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Tax Manager

Company: Connect Search, LLC
Location: Brookfield
Posted on: February 24, 2021

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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