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Tax Strategy Jobs in Wisconsin (NOW HIRING)

Sorren

Tax Director

Madison, WI · On-site

$180 - $300/hr

Position Summary Lead the strategic vision and execution of the tax function across complex client portfolios--including high-net-worth individuals, family offices, multi-entity groups, and cross ...

Sorren, Inc.

Tax Director

Madison, WI · On-site

Lead the strategic vision and execution of the tax function across complex client portfolios-including high-net-worth individuals, family offices, multi-entity groups, and cross-border businesses ...

Sorren, Inc.

Tax Director

Madison, WI

Lead the strategic vision and execution of the tax function across complex client portfolios-including high-net-worth individuals, family offices, multi-entity groups, and cross-border businesses ...

Sorren, Inc.

Tax Director

Madison, WI · On-site

$150 - $210/hr

Lead the strategic vision and execution of the tax function across complex client portfolios--including high-net-worth individuals, family offices, multi-entity groups, and cross-border businesses ...

Deloitte

Senior, International Tax

Milwaukee, WI · On-site

If you are looking for a client-facing role at the intersection of tax, strategy, and global business, this may be the right opportunity. Recruiting for this role ends on 5/30/2027 Work you'll do As ...

Cohen & Co.

Tax Manager, Family Office

Milwaukee, WI

$80K - $150K/yr

Tax Strategy & Compliance * Manage and review individual income tax returns (Form 1040), including complex, multi-state filings for high net worth individuals and families. * Review and manage trust ...

New

Berndt CPA LLC

Tax Director/ Partner

Madison, WI · On-site

Join Berndt CPA LLC as a strategic, client-centric Tax Director / Partner and help lead one of Wisconsin's top-rated tax advisory teams alongside our Chief Tax Officer. Position Summary The Tax ...

Sargento Foods

Tax Manager

Plymouth, WI · On-site

$111K - $146K/yr

Fixed Assets & Capital Strategy * Maintain tax-basis fixed asset records and prepare depreciation schedules for tax filings. * Review cost segregation studies for completeness and partner with ...

Berndt CPA

Tax Director/ Partner

Madison, WI · On-site +1

Join Berndt CPA LLC as a strategic, client-centric Tax Director / Partner and help lead one of Wisconsin's top-rated tax advisory teams alongside our Chief Tax Officer. Position Summary The Tax ...

Berndt CPA LLC

Tax Director/ Partner

Madison, WI · On-site

Join Berndt CPA LLC as a strategic, client-centric Tax Director / Partner and help lead one of Wisconsin's top-rated tax advisory teams alongside our Chief Tax Officer.Position SummaryThe Tax ...

Sargento

WI · On-site

$90 - $130/hr

Fixed Assets & Capital Strategy * Maintain tax‑basis fixed asset records and prepare depreciation schedules for tax filings. * Review cost segregation studies for completeness and partner with ...

Cohen & Co.

Tax Manager, High Net Worth

Milwaukee, WI · On-site

$85K - $155K/yr

Tax Strategy & Compliance * Manage and review individual income tax returns (Form 1040), including complex, multi-state filings forhigh net worthindividuals and families. * Review and manage trust ...

Sargento

Tax Manager

Plymouth, WI · On-site +1

$111K - $146K/yr

In this role, you'll collaborate with internal teams and external partners to support audits, tax planning, and strategic initiatives. You'll also oversee tax fixed assets, maintain detailed ...

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Tax Strategy information

What is tax strategy?

Tax strategy refers to the planning and methods individuals or businesses use to minimize their tax liability within the bounds of the law. It involves understanding current tax regulations, identifying deductions, credits, and incentives, and making financial decisions that optimize tax outcomes. Tax strategists analyze financial transactions and structures to ensure compliance while maximizing tax efficiency. Effective tax strategy can lead to substantial savings and improved financial health for both individuals and organizations.

What are the key skills and qualifications needed to thrive in tax strategy, and why are they important?

To thrive in Tax Strategy, you need a solid background in accounting or finance, deep knowledge of tax laws, and often a CPA or similar certification. Familiarity with tax preparation software, financial modeling tools, and ERP systems like SAP is typical in this field. Strong analytical thinking, attention to detail, and effective communication help professionals excel when interpreting regulations and advising clients or businesses. These skills and qualities are crucial for ensuring compliance, optimizing tax positions, and supporting organizational financial goals.

How does a tax strategy professional typically collaborate with other departments within an organization?

Tax Strategy professionals frequently work cross-functionally, partnering with finance, legal, and operations teams to ensure that tax planning aligns with wider business objectives. They provide guidance on tax implications of business decisions, mergers, acquisitions, and international transactions. Effective communication and collaboration are essential, as tax strategists help interpret complex regulations and ensure compliance while identifying opportunities for savings and risk mitigation. These collaborations help organizations make informed financial decisions and maintain a strong compliance posture.

What is the difference between Tax Strategy vs Tax Analyst?

AspectTax StrategyTax Analyst
Required CredentialsCPA, JD, or advanced tax certificationsCPA or Enrolled Agent often preferred
Work EnvironmentStrategic planning, senior management collaborationData analysis, compliance, reporting
Employer & Industry UsageCorporate finance, large firms, consultingAccounting firms, corporate finance departments
Search & Comparison IntentFocus on high-level tax planning and policyFocus on compliance, reporting, and analysis

Tax Strategy professionals develop long-term tax plans and policies to optimize a company's tax position, often working closely with senior management. Tax Analysts focus on analyzing financial data, preparing tax returns, and ensuring compliance with tax laws. While both roles require strong tax knowledge and certifications, Tax Strategy roles are more strategic and policy-oriented, whereas Tax Analysts are more operational and detail-focused.

How do I become a tax strategist?

To become a tax strategist, you typically need a bachelor's degree in accounting, finance, or a related field, followed by gaining experience in tax planning and compliance. Earning professional certifications such as CPA or Enrolled Agent can enhance credibility, and developing strong analytical and communication skills is essential for success in this role.

What does a tax strategist do?

A tax strategist develops and implements tax planning strategies to minimize a company's or individual's tax liabilities while ensuring compliance with tax laws. They analyze financial data, stay updated on tax regulations, and often use specialized tools or software to optimize tax outcomes. Their work supports financial goals and may involve collaboration with accountants and legal professionals.

What are popular job titles related to Tax Strategy jobs in Wisconsin?

For Tax Strategy jobs in Wisconsin, the most frequently searched job titles are:

What job categories do people searching Tax Strategy jobs in Wisconsin look for?

The top searched job categories for Tax Strategy jobs in Wisconsin are:

What cities in Wisconsin are hiring for Tax Strategy jobs?

Cities in Wisconsin with the most Tax Strategy job openings:

Tax Strategy jobs near you

Tax Manager - Banking & Capital Markets

Deloitte

Milwaukee, WI • On-site

$109K - $143K/yr

Full-time

Posted 18 days ago

Deloitte rating

8.2

Company rating: 8.2 out of 10

Based on 93 frontline employees who took The Breakroom Quiz

46th of 152 rated financial services

Job description

Are you a strategic federal tax professional who enjoys solving complex issues across jurisdictions and countries? Do you have experience with accounting for income taxes, tax advisory, tax compliance, or tax controversy? Deloitte's Business Tax Services practice offers the opportunity to advise leading banking and securities organizations while working at the intersection of tax strategy, global operations, and financial services.

Work You'll Do

As a Tax Manager in the Financial Services group, you'll provide federal tax consulting and compliance services to large global and dynamic midsize clients in the banking and securities industries. You'll work directly with clients, lead engagement teams, collaborate with Deloitte specialists, and receive strong support from firm leadership as you grow your career.

You'll build and maintain trusted client relationships while advising on accounting for income taxes, federal tax planning involving periods, methods, and credits, tax provisions, tax compliance, business restructuring, and tax controversy. You'll oversee complex projects involving multiple entities and affiliates, applying technical tax knowledge and business judgment to analyze issues and develop practical recommendations.

A successful candidate would possess these skills:

  • Ability to work independently and collaborate as part of a team
  • Effective written and verbal communication skills
  • Meticulous attention to detail and quality of work product
  • Ability to build and sustain professional relationships
  • Ability to lead projects or workstreams
  • Ability to manage and prioritize multiple tasks in a fast-paced and dynamic environment
  • Strong interpersonal skills and professional demeanor
  • Ability to meet deadlines
  • Ability to mentor and provide clear guidance to others

The Team

Deloitte's Business Tax Services team helps public and private companies integrate tax strategy into their business operations, manage risk, respond to change, and improve tax-function efficiency. Our Financial Services professionals serve clients across banking, securities, and related sectors, bringing together tax subject-matter expertise, industry knowledge, and multidisciplinary capabilities to address complex business challenges. Learn more about Deloitte Business Tax Services.

Qualifications

Required

  • Bachelor's degree in accounting, finance or related field 
  • 5+ years total corporate tax experience
  • One of the following accreditations obtained:
    • Licensed CPA in state of practice/primary office if eligible to sit for the CPA
    • If not CPA eligible:
      • Licensed Attorney
      • Enrolled Agent
      • Certifications:
        • Chartered Financial Advisor (CFA)
        • Certified Financial Planner (CFP)
  • Ability to perform job responsibilities within a hybrid work model that requires US Tax professionals to co-locate in person 2-3 days per week
  • Ability to travel up to 25%, on average, based on the work you do and the clients and industries/sectors you serve
  • Limited immigration sponsorship may be available

Preferred

  • Advanced degree such as Masters of Tax, JD, and/or LLM
  • Previous Big 4 or large CPA firm experience
  • Banking, securities and/or capital markets experience
  • Strong managerial experience with budgets, people and projects
  • Demonstrated effective verbal and written communication skills
  • Self-starter and demonstrated ability to effectively handle multiple, competing priorities

The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $100,350 to $205,000

You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.

btstax
Qualifications:

Are you a strategic federal tax professional who enjoys solving complex issues across jurisdictions and countries? Do you have experience with accounting for income taxes, tax advisory, tax compliance, or tax controversy? Deloitte's Business Tax Services practice offers the opportunity to advise leading banking and securities organizations while working at the intersection of tax strategy, global operations, and financial services.

Work You'll Do

As a Tax Manager in the Financial Services group, you'll provide federal tax consulting and compliance services to large global and dynamic midsize clients in the banking and securities industries. You'll work directly with clients, lead engagement teams, collaborate with Deloitte specialists, and receive strong support from firm leadership as you grow your career.

You'll build and maintain trusted client relationships while advising on accounting for income taxes, federal tax planning involving periods, methods, and credits, tax provisions, tax compliance, business restructuring, and tax controversy. You'll oversee complex projects involving multiple entities and affiliates, applying technical tax knowledge and business judgment to analyze issues and develop practical recommendations.

A successful candidate would possess these skills:

  • Ability to work independently and collaborate as part of a team
  • Effective written and verbal communication skills
  • Meticulous attention to detail and quality of work product
  • Ability to build and sustain professional relationships
  • Ability to lead projects or workstreams
  • Ability to manage and prioritize multiple tasks in a fast-paced and dynamic environment
  • Strong interpersonal skills and professional demeanor
  • Ability to meet deadlines
  • Ability to mentor and provide clear guidance to others

The Team

Deloitte's Business Tax Services team helps public and private companies integrate tax strategy into their business operations, manage risk, respond to change, and improve tax-function efficiency. Our Financial Services professionals serve clients across banking, securities, and related sectors, bringing together tax subject-matter expertise, industry knowledge, and multidisciplinary capabilities to address complex business challenges. Learn more about Deloitte Business Tax Services.

Qualifications

Required

  • Bachelor's degree in accounting, finance or related field 
  • 5+ years total corporate tax experience
  • One of the following accreditations obtained:
    • Licensed CPA in state of practice/primary office if eligible to sit for the CPA
    • If not CPA eligible:
      • Licensed Attorney
      • Enrolled Agent
      • Certifications:
        • Chartered Financial Advisor (CFA)
        • Certified Financial Planner (CFP)
  • Ability to perform job responsibilities within a hybrid work model that requires US Tax professionals to co-locate in person 2-3 days per week
  • Ability to travel up to 25%, on average, based on the work you do and the clients and industries/sectors you serve
  • Limited immigration sponsorship may be available

Preferred

  • Advanced degree such as Masters of Tax, JD, and/or LLM
  • Previous Big 4 or large CPA firm experience
  • Banking, securities and/or capital markets experience
  • Strong managerial experience with budgets, people and projects
  • Demonstrated effective verbal and written communication skills
  • Self-starter and demonstrated ability to effectively handle multiple, competing priorities

The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $100,350 to $205,000

You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.

btstax
Education:Bachelor's DegreeEmployment Type:

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