Why This Is a Great Opportunity

• Join a fast-growing, high-reputation tax and advisory firm where your growth tracks directly with the firm’s 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. They’re 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 you’re motivated
• Team-forward environment with strong standards and real support
• Work that’s impactful: helping clients keep more of what they earn and build long-term wealth
• Career stability with a firm that’s growing and investing in its people

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