Wisconsin Licensed Senior Tax Manager

Job Summary

A company is looking for a High Net Worth Senior Tax Manager to assist clients with tax planning and compliance.

Key Responsibilities

• Manage and review tax returns for high-net-worth individual clients and business return clients
• Evaluate client returns and financial information to identify planning opportunities
• Collaborate with team members and advisors to develop financial plans focusing on estate and tax optimization

Required Qualifications

• Bachelor's degree in accounting or tax emphasis required
• CPA license required; advanced degrees or certifications preferred
• Minimum of 15 years of experience in high-net-worth individual and business tax planning
• Broad understanding of estate and business planning strategies
• Experience with CCH Axcess Tax software and tax research required