We are looking for an experienced tax specialist to join a public accounting team serving clients in Wisconsin. This role focuses on reviewing a wide range of tax filings, resolving technical issues, and helping ensure work is accurate, complete, and ready for submission. The position also involves direct client interaction, coordination with internal and external partners, and support during busy filing periods within a collaborative hybrid work environment.
Responsibilities:
- Examine individual, corporate, S corporation, and partnership tax filings to confirm accuracy, completeness, and adherence to federal and state requirements.
- Evaluate Form 1040 filings and related schedules involving investments, capital transactions, rental activity, depreciation, and basis calculations.
- Review business returns such as Forms 1120, 1120S, and 1065 using financial statements and supporting documentation prepared by colleagues.
- Contribute to the preparation and review of specialized filings, including trust, gift, and nonprofit returns such as Forms 1041, 990, and 5227, when needed.
- Compare tax returns against workpapers and spreadsheet support, investigate inconsistencies, and coordinate updates prior to filing deadlines.
- Communicate with clients to gather outstanding documents, clarify open items, and explain tax-related matters in a clear and thorough manner.
- Partner with financial planners and other advisors to address client tax considerations and support broader planning needs.
- Research tax questions, apply current federal and state guidance, and identify matters that require additional technical review.
- Provide constructive direction to preparers to strengthen the quality, consistency, and accuracy of completed returns.
- Assist with planning projects, estimated tax payments, filing extensions, and information reporting tasks, including 1099-related work.
- Bachelor’s degree in Accounting or a closely related field.
- At least 10 years of relevant tax experience, including exposure to public accounting environments.
- Strong background reviewing individual and closely held business tax returns, especially S corporation and partnership filings.
- Knowledge of investment tax reporting, depreciation methods, and interpretation of financial statements.
- Ability to research technical tax matters, apply sound judgment, and recognize issues that should be escalated.
- Experience with Drake Tax, QuickBooks, Microsoft Excel, and Google Docs is preferred.
- Intermediate Excel skills with the ability to reconcile schedules and verify supporting calculations.
- Effective communication skills, strong attention to detail, and the ability to work independently while contributing to a team-oriented environment.