Tax Manager - Private Wealth

Location: Madison, WI, United States

Salary: $90,000–$134,400 per year

Company

hirify.global is a U.S. advisory, tax, and assurance firm providing tax, accounting, business advisory, and attest services through its independent entities and international network.

What you will do

• Provide tax, accounting, bookkeeping, financial reporting, and business advisory services to clients.
• Review accounting records and reports, deliver analysis and consultation, and communicate with clients about accounting and business matters.
• Lead and plan client engagements, evaluate processes, identify internal control issues, and implement efficiencies.
• Manage client relationships, resolve issues, support additional service delivery, and help meet profitability targets through staffing and billing oversight.
• Delegate and oversee team work, set goals and deadlines, and support associates through coaching, mentoring, and professional development.
• Maintain current knowledge of local, state, and federal tax practices and laws while building internal, external, and community relationships.

Requirements

• Four-year degree.
• CPA, law license, or EA.
• Five years of experience.
• Strong management, analytical, organizational, interpersonal, project management, and communication skills.
• Ability to lead and supervise others, provide exceptional client service, stay current on applicable strategies, apply ethical judgment, see both the big picture and details, and complete projects accurately and on time.
• Highly developed software and Microsoft Suite skills.

Nice to have

• Bachelor’s, master’s, or advanced degree in accounting.
• Five or more years of federal tax compliance and consulting experience in a public accounting firm.
• Two or more years of supervisory experience mentoring and counseling associates.
• Experience with private wealth clients.

Culture & Benefits

• Full-time employment with flexibility in how and where work is completed, subject to work-location requirements.
• Opportunities for career progression, professional development, and firm-wide learning programs.
• Autonomy to manage schedule and career development.
• Work-life balance supported through friendships, social activities, and team outings.
• Compensation and benefits package available to eligible employees.