Tax Manager

| Position Type | Full-time, year-round salaried position
| Work Arrangement | In-office; potential hybrid flexibility after one completed tax season
| Tax Season Schedule | Approximately 60 to 65 hours per week; Saturdays expected
| Off-Season Schedule | Four-day workweek from May through November

 

Definitive Solutions Inc., a small CPA firm in Burlington, Wisconsin, is seeking a Working Tax Manager to join our team. We primarily serve individuals and small business clients and are looking for an experienced tax professional who is comfortable preparing returns, reviewing work, meeting with clients, and helping manage tax season workflow.

This is a hands-on working manager role, not a review-only position. The ideal candidate will be willing to prepare tax returns, review returns prepared by data-entry tax preparers, coach staff, research tax issues, and explain tax matters to clients in clear, practical language.

·         Prepare individual and business tax returns, including Forms 1040, 1065, 1120, 1120-S, 990, and 1041.

·         Review tax returns prepared or entered by data-entry tax preparers.

·         Meet directly with clients to review and explain their tax situation.

·         Answer client tax questions by phone, email, and in person.

·         Assist with tax planning, estimates, extensions, and tax notices.

·         Research federal and state tax issues.

·         Coach and train preparers.

·         Help manage workflow, deadlines, missing information, and status updates.

·         Assist with financial statement preparation and small business accounting matters.

·         Work closely with the firm’s owner.

·         Bachelor’s degree or higher in accounting required.

·         3 plus years of tax preparation experience.

·         CPA or EA preferred.

·         Candidates working toward CPA licensure will be considered.

·         Experience preparing 1040, 1065, 1120, 1120-S, 990, and 1041 returns.

·         UltraTax experience preferred.

·         QuickBooks experience preferred.

·         Strong Excel and general computer skills.

·         Ability to research tax issues.

·         Strong client communication skills.

·         Ability to explain tax concepts in plain English.

·         Ability to work independently in a small-firm environment.

·         Willingness to be hands-on with tax preparation and review.

This is a full-time, year-round salaried position. During tax season, the expected workload is approximately 60 to 65 hours per week, and Saturday work is expected. From May through November, the firm generally operates on a four-day workweek.

This is an in-office position. After one completed tax season, there may be an opportunity for 1 to 2 hybrid workdays per week.

Compensation will be competitive and based on experience, credentials, technical ability, client-facing skills, and long-term fit with the firm. Bonus potential is available for the right candidate.

·         HRA benefit

·         208 hours of PTO

·         4% 401K match

·         Paid CPE

·         Paid CPA licensing costs

·         Bonus potential

·         Four-day workweek from May through November

·         Potential hybrid flexibility after one completed tax season

·         Long-term advancement potential, including possible future partner buy-in

Definitive Solutions Inc. is a close-knit CPA firm with a stable team. Most of our employees have been with the firm for more than seven years. We value accuracy, professionalism, practical client service, and teamwork.

Qualified candidates should submit a resume and cover letter describing their tax preparation experience, client-facing experience, and interest in the role.