Tax Associate / Tax Senior - Individual & Business Returns (Hybrid - Milwaukee, WI)
A long-established, mid-sized public accounting firm in Milwaukee is seeking a Tax Associate or Tax Senior to join their tax team. This role is ideal for someone looking to deepen their expertise in individual and business taxation, gain strong client interaction, and grow within a stable firm with a clear vision for future leadership. About the Firm (High-Level)
- ~40 employees
- 80+ years of continuous operation
- Known for independence, stability, and multi-generational client relationships
- Hybrid work environment (typically 3-4 days in-office)
- Supportive, development-focused culture with visible partners and hands-on mentorship
- Strong succession planning with continued opportunities for upward mobility
The Opportunity The firm is adding to its tax team due to staff transitions and ongoing growth. This position will work heavily on individual and business tax returns, supporting a diverse mix of clients including high-net-worth individuals, multi-entity business owners, and small to mid-sized businesses across various industries. This is a strong fit for someone who wants a long-term career home, meaningful client exposure, and the chance to grow into increased responsibility.
Key Responsibilities
- Prepare and/or review:
- Individual (1040) tax returns
- Business returns (1120, 1120S, 1065)
- Assist with tax planning and advisory support as needed
- Work directly with clients to gather information and provide updates
- Collaborate with partners and senior team members on more complex filings
- Maintain high-quality work and adhere to filing deadlines
- Participate in professional development as part of the firm's leadership-focused culture
Ideal Background
- 1-3+ years of experience in public accounting (Tax Associate or Tax Senior level)
- Strong foundation in individual and business tax preparation
- Familiarity with common small business industries such as real estate, rental, manufacturing, and professional services
- Experience with CCH Axcess preferred but not required
- CPA licensed or actively pursuing the CPA credential
- Enjoys client interaction and building long-term relationships
- Interested in mentorship, growth, and potentially future leadership opportunities
Compensation & Benefits
- Base salary range: $80k-$110K, depending on experience
- 8% profit sharing
- Parking reimbursement available
- Hybrid schedule with flexibility (3-4 days in-office typically)
- Supportive environment focused on balance, development, and professional growth
Why This Role Is Attractive
- Strong focus on traditional tax work: individuals & businesses
- Highly stable, independent firm with deep client loyalty
- Real mentorship and partner accessibility
- Clear advancement pathways
- Strong compensation and profit-sharing model
- Ideal for someone who wants to grow into a long-term tax professional with leadership potential
Confidential inquiries encouraged. If you're open to exploring growth-oriented public accounting opportunities, apply below or connect directly for a confidential conversation. [email protected] (605) 601-4597 Apply tot his job Apply To this Job