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Aligned CPA & Associates

Senior Tax Manager (CPA or EA) - Client Facing Leadership Role

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What they do

A Tax Manager manages tax reporting and advises on tax planning for a company. Maintains current knowledge of federal, state and local tax codes and ensure that company tax filings are in compliance with the law. Manages tax accounting staff.

$171,440 / year median in Wisconsin

+3% projected growth

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Job Description

Senior Tax Manager (CPA or EA) | Client Facing Leadership Role Aligned CPA & Associates | McFarland / Janesville, WI (Hybrid, Remote) Full time | $90,000 to $115,000 per year (based on experience) About Us Aligned CPA & Associates is a growing accounting and tax firm serving small businesses and individuals across tax preparation, bookkeeping, payroll, and fractional CFO advisory services. We are expanding through acquisition and building a firm where great people can grow into something greater. We believe in kindness, honesty, and doing right by our clients, and we run our client relationships that way every day. About the Role We are hiring a Senior Tax Manager to become a trusted, client facing member of our leadership team. You will be the local face of the firm in Wisconsin. You will meet with clients in person when needed at our McFarland or Janesville locations, own client relationships, review and prepare complex returns, and help lead and develop our team. For the right person, this is a path to firm leadership, and depending on experience you may step into a manager role right away. You will be able to work from home/remotely when not meeting with clients. What You Will Do Serve as the primary in person point of contact for clients in the McFarland and Janesville areas. Prepare and review individual and business returns (1040, 1120S, 1065, 1120) including multi state and more complex engagements. Advise small business clients on entity structure, tax planning, and compliance. Review the work of staff and seasonal preparers and help train and develop the team. Manage client relationships from onboarding through delivery with clear, warm, and direct communication. Contribute to firm growth by identifying advisory opportunities and helping integrate newly acquired clients. Grow into broader leadership over operations, staff, and service quality. What We Are Looking For Active CPA or EA credential required. 5 to 7 or more years of public accounting experience with a strong foundation in individual and small business taxation. Confident, professional presence in client meetings. Experience reviewing the work of others, or clear readiness to step into a review and leadership role. The desire to build with a growing firm and become something greater and a leader, not just fill a seat. Ability to work in person in McFarland, in Janesville when needed, and remotely when not meeting with clients. Experience with Drake Tax, Intuit ProConnect Tax, and QuickBooks Online is a plus. What We Offer $90,000 to $115,000 salary based on experience. A defined path to manager and firm leadership. Hybrid flexibility outside of required in person client meetings. The chance to shape a growing firm. Direct mentorship from ownership and real ownership of your client base. CE support and credential renewal costs covered.
Pay:
$90,000.00 - $120,000.00 per year
Benefits:
Continuing education credits Flexible schedule Opportunities for advancement Paid training Unlimited paid time off Work from home
Work Location:
Hybrid remote in Madison, WI 53716