Wisconsin Licensed Senior Tax Manager

Job Summary

Providing advanced individual income tax planning and compliance support, the full-time Wisconsin Licensed Senior Tax Manager will manage complex federal and state income tax returns for high-net-worth clients, collaborate with financial and legal professionals, and identify planning opportunities in a remote work environment.

Key responsibilities

• Manage and review complex federal and state income tax returns for high-net-worth individuals, including final review and signing responsibilities
• Provide advanced tax planning consultation for high-net-worth individuals and coordinate with advisors and internal experts
• Analyze client tax and financial circumstances to develop practical recommendations and communicate strategic insights to clients and advisors

Required qualifications

• Bachelor's degree in accounting, taxation, or a related field required
• Active CPA license required; advanced degrees or additional credentials preferred
• 15+ years of progressively responsible tax experience, particularly in high-net-worth individual income tax planning and compliance
• Significant experience with business/pass-through taxation or fiduciary/trust taxation
• Demonstrated experience consulting with high-net-worth clients, particularly those with approximately $20 million or more in net worth