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Finance
Tax Manager
Brookfield, WI
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We are looking for an experienced Tax Manager to guide and expand our individual tax practice in Brookfield, Wisconsin. This role combines technical tax leadership with client advisory work, team development, and operational oversight in a growing public accounting environment. The ideal candidate brings strong expertise in individual and multi-state taxation, a consultative mindset, and the ability to improve processes while delivering a high standard of client service.
Responsibilities:
Direct the day-to-day leadership of the individual tax practice, setting priorities and ensuring high-quality service delivery.
Oversee the preparation, review, and timely filing of simple to highly complex federal and multi-state individual income tax returns.
Act as the main point of contact for individual tax clients, building trusted relationships and responding to ongoing advisory needs.
Deliver year-round tax planning guidance that helps clients make informed financial decisions and stay ahead of tax obligations.
Lead, coach, and support tax team members by providing feedback, mentorship, and opportunities for career growth.
Organize staffing assignments, seasonal scheduling, and workload distribution to maintain efficiency during peak periods and throughout the year.
Investigate complicated tax matters, interpret regulations, and develop practical solutions to resolve client issues.
Identify opportunities to streamline workflows, strengthen service quality, and improve the overall client experience.
Partner with firm leadership on technology adoption, operational enhancements, and strategic initiatives that support continued practice growth.