Tax Manager

Tax Manager A well-established investment and wealth management firm is seeking a Tax Manager to lead its growing tax practice. With over 700 tax clients and a senior partner preparing for retirement, this is a rare opportunity for a seasoned Tax Manager to step into a leadership role and help shape the future of the firm. Why This Opportunity Stands Out: Immediate opportunity to take ownership of 300 transitioning clients Fast-track to Partner within 1-2 years, with equity buy-in potential Collaborative, growth-oriented team culture Strong benefits package including: 401(k) match profit sharing Health insurance (Quartz Health) Life and disability coverage Work-life balance: Busy season: ~60 hours/week Non-busy season: ~40 hours/week Responsibilities: The Tax Manager will oversee preparation of returns for individuals, nonprofits, S-Corps, C-Corps, and partnerships Lead and mentor junior tax staff Manage client relationships and ensure high-quality service delivery Drive improvements in systems and processes Support expansion into outsourced accounting and bookkeeping services Utilize tools such as Lacerte Tax Software, QuickBooks Online, and Creative Solutions Candidate Profile: 5 years of tax experience Bachelor's degree in Accounting CPA or EA required Proven experience as a Tax Manager or in a senior tax role Strong leadership and client management skills Strategic mindset with the ability to grow and evolve the practice The ideal Tax Manager will be comfortable with change and excited to take ownership of their role A successful Tax Manager in this firm will be process-driven, collaborative, and ready to make an impact Salary: $95,000 to $120,000 LI-AE4

Location: Verona, Wisconsin, US

Posted Date: 11/20/2025