Top 27 Tax advisor Jobs in Middleton, 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
PAYROLL TAX MANAGER
Palco —Madison, WI
- Full-time
- Remote
- Writing skills
- Research
- 3 years
- Paid training
- AD&D insurance
10d
Tax Manager-NFP
Baker Tilly Advisory Group, LP —Madison, WI
- $91,220 - $172,950 a year
- Full-time
- CPA
- Customer service
- Research
Quick Apply
Tax Manager
Johnson Block and Company, Inc. —Middleton, WI
- Full-time
- Management
- CPA
- 5 years
- Paid parental leave
- Health savings account
Quick Apply
Tax Credit Assistant Property Manager- Conway at Huxley Apartments
Seldin, LLC —Madison, WI
- Online Application
- Background check
- Sales
- Pass drug screening
- Wellness program
- Paid parental leave
Quick Apply
Tax Manager/Sr. Manager - Madison Office
Lucida Tax and Accounting Solutions —Madison, WI
- $97,000 - $187,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Management
- Paid time off
- Flextime
Quick Apply
Tax Manager
SVA Certified Public Accountants, S.C. —Madison, WI
- Monday to Friday
- Management
- CPA
- 5 years
- Profit sharing
- Health insurance
Quick Apply
3d
Sr. Manager (Tax)
SVA Certified Public Accountants, S.C. —Madison, WI
- Weekends as needed
- CPA
- Office
- Master's degree
Quick Apply
3d
Trust And Estates Tax Manager
Berndt CPA LLC —Madison, WI
- Full-time
- Hybrid work
- 7 years
- CPA
- Research
- Health insurance
- Dental insurance
Quick Apply
Tax Manager
Sorren —Madison, WI
- Full-time
- Management
- CPA
- 5 years
- Paid parental leave
- Paid holidays
Quick Apply
Senior Tax Manager - Construction
Wipfli —Madison, WI
- Contract
- Hybrid work
- CPA
- Finance
- Bachelor's degree
7d
Tax Senior Manager, Core Tax Services
BDO —Madison, WI
- $120,000 - $200,000 a year
- Full-time
- CPA
- Research
- Office
- Employee stock ownership plan
- Retirement plan
Tax Senior Manager
Sorren —Madison, WI
- Full-time
- CPA
- Office
- 8 years
- Paid parental leave
- Paid holidays
Quick Apply
Tax Manager/Supervisor (Greater Madison Area)
MBE CPAs —Sun Prairie, WI
- Full-time
- Hybrid work
- CPA
- Mid-level
- Bachelor's degree
- Health savings account
- AD&D insurance
Quick Apply
5d
Senior Tax Manager (Director Track)
Berndt CPA LLC —Madison, WI
- Full-time
- Hybrid work
- CPA
- Research
- Mentoring
- Health insurance
- Dental insurance
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
6h
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 Manager
Baker Tilly Advisory Group, LP —Madison, WI
- $105,000 - $178,360 a year
- Full-time
- CPA
- 5 years
- Research
Quick Apply
M&A Tax Manager - Partnership Consulting & Modeling
Baker Tilly Advisory Group, LP —Madison, WI
- $130,000 - $215,000 a year
- Full-time
- CPA
- Research
- Office
Quick Apply

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tax advisor jobs near middleton, wi

Tax Strategy Advisor

Savant -
Middleton, WI

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Job Details

Full-time
$100,000 - $135,000 a year

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

tax advisor jobs in middleton, wi

Tax Strategy Advisor

PAYROLL TAX MANAGER

Tax Manager-NFP

Tax Manager

Tax Credit Assistant Property Manager- Conway at Huxley Apartments

Tax Manager/Sr. Manager - Madison Office

Tax Manager

Sr. Manager (Tax)

Trust And Estates Tax Manager

Tax Manager

Senior Tax Manager - Construction

Tax Senior Manager, Core Tax Services

Tax Senior Manager

Tax Manager/Supervisor (Greater Madison Area)

Senior Tax Manager (Director Track)

Tax Manager - Partnerships - PE Portfolio Company Tax

Tax Manager

R&D Tax Manager

Tax Senior Manager

M&A Tax Manager - Partnership Consulting & Modeling

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