Wisconsin Licensed Senior Tax Manager
Wisconsin Licensed Senior Tax Manager
virtual vocationsDenver, CO
6 days ago
Tax PreparersAccountants and AuditorsTax Examiners and Collectors, and Revenue Agents
Offices of Certified Public AccountantsTax Preparation ServicesOther Accounting Services
Apply for this role →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
Also on the board Same function, level within a rung
Level
Senior
Location
Denver, CO
Occupation
Tax Preparers
Industry
Offices of Certified Public Accountants
Posted
6 days ago