Job Description
Tax & Accounting Manager at DBHW Wealth Partners Tax & Accounting Manager at DBHW Wealth Partners in Waukesha, Wisconsin Posted in 4 days ago.
Type:
full-time Job Description:
An Opportunity to Lead, Grow, and Thrive as our Tax & Accounting Manager At DBHW Wealth Partners, you'll have the opportunity to lead, mentor, and grow a team while building strong client relationships and helping drive the success of a growing firm. We're looking for a collaborative leader who enjoys coaching others, developing talent, and creating a positive, high-performing team environment. We know you may spend more time with us than you do with your immediate family so we provide many opportunities for sharing, collaborating, and fun. Check out our social media sites to see some of our most recent activities! In return, we offer: Meaningful Growth Opportunities Continuing Education Support Leadership Development Generous PTO Retirement Benefits and a culture that values both professional success and work-life integration Annual Base Salary:
$90,000 - $120,000 More Reasons to Join DBHW Wealth Partners? Collaborative and growth-oriented culture Leadership opportunities within a growing firm Continuing education and credential incentives Employer-supported retirement and health benefits Financial planning and personal tax preparation benefits Work alongside an experienced and supportive leadership team What does the ideal candidate look like? The ideal candidate is adaptable, dependable, and team-focused, with a genuine desire to contribute to the success of both clients and colleagues. They should be comfortable in a smaller firm environment where collaboration, accountability, and initiative are highly valued. Our Interview Process:
The interview process will consist of three (3) interviews. HR Phone Interview :
In this interview, HR will be able to provide some insight into the position we are hiring for. We want to make sure that the position is good fit for you! Hiring Manager Virtual Interview :
This interview is an opportunity for you to connect with the hiring manager and share more about you and your experience. Final Round In-Person Interview :
In this interview, you will have the opportunity to meet leaders, meet team members, and receive a tour of the office! Benefits As a full-time team member of the firm, you will be eligible to participate in several firm sponsored benefits. In addition, you will be entitled to accrue paid time off - starting at 120 hours each calendar year. We also close our office for 7 holidays, and have a floating holiday available for use as well. 401k Employee Retirement Savings Plan will be available after 6 months of employment and a minimum of 1000 hours. Employee directed pre-tax and ROTH contributions available. The 401k Employer Contribution begins on the 1st day of the quarter following six (6) months of employment with the firm. The company begins contributing a 3% Safe Harbor at that time, and employee contributions can begin at the same time. The company contributions are subject to a vesting schedule that are stated in the plan documents. 401k Rollover options from a previous employer plan are immediately available and encouraged. We offer Dental, Vision, Long-Term Disability, Voluntary Life Insurance, Critical Illness, and Accident Insurance - the employee is responsible for this expense for coverage if elected. Group Health Insurance Health Savings Account (HSA) Education Reimbursement - 5k lifetime allowance Financial planning Personal tax return preparation up to $1,250.00 annually PTIN Renewal for Tax Preparers All continuing education Incentive for earned credentials Study assistance program About DBHW Wealth Partners DBHW Wealth Partners is a leading investment management, financial, and tax planning firm dedicated to providing exceptional financial direction for those who dedicate their lives to educating and serving the public. Our mission is to provide supporting, trusting and ongoing relationships with our clients. We aim to offer knowledgeable advice through our experience. Acting as a guide for our clients, we strive to bring them through all the ups and downs of life. This mission is driven by the idea that our relationship with them is full circle, and we help them take advantage of their greatest opportunities and pursue their financial goals with confidence. Meet the team:
https://www.dbhwwealthpartners.com/our-team Job Summary:
The Tax & Accounting Manager plays a critical leadership role, overseeing financial reporting, tax compliance, and division operations while guiding a team toward excellence. The ideal Tax & Accounting Manager is a proactive leader who combines strong technical expertise with excellent people management and client relationship skills. This individual thrives in a collaborative, fast-paced environment and is comfortable wearing multiple hats within a growing firm. This position requires a detail-oriented professional with exceptional organizational skills to manage multiple priorities and maintain strict regulatory compliance. As a proactive communicator, the manager fosters transparency and collaboration across departments. They lead with empathy and accountability, motivating team members to achieve both professional goals and key performance indicators. This individual is adept at navigating interpersonal dynamics and resolving issues with fairness and integrity, creating a positive and productive team environment. Duties/Responsibilities Conduct regular check-ins with staff to set goals, monitor workload, identify training needs, and celebrate achievements. Coordinate and oversee staff training and continuing education to support professional development. Evaluate and document internal processes, recommending improvements to enhance efficiency and consistency. Manage and update client engagements, ensuring timely communication and accurate documentation. Build and maintain strong, ongoing relationships with clients to support satisfaction and retention. Lead recruitment and hiring efforts for accounting staff, manage time-off requests, and provide constructive performance feedback. Manage and coordinate work assignments while monitoring progress and productivity to ensure deadlines and quality standards are met. Assist with practice management, client service initiatives, and operational planning. Assist with other duties as assigned. Required Skills/Abilities Proven ability to lead teams, foster collaboration, and drive results. Exceptional organizational skills with a keen eye for detail. Strong time management skills with the ability to prioritize tasks and meet deadlines. Extensive knowledge of individual, business, partnership, and trust taxation. Strong understanding of accounting principles, financial statement preparation, and month-end processes. Experience reviewing tax returns and accounting work for accuracy and compliance. Hands-on manager that is willing to both oversee and actively participate in client work. Excellent verbal and written communication abilities. Proficient in Microsoft Office Suite and a variety of accounting software platforms. Education and Experience:
Minimum of 5 years of hands-on experience in accounting and tax preparation. Active CPA license is a plus; Enrolled Agent (EA) designation is a plus. Prior experience in team leadership or supervisory roles is preferred. Prior supervisory or management experience in a small to mid-sized firm preferred. Experience working directly with closely held businesses and high-net-worth individuals preferred. Experience with UltraTax software is highly desirable Physical Requirements:
Prolonged periods sitting at a desk and working on a computer. Travel Requirements:
Once per month maximum interstate travel. This job description is not designed to cover or contain a comprehensive list of activities, duties, or responsibilities that are required of the team member. They may change, or new ones may be assigned at any time with or without notice. DBHW Wealth Partners is an equal opportunity employer.
