Senior Tax Manager

Garry Executive Search is partnering with a growing, relationship-driven wealth management firm in the Milwaukee area seeking an experienced Senior Tax Advisor / Tax Manager to join its integrated advisory team.

This is a highly visible, client-facing role focused on advanced tax planning, tax preparation, and collaboration with Wealth Advisors to deliver a comprehensive wealth management experience.

The ideal candidate is a seasoned CPA professional who enjoys working directly with clients, simplifying complex tax concepts, and serving as a strategic partner within a collaborative advisory environment.

Responsibilities

• Partner directly with Wealth Advisors to deliver integrated tax and financial planning strategies
• Serve as a primary tax resource for high-net-worth clients and advisory teams
• Lead tax planning conversations and tax review meetings with current and prospective clients
• Analyze and prepare complex Federal and State individual income tax returns
• Conduct tax research and provide strategic recommendations tailored to client goals
• Translate complex tax concepts into clear, actionable guidance for clients and advisors
• Collaborate across advisory teams to identify proactive planning opportunities
• Help improve and streamline tax planning and preparation workflows
• Build long-term client relationships and contribute to a high-touch client experience

Qualifications

• CPA designation required
• Bachelor’s degree in Accounting, Finance, or related field
• Ideally 5 years of tax preparation and tax planning experience (open to strong candidates with slightly less experience)
• Experience working with individual/high-net-worth clients preferred
• Financial services, wealth management, or RIA experience is highly valued
• Strong client communication and presentation skills
• Ability to think strategically, make confident recommendations, and communicate effectively with both clients and advisors
• Collaborative, service-oriented mindset with strong relationship-building ability
• Self-starter who thrives in an entrepreneurial and growth-oriented environment
• Strong analytical skills with a practical, solutions-focused approach
• Proficiency with Microsoft Office (Word, Excel, Outlook)

Compensation & Benefits

• Competitive base salary ranging from $110,000 – $150,000 , depending on experience, technical expertise, and client-facing background
• Additional compensation flexibility for highly experienced or exceptional candidates
• Hybrid work flexibility and a flexible scheduling environment
• 401(k) with company match and profit sharing
• Comprehensive health, dental, and vision coverage, along with HSA/FSA options
• CE credits, licensing support, and reimbursement opportunities
• Generous PTO package plus volunteer time off
• Wellness-focused initiatives and employee wellness program
• Strong long-term advancement opportunity within a growing and collaborative advisory firm
• Direct exposure to Wealth Advisors and clients in a highly team-oriented environment
• Opportunity to continue expanding responsibilities and grow into leadership over time

Why This Opportunity Stands Out

This is not a traditional “back-office” tax role. The firm is seeking someone who can serve as a true partner to both clients and Wealth Advisors. Someone who combines strong technical tax knowledge with excellent communication and relationship-building skills.

You’ll join a growing organization that values collaboration, client experience, and long-term career growth while giving you the opportunity to take on increasing responsibility over time.

📨 Connect directly with Mark Garry at Garry Executive Search to learn more or apply confidentially.

About Garry Executive Search

Garry Executive Search partners exclusively with wealth management firms to connect top talent with leading opportunities. We are committed to representing both our clients and candidates with the highest levels of integrity and professionalism.

Garry Executive Search is an equal opportunity search firm. We welcome applicants of all backgrounds, experiences, and perspectives.