Tax Manager - Mequon Office

At Lucida, we're more than just a full-service accounting firm; we're a community of over 100 professionals across four locations, dedicated to providing exceptional service. As a proud member of the American Institute of Certified Public Accountants, Wisconsin Institute of Certified Public Accountants, and the National Association of Certified Valuation Analysts, we specialize in supporting closely held companies in diverse sectors including healthcare, real estate, construction, manufacturing, the arts, and more.

Our mission is to simplify complexities for our clients, offering a collaborative environment that fosters innovative strategies and operational excellence.

As a Tax Manager you will prepare and file federal and state(s) business, individual, and other related tax forms.  You will manage your book, provide clients with tax guidance and planning, and assist with various research projects throughout the year.  

Supervisory Responsibilities:

·        Oversee staff who help with the preparation of returns.

·        Maintain client and staff relationships.

Duties/Responsibilities:

·        Prepare and review business and individual tax returns.

·        Tax planning and projections requested by clients.

·        Research tax issues.

·        Provide recommendations for process improvements.

·        Maintain an understanding and knowledge of changes in tax law by reading professional literature or attending tax seminars and training courses.

·        Consult with clients to develop a basic understanding of their financial affairs and the scope of their tax liabilities.

·        Answer calls and emails from clients in a timely manner.

·        Evaluate performance on client engagements.

·        Perform other related duties as assigned.

 Required Skills/Abilities

·        Positive attitude and willingness to learn.

·        General proficiency with Microsoft Teams, Excel, Word, and Outlook.

·        Ability to learn from previous experiences and apply knowledge to future assignments.

·        Quality communication between other staff and clients

·        Ability to manage and develop new staff members.

·        Attention to detail and organized.

·        Be a team player.

Education and Experience:

·        Bachelor’s degree required

·        CPA- required

·        At least 5 full busy seasons worked in the tax profession helping to prepare and review individual and business tax returns

·        Experience with Thomson Reuters suite preferred