Principal – Tax (Partner Track)
Location: Milwaukee, WI (Hybrid)
Employment Type: Full-Time
Compensation: $180,000–$250,000+ Base + Performance Bonus + Clear Equity/Partner Path
About the Opportunity
Our client is a well-established public accounting firm with a strong reputation throughout Wisconsin and a growing middle-market client base. As part of the firm's continued expansion, they are seeking an experienced Tax Principal to join the leadership team with a defined path toward Partnership.
This is an opportunity for an accomplished tax leader who enjoys serving as a trusted advisor to privately held businesses while mentoring the next generation of professionals. The ideal candidate brings deep technical expertise, strong client relationship skills, and the desire to help shape the future direction of a growing practice.
What You'll Do
- Serve as the lead advisor for a diverse portfolio of privately held businesses and high-net-worth individuals.
- Review complex federal and state tax returns for partnerships, S corporations, C corporations, trusts, and individuals.
- Provide proactive tax planning and strategic business advisory services throughout the year.
- Build long-term relationships with business owners, executives, and key stakeholders.
- Mentor, coach, and develop managers, senior associates, and staff.
- Identify opportunities to expand client relationships and support firm growth initiatives.
- Collaborate with firm leadership on practice strategy, talent development, and operational improvements.
- Participate in business development activities and community networking.
- Help drive the firm's long-term vision as a future Partner.
What We're Looking For
- CPA required.
- 10+ years of progressive public accounting tax experience.
- Experience managing complex tax engagements and reviewing returns.
- Proven ability to develop and maintain strong client relationships.
- Leadership experience managing teams and mentoring professionals.
- Strong communication and business development skills.
- Experience working with privately held companies across a variety of industries preferred.
- Interest in pursuing Partnership within the next 1–2 years.
Why Consider This Opportunity?
- Clearly defined Partner track with leadership support.
- Established client relationships and strong referral network.
- Collaborative partner group focused on long-term growth.
- Opportunity to influence firm strategy and practice direction.
- Flexible hybrid work environment.
- Competitive compensation with bonus potential.
- Comprehensive benefits package including health insurance, retirement plan with employer contribution, generous PTO, CPA reimbursement, and continuing education support.
Ideal Background
This opportunity is well suited for a Senior Manager, Director, or Principal who is looking for greater leadership responsibility and a genuine path to Partnership without needing to wait for an existing Partner to retire. Candidates with experience leading client relationships, mentoring teams, and contributing to firm growth will be especially successful in this role.
Pay: $180,000.00 - $250,000.00 per year
Benefits:
- 401(k)
- Dental insurance
- Flexible schedule
- Health insurance
- Life insurance
- Paid time off
- Profit sharing
- Vision insurance
- Work from home
Work Location: In person
