Overview:

Menn Law Firm, Ltd. traces its roots to 1926, when two young lawyers, Homer H. Benton and Alfred C. Bosser, formed a partnership. Benton and Bosser envisioned a law firm that specialized in both advising and advocating on behalf of clients, with a goal to create a preeminent law firm in Appleton with one group of attorneys concentrating on litigation, and one group of attorneys concentrating on business and personal legal matters. Over the years, the firm has grown and evolved but has stayed true to the vision established by Benton and Bosser, and remains dedicated to providing its clients with timely, practical and cost-effective services of the highest quality.

Responsibilities:

Collaborate with and supplement clients' existing CPAs by providing specialized, estate-specific insight and analysis. Participate in consultations with clients and attorneys; receive training and mentorship from our current CPA during the transition period. Prepare and/or review United States Estate (and Generation-Skipping Transfer) Tax Returns (Form 706) and related schedules for estates. Prepare and/or review United States Gift (and Generation-Skipping Transfer) Tax Returns (Form 709) for lifetime transfers. Prepare and/or review U.S. Income Tax Returns for Estates and Trusts (Form 1041), Wisconsin Fiduciary Income Tax for Estates and Trusts (Form 2), and associated fiduciary filings. Coordinate with probate and estate administration attorneys to gather and organize all required supporting documentation, including appraisals, valuations, inventories, and financial records necessary for complete and accurate IRS filings. Research and apply specialized estate and gift tax rules, including valuation principles, deductions, credits, DSUE portability, and generation-skipping transfer tax implications. Maintain thorough workpapers, ensure compliance with deadlines and IRS requirements, and assist with responses to any tax authority inquiries as directed.

Minimum Qualifications:

Education:

Bachelor's degree in Accounting, Taxation, Finance, or a closely related field from an accredited institution. Advanced study in taxation (e.g., MST or LLM) is a plus.

Credentials:

CPA license or Enrolled Agent (EA) designation strongly preferred. Candidates actively working toward CPA licensure will be considered.

Experience:

A minimum of three (3) years of professional tax experience in public accounting, tax consulting, or a comparable environment is preferred but not required. Direct experience with estate/gift/fiduciary return preparation is highly valued but not required for candidates with foundational tax knowledge and a willingness to learn these specialized areas under mentorship.

Technical Skills:

Strong working knowledge of federal income tax principles. Proficiency in Microsoft Excel, Word, and Outlook. Experience with tax preparation software (UltraTax, Lacerte, Drake, etc.) and tax research platforms is advantageous; training will be provided.

Professional Attributes:

Exceptional analytical ability, meticulous attention to detail, and superior written and verbal communication skills with the capacity to explain tax concepts clearly to attorneys and clients. Proven ability to work independently and manage time effectively while maintaining proactive communication and meeting deadlines. High integrity and discretion in handling sensitive client information.

Benefits:

401(k) Dental insurance Employee assistance program Health insurance Health savings account Life insurance Paid time off Retirement plan Vision insurance

Work Location:

In person