Tax Manager

Job Title: Tax Manager Job ID: 74808 Location: Lake Geneva, WI - On-SiteOverview: We are seeking an experienced Tax Manager to oversee the preparation and filing of federal and state business, individual, and other related tax forms. This role involves managing a portfolio of clients, providing tax guidance and planning, and contributing to research projects throughout the year. The ideal candidate will have strong leadership skills, a commitment to client service, and the ability to mentor and develop staff.What you will be doing: Preparing and reviewing business and individual tax returns. Conducting tax planning and projections based on client needs. Researching tax issues and providing actionable recommendations. Consulting with clients to develop an understanding of their financial affairs and tax liabilities. Monitoring and applying changes in tax law through professional development activities. Answering client inquiries promptly via phone and email. Supervising and mentoring staff involved in tax return preparation. Evaluating team performance on client engagements. Recommending and implementing process improvements. Performing other related duties as assigned. What you must have: Bachelor's degree required. CPA certification required. A minimum of 5 busy seasons in tax preparation and review for individual and business tax returns. Proficiency with Microsoft Teams, Excel, Word, and Outlook. Experience with Thomson Reuters suite preferred. Strong organizational skills, attention to detail, and ability to mentor and develop team members. Excellent communication skills and a team-oriented mindset. Other Information: This position is fully on-site in Lake Geneva, WI. It offers an opportunity to grow professionally in a client-focused environment that values innovation, collaboration, and operational excellence.

Created: 2026-04-02