Tax Manager

Job Description

Job Description

Tax Manager

CLF Asset Management is looking to hire a full-time Tax Manger. We are seeking a highly skilled and detail-oriented Tax Professional with experience in bookkeeping, tax returns, and compliance. The ideal candidate will play a critical role in growing our tax department, managing financial records, ensuring tax accuracy, and maintaining compliance with regulatory standards. This position requires a strong understanding of accounting principles, tax laws, and industry regulations to help drive financial efficiency and accuracy.

CLF is an independent financial services firm focusing on wealth management, financial planning, estate planning, asset protection and tax planning. We also specialize in alternative investments including private equity, venture capital, and cryptocurrency.

Key Responsibilities :

Tax Preparation - Personal & Small Business Clients

• Prepare and file federal, state, and local tax returns accurately and on time
• Prepare Tax forms 1040, 1041, 1065, 1120-S
• Stay current with changes in tax laws and regulations to ensure compliance.
• Assist in tax planning and strategy to optimize tax liabilities
• Liaise with tax authorities on audits and inquiries when needed

Bookkeeping – Small Business Clients

Maintain and update financial records, including accounts payable, accounts receivable, and general ledger entries

Reconcile bank statements, financial accounts, and resolve discrepancies

Manage small business payroll processes, including accurate and timely processing of payroll transactions

Prepare periodic financial reports, including profit and loss statements, balance sheets, and cash flow analysis

Compliance

Ensure that the company’s financial practices comply with internal policies and external regulations (e.g., SEC, GAAP, IFRS, tax codes)

Maintain accurate and up-to-date documentation for compliance audits and inspections.

Implement and maintain internal controls to safeguard financial assets and data

Monitor changes in regulatory environments and adapt policies as necessary.

Qualifications

Associate’s degree in Accounting, Finance, or related field (Bachelor's preferred)

2-5 years of experience in tax preparation, bookkeeping, and regulatory compliance

Proficient in accounting software (e.g., QuickBooks, Xero) and Microsoft Excel

Strong understanding of tax laws, financial regulations, and best practices

Excellent attention to detail, organizational skills, and ability to meet deadlines

Strong communication and interpersonal skills for liaising with both internal teams and external stakeholders.

Key Competencies

Analytical thinking with a strong ability to interpret financial data

CPA designation preferred but not required

Problem-solving skills to address discrepancies and compliance issues

Integrity and confidentiality in handling sensitive financial information

Ability to manage multiple tasks and prioritize work in a fast-paced environment

Job Type : Full-time

Pay : $75,000.00 - $85,000.00 per year

Benefits :

401(k)

Paid time off

Health Re-imbursement Account

Physical Setting :

Office

Schedule :

Monday to Friday

Experience :

Microsoft Excel : 1 year (Preferred)

Ability to Commute :

Madison, WI 53717

Ability to Relocate :

Madison, WI 53717 : Relocate before starting work (Required)

Work Location : In person

Company Description

CLF is an independent financial services firm focusing on wealth management, financial planning, estate planning, asset protection and tax planning. We also specialize in alternative investments including private equity, venture capital, and cryptocurrency.

Company Description

CLF is an independent financial services firm focusing on wealth management, financial planning, estate planning, asset protection and tax planning. We also specialize in alternative investments including private equity, venture capital, and cryptocurrency.