High Net Worth Tax Senior

Location: Milwaukee, WI, United States; hybrid

Salary: $89,360–$134,040 per year. Geographic-specific structures may apply, including $98,320–$147,480 and $102,800–$154,200.

Company

hirify.global provides financial, investment, life insurance, tax, and estate planning services centered on client needs.

What you will do

• Prepare federal and state individual income tax returns, passthrough entity returns, and trust returns.
• Prepare tax projections and calculations supporting tax planning deliverables and client presentations.
• Analyze financial and tax information and recommend strategies for high-net-worth clients.
• Evaluate tax and financial solutions integrating investments and life insurance.
• Support CPA team members with advisor and client presentations, consultations, and tax planning.
• Build internal relationships to address complex client circumstances and integrate tax planning with financial and estate planning.

Requirements

• Bachelor's degree in accounting.
• At least three recent tax seasons, including two full years of individual and entity income tax preparation experience.
• Experience assisting high-net-worth clients, team members, or advisors with individual tax planning.
• Experience with CCH Axcess Tax preparation software.
• Experience with tax planning software such as BNA Income Tax Planner or similar tools.
• Strong analytical, written, verbal communication, client-service, and collaboration skills.

Nice to have

• CPA designation; passing all four parts of the CPA exam is required within 18 months of hire.
• Strong Microsoft Excel skills and experience with PowerPoint.
• Tax research experience.

Culture & Benefits

• Hybrid work environment.
• Emphasis on work-life balance.
• Supportive environment focused on professional growth and collaboration.
• Transparent compensation ranges with geographic-specific pay structures where applicable.