Tax Accountant

Pay: $75,000.00 - $120,000.00 per year

Why This Is a Great Opportunity

• Join a fast-growing, high-reputation tax and advisory firm where your growth tracks directly with the firms growth
• Do meaningful work beyond compliance: proactive tax planning, advisory, and real business-owner impact
• Own your own client relationships like an Account Manager (not a back-office preparer)
• Clear runway to level up into senior work, advisory leadership, and long-term career stability
• Work with a modern, forward-thinking team that values proactive planning and doing things the right way

Location: On-site in Greenfield, WI (with potential hybrid flexibility after year 1 based on performance and circumstances).

Note: Must have an active EA or CPA license, or be on track to obtain EA/CPA within 1 year. Permanent U.S. work authorization required (no sponsorship now or in the future).

About Our Client

Our client is a highly regarded tax planning and advisory firm serving business owners, real estate investors, and high net worth individuals. Theyre known for proactive (not reactive) planning, a holistic virtual family office approach, and a strong local reputation.

Job Description

• Manage a portfolio of small business and individual clients as the primary point of contact
• Prepare and review business and individual tax returns with accuracy and confidence
• Deliver proactive tax planning and year-round advisory (not just busy-season prep)
• Build and present financial statements and planning insights for clients
• Consult with business owners on strategy, growth, and tax-saving opportunities
• Partner with internal specialists and planning resources to support comprehensive client outcomes
• Help improve workflows and contribute to a modern, service-forward client experience

Qualifications

• EA or CPA license, or ability to obtain within 1 year
• Experience in tax preparation (individual and/or business) in public accounting or similar environment
• Strong client communication skills and comfort owning relationships
• Organized, detail-oriented, and able to manage multiple deadlines
• Interested in proactive tax planning and advisory work (not just compliance)

Why You Will Love Working Here

• A proactive, consultative culture with room to grow fast if youre motivated
• Team-forward environment with strong standards and real support
• Work thats impactful: helping clients keep more of what they earn and build long-term wealth
• Career stability with a firm thats growing and investing in its people

JPC-671

Job Type: Full-time

Benefits:

• Dental insurance
• Paid time off
• Retirement plan
• Vision insurance

Requirements: Must-haves: 1+ yr accounting exp, EA or CPA or ability to obtain within 1 yr (ie., actively pursuing EA/CPA and have passed some parts), Preferred: Public accounting tax exp. Must have Perm U.S. work authorization

• Additional context: Relocation- [open]. Packages - [open]

Submissions Name / Nicholas: [email protected]

Quick Recruiter Reference (Internal Summary)

Milwaukee-area tax planning/advisory firm with a proactive, holistic “virtual family office” model serving business owners and higher-end clients. This Tax Accountant is an account-manager style role owning client relationships across tax prep, tax planning, and advisory. Must have EA/CPA (or can get within 1 year) and must have permanent U.S. work authorization.

Recruiters Submission: To submit, cancel - Tax Accountant – Dolen, Tucker, Tierney & Abraham - JPC 670 - Source

**New Job Order Alert**

• Client job title: Tax Accountant

• Location: Greenfield, WI

• On-site, hybrid, remote: On-site

• Experience: 1

• Good fit job titles/keywords for candidates: Tax Accountant, Staff Accountant Tax, Public Accounting Tax, Tax Preparer, Tax Associate, Small Business Tax, Business Tax, Individual Tax, Tax Planning, Tax Advisor, Client Accounting Services (CAS), Accounting Associate, EA, Enrolled Agent, CPA, CPA Candidate

• # of hires needed: 1

• Open or not to recruiters on TE: NO

• Job posting strategy (bottom of package details): 1+ yrs exp, soft license deal breaker, Milwaukee nearby. Not bad