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Tax Senior Associate NEW

Madison, Wisconsin
Caliber Recruiting Group
Job Description Job Description

Is your current CPA firm causing a lot of drama with billable hours, super stressful busy season, or constantly tracking your time sheets?

This could be an opportunity worth looking into as our team has partnered with a thriving accounting firm in the Madison, WI area.


The firm performs a variety of client services including wealth management (estate), business advisory services, tax management, and building partnerships with high level leaders in the local business community.

This CPA firm is a forward-thinking accounting firm that wants their teams to grow, has weekly hours capped, and has a generous PTO policy.


If a family oriented CPA firm and working on a team with some amazing local area clients interests you, please apply today. Interested in having a quick conversation ? email me directly at (Andrew). If you would like to talk about something else that may be a better fit, also email me and we can talk about what you would like.

Responsibilities & Benefits:

  • $80,000 – $120,000 per year depending on experience
  • PTO, Vision, Dental, Employer paid Health Insurance
  • Life Insurance
  • Providing tax prep, review, and advisory services to a wide range of businesses, high net worth individuals, C-Corps, S-Corps, Partnerships, and Trusts
  • Oversee multiple tax engagements and help assist the junior staff
  • Complete all work and engagements according to the specified deadlines and in accordance with firm rules
  • Create and foster client relationships for the firm

Qualifications:

  • B.S. / B.A., / Bachelors or Masters degree in accounting or equivalent (econ, business with focus in accounting, finance, stats) potentially on track to fulfilling the additional CPA credit hour requirement (additional education) OR on track to working towards the CPA in the future would be a plus
  • CPA or EA is a big plus and would assist a fast track to higher paying manager role
  • 3-4 years of tax experience working with multiple business entities, and the ability to prep and review various returns efficiently
  • Experience with multiple accounting software programs including CCH Pro System FX (and or other comparable accounting software).
  • Great communicator with a teamwork oriented mindset and personal skills to lead teams as well as coach other staff members

Job Overview