This site uses cookies. To find out more, see our Cookies Policy

Tax Accountant 22298 in Milwaukee, WI at Baker Tilly Search & Staffing

Date Posted: 5/17/2018

Job Snapshot

Job Description

Tax Accountant 22298

Our client is a financial advisory firm that is currently looking for a Tax Accountant to join their team. They are growing their finance team and this is a great learning opportunity. With a large and growing accounting and finance team, there is significant opportunity for growth and advancement within the organization.  The company boasts a team-oriented culture, paid health insurance, great work/life balance and provides its’ employees with the tools and training necessary to succeed.

The Tax Accountant will be mainly responsible for providing tax preparation and tax planning services to clients throughout the calendar year. Responsibilities will include, but are not limited to, the following:


  • The Tax Accountant will prepare/review income tax projections and determine quarterly estimated tax payments.

  • Review income tax returns, primarily Form 1040 and related schedules.

  • Prepare income tax projections to determine withholding rates for retirement plan distributions.

  • Prepare amended returns and accounting method changes, as needed.

  • Prepare written correspondence to taking authorities, as needed.

  • Assist clients with W-4 forms, as needed.

  • The Tax Accountant will perform other duties as assigned.

Job Requirements

The Tax Accountant will possess the following:


  • The Tax Accountant will have 5+ years’ tax/accounting experience. Including experience preparing and reviewing personal income tax forms and schedules.

  • Strong attention to detail.

  • Excellent written and verbal communication skills.

  • Strong computer skills including Excel and tax preparation software.

  • The Tax Accountant will have a Bachelor’s degree in Accounting or Finance.

  • CPA required.

Equal Opportunity Employer