Tax Manager
Truity Partners - Milwaukee, WI
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Tax Manager (40500)Our client in the Milwaukee area is looking for a Tax Manager. This client is looking for someone with 3+ years of tax experience, CPA, and strong relationship building skills. This company offers growth opportunities, flexibility, and great work-life balance.The salary for this position is $80k-120k +bonus.The Tax Manager will be responsible for, but not limited to, the following:RESPONSIBILITIESAssist attorneys in preparing Federal Estate Tax Returns and related documentation.Prepare and file Federal Gift Tax Returns in compliance with regulatory requirements.Support the completion of Decedent's Final State and Federal Income Tax Returns.Facilitate the preparation of State and Federal Estate and Trust Income Tax Returns.Assist in drafting and submitting Probate Petitions and supporting legal documents.Ensure accuracy and timeliness in all tax and legal filings, maintaining confidentiality and professionalism.Coordinate with attorneys, clients, and financial institutions to gather necessary information and documents.Ad hoc projects as needed.The Tax Manager will possess the following:EXPERIENCE REQUIREDBachelor's degree in accounting or closely related field3+ years of tax experience.CPA licensure required.Strong interpersonal and relationship building skills.Excellent written and verbal communication skillsEqual Opportunity EmployerThe 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.
Created: 2025-01-20