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Tax Manager
Tax ManagerCFS • Verona, WI, US
Tax Manager

Tax Manager

CFS • Verona, WI, US
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Position Overview : Tax Manager

Salary : $100,000-$120,000

Why join as the Tax Manager with our client?

  • You'll be the Tax Manager in a firm that values your leadership, fosters development, and supports a high-performing tax team.
  • Opportunity to quickly grow into a partner.
  • Collaborative culture : you'll work alongside advisors in wealth management, estate planning, and financial services, giving you exposure to varied tax and planning challenges as the Tax Manager.
  • Strong market reputation : our client is known for personalized, high-quality service and is growing - this gives you the chance, as Tax Manager, to contribute to and benefit from that momentum.

As Tax Manager, you will :

  • Oversee and deliver tax compliance and advisory services for individuals, trusts / estates, and closely held businesses.
  • Lead and grow the tax team : supervise senior staff and associates, help with staffing, work-review, training and professional development.
  • Work directly with clients as the Tax Manager to identify tax-saving opportunities, proactive planning strategies, and workflow efficiencies.
  • Take ownership of tax engagements : planning and executing work, managing deadlines, coordinating with advisors, and ensuring quality control.
  • Serve as the Tax Manager liaison with other service teams (wealth management, estate planning, etc.) to provide integrated client solutions.
  • Assist the leadership team with the business-development side of the tax practice : contributing to marketing efforts, building relationships, and helping set the vision for growth of the tax practice.
  • What we're looking for in the Tax Manager :

  • Bachelor's in Accounting.
  • CPA license preferred; 5+ years of tax experience.
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    Tax Manager • Verona, WI, US

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