people behind the numbers. This role combines tax preparation and review, proactive planning, tax resolution work, direct client...SeniorFull timeLive inWork at officeLocal areaRemote workMonday to FridayACT Services LLC
Milwaukee, WI3 days ago$77k - $214k
Industry/SectorNot ApplicableSpecialismGeneral Tax ConsultingManagement LevelSenior AssociateJob Description & SummaryThe OpportunityAs a Specialized Tax Services - Research & Development Tax - Senior Associate, you will focus on providing tax advice and solutions to clients...SeniorFull timeH1bPwC
Milwaukee, WI3 days ago$28.74 - $36.72 per hour
...communication skills, we need you to help our customers complete their taxes using Intuit TurboTax products. You will be working toward... ...Prosperity Around the World” by providing expert guidance, tax preparation, and explanations of tax and technical terms to our customers....Intuit
Waukesha, WI4 days ago- ...that inspires excellence, delivers meaningful impact, and empowers you to shape your own future.KPMG is currently seeking an Audit Senior Manager to join our [1] Audit practice. Responsibilities: * Manage and supervise the execution of external audit engagements of various...SeniorH1bWork at officeLocal areaWork from homeHome office
KPMG
Milwaukee, WI4 days ago $100k - $220k
...decision making.Provides “big picture” insights based upon knowledge and research enhancing the Division’s value proposition with senior leadership and business groups.Develops specific and where appropriate broad communications which identify revenue and cost management...SeniorFull timeContract workPart timeWork at officeLocal areaShift workBMO Bank
Milwaukee, WI4 days ago$100k - $140k
...Senior Technical Accounting Analyst (43276) Our client is an organization in the Milwaukee area looking for a Senior Technical... ...limited to, the following: RESPONSIBILITIES Assist with the preparation and review of quarterly and annual financial reports in...SeniorFull timeTruity Partners
Milwaukee, WI1 day ago$32.21 - $41.16 per hour
...\n \n You will be working toward advancing our goal of Powering Prosperity Around the World by providing expert guidance, tax preparation, and explanations of tax and technical terms to our customers. You will also have the opportunity to shape the direction of one...Seasonal workIntuit
Milwaukee, WI10 days ago$77k - $214k
...Senior Associate, Financial Services Tax Practice A career in our Financial Services Tax practice, within Corporate Tax services, will provide you with the opportunity to help our clients meet their tax obligations while managing the impact tax has on their business...SeniorH1bLocal areaOverseas$70.32k - $105.48k
About the Job: The IT Audit Senior Specialist will be responsible for supporting the planning, execution, and reporting of information... ...and monitoring, and third-party or cloud-related controls.Prepares clear, logical, well-supported, and accurate workpapers that document...SeniorFull timeNorthwestern Mutual
Milwaukee, WI1 day ago$100k - $110k
...a client in the Milwaukee, WI area is looking for a Senior Technical Accountant.Summary:The position prepares and supports quarterly and annual SEC filings, researches... ...areas. The position also coordinates selected tax compliance information requests, supports the quarterly...SeniorKForce
Milwaukee, WI3 days ago$126.82k - $149.2k
...financial reporting practices across Registered Fund Services. The Senior Manager will connect Fund Accounting, Fund Administration,... ...visibility and establish sustainable, repeatable audit preparation practices that support ongoing readiness and consistent, high-...SeniorFull timeLocal areaUS Bank
Milwaukee, WI18 hours ago- ...salaryEmployee discountsFlexible scheduleOpportunity for advancementSigning bonusTraining & 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 ACC
Waukesha, WI4 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...Full timePart timeSeasonal workRelocation packageFlexible hoursShift work
Jackson Hewitt
West Allis, WI4 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...Extra incomeFull timePart timeLocal areaRelocation packageFlexible hoursShift work
Jackson Hewitt
Franklin, WI1 day ago - ...Entry-Level Seasonal Tax PreparerSeeking a job that fits around your life? Look no further! We provide flexible scheduling options,... ...apply today! If you join our team as an Entry-Level Seasonal Tax Preparer, you'll conduct one-on-one tax interviews with clients, start to...Second jobSeasonal workFlexible hours
Jackson Hewitt
Milwaukee, WI3 days ago $23k
...Senior Internal AuditorCheers to creating an incredible tomorrow! At Molson Coors, we tackle big challenges and defy the status quo. With a proud legacy of excellence, an incredible portfolio of beer, seltzers, spirits, and non-alcohol brands, and a bold vision for our...SeniorTemporary workWork experience placementMolson Coors Beverage
Milwaukee, WI3 days ago- Innovative Signs | 10-15 Hours Per Week | Flexible Schedule Innovative Signs is a family-owned business celebrating 25 years of success. We are seeking an experienced, detail-oriented accounting professional to join our team in a flexible, part-time position. We're looking...SeniorPart time10 hours per weekFlexible hours
- ...Tax PreparerTax Preparer role involves preparing accurate tax returns for individuals and small businesses, providing exceptional customer service, and staying current with tax regulations and laws. The Tax Preparer will play a critical role in helping clients achieve...Work at officeLocal area
Liberty Tax Service
Milwaukee, WI3 days ago - ...Tax PreparerDBHW Wealth Partners is a leading investment management, financial, and tax planning firm dedicated to providing exceptional... ...their financial goals with confidence.Job Summary:The Tax Preparer is responsible for accurately preparing and timely filing tax returns...Work at officeLocal area
DBHW Wealth Partners
Brookfield, WI2 days ago - ...Job DescriptionJob DescriptionCalling all Experienced Tax Preparers! Join our team for an exciting 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...Work at officeFlexible hours
Jackson Hewitt 2538
Milwaukee, WI4 days ago - ...We are hiring for a Senior Accountant in West Allis, WI. This position is part of a growing accounting department supporting a successful manufacturer. You will focus on general ledger activities and support the clerical staff. If you have at least five years experience...SeniorFull time
LHH
West Allis, WI2 days ago - ...the potential to earn higher compensation by adding this side gig – or growing a new career – at Jackson Hewitt. Seasonal Tax Preparer Work within one of our Walmart kiosk locations Assist clients via one-on-one tax interviews and answer questions from walk...Second jobSeasonal workFlexible hours
Jackson Hewitt
Milwaukee, WI2 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Tax Preparer. Be the first to apply!
