Tax Manager
Company: Connect Search, LLC
Location: Brookfield
Posted on: February 24, 2021
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Job Description:
A growing Wealth Management company located in Brookfield is
seeking to hire--a Tax Supervisor to join their team and assist in
the tax planning needs of their--clients. The right candidate will
be knowledgeable in personal tax planning and be able to develop
personalized advice and communicate the recommendations effectively
to clients.Responsibilities:The primary responsibilities of this
position include the following:-- Analyze tax situations and
implications of investment activities on the client's tax
situation-- Prepare pro-forma tax returns-- Meet with clients to
answer their tax questions and give tax advice-- Prepare tax
returns-- Stay updated on current tax laws and potential changes
and educate advisors and clients on the implications of the law
changesQualifications:The Tax Supervisor must possess the following
minimum qualifications:-- CPA is highly preferred-- At least 5
years of experience preparing individual tax returns-- Knowledge of
the current tax laws-- Ability to communicate effectively in client
meetingsFor consideration please send your updated resume to Taylor
at taylor.baxa@connectsearchllc.com.
Keywords: Connect Search, LLC, Milwaukee , Tax Manager, Executive , Brookfield, Wisconsin
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