Job Description

Tax Manager, CPA/EA

Tax Advisory | Client Leadership | Team Development | Great Place to Work®

Compensation: $120,000–$165,000 Base + Bonus + Profit Sharing Opportunity

Location: Brookfield, Wisconsin
Schedule: Flexible Hybrid

Our client, a leading public accounting and advisory firm recognized as a Great Place to Work®, is seeking an experienced Tax Manager to join its growing Brookfield office.

This is more than a traditional tax management role.

It's an opportunity to serve as a trusted advisor to business owners, executives, entrepreneurs, and high-net-worth individuals while leading complex tax engagements, developing talented professionals, and helping clients navigate important financial and business decisions.

The firm has built a culture centered around collaboration, continuous development, exceptional client service, and helping both employees and clients thrive. As a Tax Manager, you'll play a visible leadership role while working alongside firm leaders to deliver proactive tax planning, consulting, and advisory services.

If you're seeking a leadership opportunity that combines technical tax expertise, client relationship management, staff development, and long-term career growth, we'd welcome a confidential conversation.

Why This Opportunity Stands Out

• $120,000–$165,000 base salary
• Annual performance bonus opportunities
• Profit-sharing program
• Lifestyle Spending Account
• Multiple healthcare plan options
• Summer Fridays off
• Leadership role within a growing tax practice
• Significant client-facing and advisory responsibilities
• Strong mentorship and professional development culture
• Direct access to firm leadership
• Great Place to Work® certified organization
• Clear path toward Senior Manager and Principal opportunities

Exceptional candidates with advanced tax planning expertise, business development success, industry specialization, or extensive client advisory experience may be considered above the posted compensation range.

About the Firm

Our client is a highly respected accounting, consulting, and advisory firm serving privately held businesses, entrepreneurs, nonprofit organizations, and individuals throughout Wisconsin and beyond.

The firm provides services including:

• Tax Planning & Compliance
• Business Advisory Services
• Audit & Assurance
• Wealth Advisory Solutions
• Outsourced Accounting Services
• Strategic Consulting

The organization is committed to helping clients achieve their goals while providing employees with exceptional opportunities for professional growth and advancement.

The Opportunity

As a Tax Manager, you'll serve as a key advisor to clients while leading engagement teams and delivering sophisticated tax and business solutions.

You'll gain significant exposure to:

• Advanced Tax Planning
• Business Entity Taxation
• Partnership Taxation
• S-Corporation Taxation
• Corporate Taxation
• Individual & High-Net-Worth Tax Planning
• Tax Research & Consulting
• Client Relationship Management
• Team Leadership & Development
• Practice Growth Initiatives

This role offers an ideal blend of technical expertise, leadership, and strategic advisory work.

Key Responsibilities

Tax Advisory & Planning

• Lead complex tax planning and compliance engagements
• Develop tax strategies designed to minimize liabilities and maximize value
• Research and resolve sophisticated federal and state tax matters
• Advise clients on business decisions, entity structure, and tax implications
• Deliver proactive, year-round tax planning solutions

Client Relationship Management

• Serve as a trusted advisor to business owners and executives
• Build and strengthen long-term client relationships
• Provide consultative guidance on financial and tax matters
• Identify opportunities to expand client services
• Maintain exceptional client satisfaction and retention

Leadership & Team Development

• Lead, mentor, and develop tax professionals across multiple levels
• Review work product and provide technical guidance
• Support employee growth through coaching and performance development
• Foster a collaborative, high-performing culture
• Help build future leaders within the tax practice

Engagement & Practice Management

• Manage engagement workflows, staffing, budgets, and deadlines
• Ensure quality standards and compliance requirements are met
• Oversee engagement profitability and resource allocation
• Support operational improvements and process efficiencies
• Collaborate with leadership on strategic initiatives

Business Development

• Strengthen relationships with referral sources and clients
• Identify growth opportunities within existing accounts
• Participate in networking and professional organizations
• Support business development and marketing initiatives
• Contribute to the firm's continued growth and success

Qualifications

Required

• CPA, EA, or equivalent professional certification
• Bachelor's Degree in Accounting or related field
• 5+ years of public accounting tax experience
• Strong tax planning and compliance expertise
• Experience managing client relationships and engagements
• Proven leadership and mentoring abilities
• Excellent communication and presentation skills
• Strong organizational and project management capabilities

Who Thrives Here?

The ideal candidate:

• Enjoys becoming a trusted advisor to clients
• Wants meaningful leadership responsibilities
• Enjoys mentoring and developing others
• Thinks strategically and proactively
• Values continuous learning and professional development
• Builds strong client relationships naturally
• Wants a long-term path toward firm leadership

Benefits

• Competitive compensation package
• Performance-based bonus opportunities
• Profit-sharing program
• Lifestyle Spending Account
• Comprehensive healthcare options
• Retirement savings plans
• Paid time off and holidays
• Summer Fridays off
• Continuing education support
• Leadership development programs
• Great Place to Work® culture
• Long-term career advancement opportunities

What Makes This Opportunity Different?

Many Tax Manager positions focus primarily on compliance oversight.

This opportunity provides a platform to become a true advisor and leader.

You'll work directly with business owners and executives on strategic tax and business matters while helping develop future professionals and contributing to the continued growth of a highly respected advisory firm. Leadership is committed to creating an environment where professionals can grow their careers, expand their expertise, and make a meaningful impact.

About Our Client

Our client is a growing professional services firm recognized for technical excellence, exceptional client service, and a strong commitment to employee development. Through investment in its people, culture, and client relationships, the firm has built a reputation as one of the region's premier destinations for accounting professionals seeking growth, flexibility, and meaningful career opportunities.

Employees benefit from leadership accessibility, sophisticated client work, ongoing mentorship, and a collaborative environment that supports both professional achievement and personal well-being.

If you're a Tax Manager seeking greater client influence, leadership opportunities, sophisticated advisory work, and a clear path for continued career advancement, we'd love to speak with you confidentially.