Top 13 Enrolled agent Jobs in Madison, Wi

Tax Strategy Advisor
Savant —Middleton, WI
- $100,000 - $135,000 a year
- Full-time
- Microsoft Excel
- 6 years
- Microsoft Outlook
- Health savings account
- AD&D insurance
5d
Tax Senior Manager, Core Tax Services
BDO —Madison, WI
- $120,000 - $200,000 a year
- Full-time
- CPA
- Research
- Finance
- Employee stock ownership plan
- Opportunities for advancement
Tax Associate - Advocacy & Controversy Tax
Baker Tilly Advisory Group, LP —Madison, WI
- $81,450 - $154,430 a year
- Full-time
- Remote
- Microsoft Word
- Microsoft Excel
- Mid-level
Quick Apply
Tax Manager - Partnerships - PE Portfolio Company Tax
Baker Tilly Advisory Group, LP —Madison, WI
- $91 an hour
- Full-time
- CPA
- Customer service
- Research
Quick Apply
Tax Manager -- NFP (Not for Profit)
Baker Tilly Advisory Group, LP —Madison, WI
- $91 an hour
- Full-time
- Remote
- CPA
- Customer service
- Research
Quick Apply
6d
Tax Manager
Baker Tilly Advisory Group, LP —Madison, WI
- $90,000 - $133,040 a year
- Full-time
- CPA
- Customer service
- Research
Quick Apply
R&D Tax Manager
Baker Tilly Advisory Group, LP —Madison, WI
- $100,340 - $190,240 a year
- Full-time
- Management
- CPA
- Office
Quick Apply
Tax Senior Associate
Baker Tilly Advisory Group, LP —Madison, WI
- $74,900 - $98,990 a year
- Full-time
- CPA
- Research
- Mid-level
Quick Apply
9h
Case Management Lead - Enrolled Agent
Polston Tax Resolution & Accounting —United States
- From $65,000 a year
- Remote
- Research
- Conflict management
- Organizational skills
- Paid holidays
- Disability insurance
Quick Apply

Discover related jobs

Based on your search for enrolled agent jobs.

CS Manager (Customer Service Assistant Mgr.) – Hybrid (WI-Madison) R0058426
Wolters Kluwer —Madison, WI
Coaching: Methods to develop team skills and improve performance. As a CS Manager (Customer Service Assistant Mgr.), you will lead a dynamic team of entry-level…
$60,700 - $106,000 a year
Branch Manager
White Cap —Madison, WI
Effectively utilizes training programs to develop sales and operations expertise. Acts as liaison to functional leadership to ensure customer satisfaction and…

Show more related jobs

Explore jobs in cities nearby

Check out jobs in cities near your current location, Columbus

Enrolled Agent
Peak Retirement Planning, Inc. —Columbus, OH
Solid understanding of current federal and state tax regulations. Explain tax filing requirements and outcomes to clients. We are not a firm for everyone.
$60,000 - $150,000 a year
TurboTax Experts Manager 1 FTE
Intuit —Columbus, OH
You will be providing leadership and performance management to a team of front line Tax Experts or Leads, who provide guidance to customers completing their…
$45.50 - $61.00 an hour

Show more jobs in cities nearby

I want to receive the latest job alert for enrolled agent in madison, wi

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

enrolled agent jobs near madison, wi

Tax Strategy Advisor

Savant -
Middleton, WI

Apply Now

Job Details

Full-time
$100,000 - $135,000 a year
5 days ago

Benefits

Health savings account
AD&D insurance
Paid holidays
Disability insurance
Health insurance
Dental insurance
Flexible spending account
Paid time off
Parental leave
Employee assistance program
Vision insurance
401(k) matching
Gym membership
Benefits from day one
Life insurance

Qualifications

Customer communication
Microsoft Excel
Microsoft Outlook
Financial software
Income tax planning
Bachelor's degree
Tax preparation software

Full Job Description

Join our collaborative team as a Tax Strategy Advisor, where you'll help high-net-worth individuals, families, and business owners navigate complex tax matters and make confident financial decisions.

As a Tax Strategy Advisor, you'll provide advanced tax planning and advisory services to clients with sophisticated financial needs. You'll analyze complex tax situations, identify proactive planning opportunities, develop customized strategies, and prepare income tax returns for some of the firm's largest and most complex clients.

Working closely with clients, their tax counsel, lead advisors, co-advisors, and internal planning specialists, you'll deliver strategic recommendations that align with each client's financial goals while helping create a seamless, integrated wealth management experience.

The Tax Strategy Advisor can expect to focus in the following areas:

Develop and implement proactive tax planning strategies for high-net-worth clients and business owners, aligning recommendations with overall financial goals. (Typically, clients with AUM of $5M-$10)
Review tax planning strategies and estimates, providing actionable insights for complex client scenarios.
Research and analyze complex tax transactions and topics, communicating findings and recommendations clearly to clients and internal teams.
Manage assigned client relationships, tax projects, and workflow during tax season, ensuring timely and accurate deliverables.
Provide subject-matter tax expertise to clients, advisors, and firm leadership to support integrated wealth management solutions.
Preparation of complex individual, trust, partnership, foundation and corporate tax returns, ensuring accuracy and compliance, as required. Review of less complex tax returns, as needed.
Deliver finalized tax return packages to clients, as needed.
Analyze IRS and state notices, preparing or reviewing responses as needed. Work directly with taxing authorities on resolving client tax issues.
Provide input for educational and promotional materials, such as presentations, articles, and marketing content.
Assist with presenting tax concepts to advisors, clients, prospects, and centers of influence (COIs) at events and workshops.
Serve as a mentor and role model for tax and planning team members, fostering a collaborative and growth-oriented environment.
Assist in training and developing staff through hands-on guidance and interactive team engagement.
Offer feedback on training programs for new tax team members and advisors.
Maintain a team-first mindset by assisting colleagues and stepping in when needed.
Perform additional duties as assigned to support client service and firm objectives.

The Tax Strategy Advisor position typically requires the following qualifications:

Education

Bachelor’s degree in Accounting, Finance or Business Administration from an accredited college or university (required)
CPA license or Enrolled Agent (EA) designation required
Master’s in Taxation a plus
CERTIFIED FINANCIAL PLANNER™ certification or Personal Financial Specialist (PFSTM) credential (or currently pursuing)

Experience

6+ years of experience in comprehensive tax and financial planning, including work with high-net-worth clients
Client-facing experience in tax planning and advisory role
Experience with tax planning software (BNA, Planner CS, Holistiplan)
Familiarity with online and print tax research resources
Familiarity with Thomson Reuters UltraTax, GoFileRoom, and Practice CS a plus

Skills

Strong tax planning or business acumen, judgment, and problem-solving skills
Excellent communication and active listening skills
Solid analytical and organizational capabilities
Effective written communication and tax research skills
Attention to detail with a high degree of accuracy
Excellent communication and active listening skills
Client-first mindset with a commitment to exceptional service
Proficiency in Microsoft Word, Excel, and Outlook
Collaborative team player, able to work effectively with and through others

What Sets Savant Apart

Collaborative, integrated model across advisory, tax, and planning—no silos
Growth-oriented firm, offering meaningful opportunities for career development and long-term impact
Values-driven culture, grounded in excellence, integrity, lifelong learning, respect, growth, and servant leadership
Majority employee-owned, giving our team a shared stake in our long-term success

Our Total Rewards

At Savant, we invest in our people—supporting both their well-being and long-term growth.

We take a market-based approach to compensation. The expected base salary range for this role is $100,000 - $135,000 with final pay determined by experience, skills, and location. This role may also be eligible for additional incentive compensation based on responsibilities and performance.

Core Benefits (Effective Day One):

Medical, dental, and vision coverage with multiple plan options
Health Savings Account (HSA) or Flexible Spending Account (FSA)
Company-paid life insurance, AD&D, and disability coverage

Financial & Long-Term Rewards:

401(k) with company match (Roth and Traditional options)
Team-based incentive opportunities and recognition programs

Time Away & Flexibility:

Generous paid time off, plus at least 10 paid holidays
Annual “Savantiversary” day
Summer Hours (shorter work weeks during the summer)
Parental leave, personal leave, and other life-event support

Well-Being & Everyday Perks:

Employee Assistance Program (EAP)
Wellness reimbursements (e.g., gym memberships)
Flexible “Dress for Your Day” approach

We’re happy to share more details about our benefits and total rewards during the hiring process.

Take your career to new heights, apply today!

All applicants must be authorized to work for ANY employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time.

We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.

The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties, and skills required of the incumbent in this position. Any combination of equivalent education and work experience will be considered.

Savant Capital LLC, is an Equal Opportunity Employer

Apply Now

Refine Your Search

enrolled agent jobs in madison, wi

Tax Strategy Advisor

Tax Senior Manager, Core Tax Services

Tax Associate - Advocacy & Controversy Tax

Tax Manager - Partnerships - PE Portfolio Company Tax

Tax Manager -- NFP (Not for Profit)

Tax Manager

R&D Tax Manager

Tax Senior Associate

Case Management Lead - Enrolled Agent

Discover related jobs

Explore jobs in cities nearby

I want to receive the latest job alert for enrolled agent in madison, wi

Explore jobs in more locations

Job Seeker Tools

Employer Tools

Browse

Stay Connected