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Tax Manager

A well-established, client-focused advisory firm is seeking an experienced Tax Manager to join its western Milwaukee-based team. Known for its collaborative culture, reasonable workload expectations, and emphasis on genuine client relationships, this firm is looking for someone who brings more than technical expertise. They want a tax professional who can sit across from a client, understand what they care about, and deliver real planning and advisory value.

Key Responsibilities:

• Oversee and review complex federal and state tax returns for individuals, partnerships, corporations, trusts, and other entities

• Lead tax planning engagements, identify tax-saving opportunities, and provide proactive guidance to clients throughout the year

• Serve as a trusted advisor to clients — fielding questions, walking through strategy, and making sure clients feel informed and well taken care of

• Supervise, delegate to, and mentor tax staff while supporting their professional development

• Respond to tax authority notices and assist with tax research and technical memos

• Collaborate with the accounting and advisory teams on cross-functional client needs

• Participate in process improvement initiatives and contribute to client relationship management

Required Qualifications:

• Active CPA license required

• Minimum 5 years of progressive public accounting experience, including supervisory responsibilities

• Strong background at a regional CPA firm or higher preferred

• Broad technical proficiency across individuals, partnerships, corporations, and other entity types

• Advanced tax planning capabilities with the ability to identify strategies and optimize client outcomes

• Clear, professional communication skills — this role is client-facing and advisory-heavy

• Proficiency with tax preparation and research software; strong Excel and general technology skills

• Excellent analytical, organizational, and time management abilities

• Bachelor's degree in Accounting, Finance, or related field; Master's in Taxation is a plus

• Experience working with entrepreneurs and growing businesses highly desirable

This is a strong opportunity for a seasoned tax professional who's ready to do more than compliance work and wants to grow with a firm that prioritizes client relationships, reasonable hours, and long-term fit. For immediate consideration, please contact Gatlin Johnson directly.

About The Agency Recruiting

The Agency Recruiting is a specialized search firm that connects high-performing talent with growth-focused organizations across a diverse range of industries nationwide. Through strategic and confidential recruiting partnerships, we help companies secure the leadership and professional talent that drives long-term success.

All career opportunities listed on The Agency Recruiting's official website and official LinkedIn page are verified and deemed credible. Any postings appearing on ancillary job boards or third-party sites are not verified by The Agency Recruiting.

Equal Employment Opportunity Statement

The Agency Recruiting follows Equal Employment Opportunity (EEO) guidelines and considers all qualified applicants without regard to race, color, religion, sex, national origin, age, disability, veteran status, or any other protected characteristic under applicable law.