What are the responsibilities and job description for the Senior Tax Associate or Tax Manager position at Truity Partners?
Our client is an organization in the Dane County area that’s looking for a Senior Tax Associate or Tax Manager. Our client is looking for someone with 3 years of experience, organized, and motivated. This company offers a collaborative culture, professional growth & development opportunities, and fun company perks/events. This position is hybrid.
The salary for this position is $85k.
The Senior Tax Associate or Tax Manager will be responsible for, but not limited to, the following:
RESPONSIBILITIES
- Prepare and review complex tax returns for individuals and entities (Forms 1040, 1065, 1120, 1120-S, 1041, 709, 706) with supporting workpapers
- Manage tax compliance processes, including multi-state filings, extensions, and deadlines
- Conduct tax research and apply federal, state, and local regulations to resolve complex issues
- Perform tax planning and year-end projections to optimize client positions
- Advise clients on tax-saving and wealth strategies, including entity structuring, retirement, and estate planning
- Respond to tax authorities and support audits, including IRS/state notices
- Drive process improvements, leverage technology, and uphold firm standards and confidentiality
The Senior Tax Associate or Tax Manager will possess the following:
EXPERIENCE REQUIRED
- Bachelor’s degree in Accounting, Finance, or a closely related field
- CPA license or active CPA candidacy preferred
- 3 years of tax compliance experience in public accounting
- Proficiency with professional tax preparation software
- Strong knowledge of federal and multi-state tax law
- Excellent analytical, organizational, and communication skills
Equal Opportunity Employer
The compensation philosophy reflects the Company’s reasonable expectation at the time of posting. Actual compensation is influenced by a variety of factors including, but not limited to skills, experience level, and overall qualifications. This role may also be eligible to participate in a discretionary incentive program, subject to the rule governing the program.
Salary : $85,000