• Prepare and review federal, state, and local tax returns
• Support tax planning efforts to optimize tax liabilities and support long-term financial goals
• Analyze balance sheets and income statements to identify tax implications and savings opportunities
• Manage double-entry bookkeeping, general ledger reconciliation, and regulatory reporting
• Use QuickBooks, Xero, ACS, UltraTax, and other financial software
• Assist with budgeting, financial analysis, and asset management
• Maintain documentation of tax transactions, account reconciliations, and audit trails
• Support audit activities and ensure compliance with tax laws and regulations
• Mentor and guide team members through knowledge sharing, skill development, and professional growth
• Support continuous improvement initiatives

Associate Tax Strategist

• Consult with clients on business processes such as succession and tax planning
• Lead, schedule, supervise, and review tax engagements
• Develop and train team members to help them build inspired careers
• Foster and build opportunities for clients, communities, and people
• Become an industry professional and attend industry-leading events and trainings
• Perform tax procedures according to engagement size and complexity
• Review complex individual and corporate tax returns

Tax Manager/Director

• Prepare individual, corporate, partnership, and other types of tax returns
• Gain experience, exposure, and knowledge of procedures, workpapers, and systems
• Support multiple client engagements on time and within budget
• Identify issues and communicate progress
• Expand industry knowledge through exposure to peers, clients, and formal training opportunities
• Complete research and special projects as needed
• Communicate effectively with clients and CLA family members on a regular basis

Tax Intern

• Prepare individual, corporate, partnership, and other types of tax returns
• Gain experience, exposure, and knowledge of procedures, workpapers, and systems
• Support multiple client engagements on time and within budget, identifying issues and communicating progress
• Expand industry knowledge through exposure to peers, clients, and formal training opportunities
• Complete research and special projects as needed
• Communicate effectively with clients and CLA family members on a regular basis

Tax jobs in Wisconsin

Associate Tax Strategist

Tax Manager/Director

Tax Intern

Tax, Audit Intern