Tax Manager (Hybrid)
Location: Greater Milwaukee Area
Compensation: $125,000–$155,000
About the Company
We’re partnering with a well-established professional services firm that continues to invest in the growth of its tax and advisory practice. The environment is highly collaborative and client-focused, with leadership actively involved in mentoring and developing talent. This is a team that values professionals who want broader exposure beyond a siloed compliance role.
About the Role
This Tax Manager will operate in a client-facing capacity, acting as a key relationship owner across a portfolio that includes individual clients, business owners, and closely held businesses. The role blends tax compliance, planning, advisory, and client management, offering visibility into the full tax picture rather than just return preparation.
You’ll partner directly with leadership and clients, helping guide strategy, oversee deliverables, review work, and contribute to continued growth across the tax practice. This is well-suited for someone looking to step into a more consultative, relationship-driven role with real influence.
Key Responsibilities
- Manage and review individual tax engagements, with exposure to partnerships and closely held entities
- Serve as a primary point of contact for clients, building and maintaining strong relationships
- Provide proactive tax planning and advisory support tailored to individual and business needs
- Oversee workflow, deadlines, and deliverables across multiple tax engagements
- Collaborate with leadership on client strategy, planning opportunities, and process improvements
- Support and mentor junior staff, providing guidance on technical and client-facing work
- Assist with tax research, planning strategies, and implementation of client recommendations
- Help identify additional planning opportunities within existing client relationships
Qualifications
- Bachelor’s degree in Accounting, Finance, or related field
- 5+ years of experience in public accounting or a tax-focused environment
- Strong background in individual tax, with exposure to pass-through entities preferred
- Experience managing client relationships and owning engagements
- Ability to review returns, guide staff, and manage client deadlines
- Proficiency with tax software and Excel
- Ability to operate in a fast-paced, client-driven environment while managing multiple priorities
Preferred Experience
- Experience working with high-net-worth individuals, business owners, and closely held businesses
- Exposure to proactive tax planning and advisory work
- CPA or actively pursuing certification
- Interest in stepping into a more client-facing, relationship-driven role
- Ability to identify planning opportunities and communicate them clearly to clients
This is an opportunity to step into a role that offers both technical depth and client ownership, within a firm that provides a clear path for continued growth and leadership.
For more information, please contact Yianni Gormanos at Verital.
Pay: $125,000.00 - $155,000.00 per year
Work Location: Hybrid remote in Milwaukee, WI 53226
