Sr. Tax Accountant POST NUMBER: 306652
A well-established, independent CPA firm in Northeast Wisconsin is looking to add an experienced tax professional to its team. The firm has a strong tax and advisory practice serving privately held businesses, business owners, and individuals across a diverse mix of industries.
This opportunity is particularly well suited for someone who enjoys tax work but wants more than simply preparing returns. The person stepping into this role will have the opportunity to handle complex tax engagements, review work prepared by others, develop client relationships, and gradually take on greater responsibility within the firm.
What You'll Work On
The role will involve a combination of tax preparation and review, with an emphasis on individual and closely held business taxation.
Responsibilities may include:
- Preparing and reviewing individual income tax returns, including complex 1040s involving business and investment activity
- Preparing business returns for S corporations, partnerships, LLCs, and corporations
- Working with K-1s and related business tax matters
- Reviewing individual returns prepared by other team members
- Reviewing QuickBooks files and client financial information as part of the tax preparation process
- Assisting with nonprofit tax filings during portions of the year
- Researching and addressing tax issues involving partnership taxation, basis, at-risk limitations, passive activity losses, QBI, and similar areas
- Becoming increasingly involved in tax planning and direct client advisory work as experience and relationships develop
What We're Looking For
The ideal candidate has 5 years of tax experience, preferably within a public accounting environment.
You should be comfortable independently managing tax work while knowing when an issue warrants additional research or discussion with other members of the team.
Experience with several of the following would translate particularly well:
- Individual and business taxation
- Partnership and S corporation taxation
- Basis calculations
- At-risk rules
- Passive activity loss limitations
- Qualified Business Income (QBI)
- Closely held and family-owned businesses
- QuickBooks and client accounting records
- Reviewing tax returns prepared by other professionals
A CPA license is valuable, but practical tax knowledge, sound judgment, and the ability to work effectively with clients are especially important.
By submitting to this position, you are agreeing to be included in our talent pool for future hiring for similarly qualified positions.
EEO Notice
Vaco by Highspring is an Equal Opportunity Employer and does not discriminate against any employee or applicant for employment because of race (including but not limited to traits historically associated with race such as hair texture and hair style), color, sex (includes pregnancy or related conditions), religion or creed, national origin, citizenship, age, disability, status as a veteran, union membership, ethnicity, gender, gender identity, gender expression, sexual orientation, marital status, political affiliation, or any other protected characteristics as required by federal, state or local law.
Vaco by Highspring and its parents, affiliates, and subsidiaries are committed to the full inclusion of all qualified individuals. As part of this commitment, Vaco by Highspring and its parents, affiliates, and subsidiaries will ensure that persons with disabilities are provided reasonable accommodations. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact HR@vaco.com.
Vaco by Highspring also wants all applicants to know their rights that workplace discrimination is illegal.
Representation Notice
By submitting to this position, you agree that you will be giving Vaco by Highspring the exclusive right to present your as a candidate for the foregoing employment opportunity. You further agree that you have represented information about yourself accurately and have not affirmatively misrepresented your qualifications. You also agree to maintain as confidential, to the fullest extent permitted by law, any information you learn from Vaco by Highspring about the position and you will limit disclosure of information about the position only to the extent necessary to perform any obligations in furtherance of your application. In exchange, Vaco by Highspring agrees to exercise reasonable efforts to represent you through all solicitation, job screening and resume dispersal.
For residents of Ontario, Canada: Based on Highspring’s discussions with its Client, Highspring’s understanding is that this position for employment is a current vacancy (either through Highspring as a contractor or with the client directly).
Privacy Notice
Vaco by Highspring and its parents, affiliates, and subsidiaries (“we,” “our,” or “Vaco by Highspring”) respects your privacy and are committed to providing transparent notice of our policies.
- California residents may access Vaco by Highspring HR Notice at Collection for California Applicants and Employees here.
- Virginia residents may access our state specific policies here.
- Residents of all other states may access our policies here.
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Additionally, submissions to this position are subject to the use of AI to perform preliminary candidate screenings, focused on ensuring minimum job requirements noted in the position are satisfied. More details about Vaco by Highspring’s use of AI can be found here (https://www.highspring.com/ai-use-notices/). Further assessment of candidates beyond this initial phase will be conducted by recruiters and hiring managers. Vaco by Highspring does not know and cannot opine on if its client’s use of AI products in hiring.
Pay Transparency Notice
Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to:
- the individual’s skill sets, experience and training;
- licensure and certification requirements;
- office location and other geographic considerations;
- other business and organizational needs.
With that said, as required by local law, Vaco by Highspring believes that the following salary range referenced above reasonably estimates the base compensation for an individual hired into this position in geographies that require salary range disclosure. The individual may also be eligible for discretionary bonuses.