Overview In this role you will guide tax strategy and compliance for clients within CLA's Wisconsin Tax practice, shaping tax planning and business services. You will lead engagements, mentor staff, and collaborate with cross-functional teams to deliver growth-minded tax solutions. The position offers exposure to complex tax issues and opportunities to influence clients and communities. You will engage with industry events and trainings to stay at the forefront of tax advisory. Your work supports CLA's mission to create opportunities for clients, people, and communities.
Compensation / Benefits Responsibilities- Consult with clients on business processes such as succession and tax planning
- Lead, schedule, supervise, and review tax engagements
- Develop and train team members to help them build inspired careers
- Foster and build opportunities for our clients, communities, and people
- Become an industry professional and attend industry-leading events and trainings
- Perform a range of tax procedures in accordance with the size and complexity of the engagement
- Review complex individual and corporate tax returns
Key requirements- 6 years of experience in a large professional services or public accounting firm, driving strategic management
- 10+ years experience highly preferred
- Bachelor's degree in accounting, finance, or related field
- Active CPA certification; JD or EA may be accepted in place of CPA
- Strong client service mindset and teamwork
- Problem-solving with solution-oriented approach
- Love for public accounting and tax
- leadership
- mentoring and coaching
- strong communication
- tax planning and consulting
- tax compliance and review of complex returns
- engagement management
