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Creative Financial Staffing

Tax Manager

Pay: $110,000–$150,000/yr

Posted: 5 weeks ago

Location: Lake Geneva, WI (Onsite)

Last Updated: 3 weeks ago

Hours: Full-Time

Expires: 9/21/2026

Job Description

Tax Manager Lake Geneva, WI $110,000 — $150,000 Posted 2 weeks ago Lake Geneva, WI 53147, USA Tax Manager New permanent opportunity for a Tax Manager. Long established firm that handles Private Family office work for high net worth, multiple and multi-generational families. Responsible for preparing a broad range of complex income tax returns, tax planning, research and overseeing staff.

Compensation:

Salary around $110,000-$150,000ish + bonus depending on experience.

Tax Manager Responsibilities:

Prepare complex income tax returns, 1041, 1065 and 990-PF Tax planning, quarterly tax estimates, and tax research Assist with trust accounting, preparing estate and gift tax returns Ideal Tax Manager criteria: Bachelor's Degree CPA and/or Master's Degree a plus Extensive income tax preparation experience Experience preparing complex fiduciary and partnership income tax returns OR Tax experience with a strong interest in High Net Worth Tax work

Why Work Here:

Opportunities for advancement Profit sharing/401(k) plan, full benefits Critical role with high-profile clients that are long established, working together for generations Excellent family culture, good work life balance, family oriented, flexibility Significant, complex, interesting work Opportunity to make an impact Long term employees, most employed for 15+ years #

INAUG2026

#LI-SL1 EB-1316582817