| Position Type | Full-time, year-round salaried position
| Work Arrangement | In-office; potential hybrid flexibility after one completed tax season
| Tax Season Schedule | Approximately 60 to 65 hours per week; Saturdays expected
| Off-Season Schedule | Four-day workweek from May through November
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Definitive Solutions Inc., a small CPA firm in Burlington, Wisconsin, is seeking a Working Tax Manager to join our team. We primarily serve individuals and small business clients and are looking for an experienced tax professional who is comfortable preparing returns, reviewing work, meeting with clients, and helping manage tax season workflow.
This is a hands-on working manager role, not a review-only position. The ideal candidate will be willing to prepare tax returns, review returns prepared by data-entry tax preparers, coach staff, research tax issues, and explain tax matters to clients in clear, practical language.
Responsibilities
ยทย ย ย ย ย Prepare individual and business tax returns, including Forms 1040, 1065, 1120, 1120-S, 990, and 1041.
ยทย ย ย ย ย Review tax returns prepared or entered by data-entry tax preparers.
ยทย ย ย ย ย Meet directly with clients to review and explain their tax situation.
ยทย ย ย ย ย Answer client tax questions by phone, email, and in person.
ยทย ย ย ย ย Assist with tax planning, estimates, extensions, and tax notices.
ยทย ย ย ย ย Research federal and state tax issues.
ยทย ย ย ย ย Coach and train preparers.
ยทย ย ย ย ย Help manage workflow, deadlines, missing information, and status updates.
ยทย ย ย ย ย Assist with financial statement preparation and small business accounting matters.
ยทย ย ย ย ย Work closely with the firmโs owner.
Qualifications
ยทย ย ย ย ย Bachelorโs degree or higher in accounting required.
ยทย ย ย ย ย 3 plus years of tax preparation experience.
ยทย ย ย ย ย CPA or EA preferred.
ยทย ย ย ย ย Candidates working toward CPA licensure will be considered.
ยทย ย ย ย ย Experience preparing 1040, 1065, 1120, 1120-S, 990, and 1041 returns.
ยทย ย ย ย ย UltraTax experience preferred.
ยทย ย ย ย ย QuickBooks experience preferred.
ยทย ย ย ย ย Strong Excel and general computer skills.
ยทย ย ย ย ย Ability to research tax issues.
ยทย ย ย ย ย Strong client communication skills.
ยทย ย ย ย ย Ability to explain tax concepts in plain English.
ยทย ย ย ย ย Ability to work independently in a small-firm environment.
ยทย ย ย ย ย Willingness to be hands-on with tax preparation and review.
Schedule
This is a full-time, year-round salaried position. During tax season, the expected workload is approximately 60 to 65 hours per week, and Saturday work is expected. From May through November, the firm generally operates on a four-day workweek.
This is an in-office position. After one completed tax season, there may be an opportunity for 1 to 2 hybrid workdays per week.
Compensation and Benefits
Compensation will be competitive and based on experience, credentials, technical ability, client-facing skills, and long-term fit with the firm. Bonus potential is available for the right candidate.
ยทย ย ย ย ย HRA benefit
ยทย ย ย ย ย 208 hours of PTO
ยทย ย ย ย ย 4% 401K match
ยทย ย ย ย ย Paid CPE
ยทย ย ย ย ย Paid CPA licensing costs
ยทย ย ย ย ย Bonus potential
ยทย ย ย ย ย Four-day workweek from May through November
ยทย ย ย ย ย Potential hybrid flexibility after one completed tax season
ยทย ย ย ย ย Long-term advancement potential, including possible future partner buy-in
About Our Firm
Definitive Solutions Inc. is a close-knit CPA firm with a stable team. Most of our employees have been with the firm for more than seven years. We value accuracy, professionalism, practical client service, and teamwork.
Qualified candidates should submit a resume and cover letter describing their tax preparation experience, client-facing experience, and interest in the role.