Top 166 Tax professional Jobs in Milwaukee, Wi

Tax Resolution Case Manager
Clear Path Tax Strategies Inc —Brookfield, WI
- $25.31 - $31.25 an hour
- Full-time
- Hybrid work
- CPA
- Mid-level
- Analysis skills
- Paid training
- Health insurance
Quick Apply
7d
Accounting Manager
UMOS —Milwaukee, WI
- $81,059.78 - $101,324.72 a year
- Full-time
- Microsoft Outlook
- Management
- Mid-level
- Health savings account
- AD&D insurance
4d
Tax Manager
Verital —Milwaukee, WI
- $125,000 - $155,000 a year
- Full-time
- Hybrid work
- CPA
- 5 years
- Research
Quick Apply
10d
Tax Manager
Truity Partners, LLC —Brookfield, WI
- $45 - $50 an hour
- Full-time
- Background check
- Microsoft Excel
- Management
- Health insurance
- 401(k)
Quick Apply
13d
Principal – Tax (Partner Track)
Verital —Milwaukee, WI
- $180,000 - $250,000 a year
- Full-time
- Hybrid work
- CPA
- Office
- Mentoring
- Profit sharing
- Health insurance
Quick Apply
10d
Tax Manager
Everforth, Cybercoders —Brookfield, WI
- $120,000 - $150,000 a year
- Full-time
- Hybrid work
- Management
- CPA
- 5 years
- Profit sharing
- Paid parental leave
Quick Apply
Tax and Staff Accountant
Lulloff, Leben & Taylor LLC —Brookfield, WI
- $55,000 - $75,000 a year
- Extended hours
- Research
- Mid-level
- Office
- Health insurance
- 401(k)
Quick Apply
7d
Accounting Manager - Client Advisory Services (CAS)
Everforth, Cybercoders —Milwaukee, WI
- $115,000 - $145,000 a year
- Full-time
- Hybrid work
- Management
- CPA
- Finance
- Paid holidays
- Health insurance
5d
Staff Accountant
QPS Employment Group —Milwaukee, WI
- $50,000 a year
- Full-time
- Mid-level
- Office
- Bachelor's degree
Quick Apply
4d
Senior Cost and Financial Accountant - Manufacturing
Aries Industries —Waukesha, WI
- $90,000 - $106,000 a year
- Full-time
- 5 years
- Office
- Windows
- Disability insurance
- Health insurance
Quick Apply
Pre-Season Tax Professional
H&R Block —Greenfield, WI
- Full-time
- Windows
- High school diploma or GED
- Business development
Tax Associate
H&R Block —Milwaukee, WI
- Weekends as needed
- Office
- Finance
- High school diploma or GED
7d
Tax Accountant
Michels Corporation —Milwaukee, WI
- Clean driving record
- Customer service
- Research
- Health savings account
- Disability insurance
State and Local Tax Associate (Fall 2027/Winter 2028)
RSM —Milwaukee, WI
- $61,600 - $73,500 a year
- Full-time
- Bachelor of Science
- Research
- Accounting
Staff Accountant
Liphatech —Milwaukee, WI
- Microsoft Outlook
- Basic math
- Mid-level
Tax Manager
Integro CPA —Brookfield, WI
- $85,000 - $140,000 a year
- Full-time
- Hybrid work
- Background check
- Management
- CPA
- Profit sharing
- Paid training
Quick Apply
5d
Senior Domestic Tax Analyst
Regal Rexnord —Milwaukee, WI
- Online Application
- Hybrid work
- CPA
- Office
- Residential
- Health savings account
- AD&D insurance
Controller
Roman Home Services —West Allis, WI
- $90,000 - $140,000 a year
- Background check
- CPA
- 5 years
Senior Manager, Tax Operations
A.B. Data, Ltd. —Milwaukee, WI
- $120,000 - $150,000 a year
- CPA
- Research
- Finance
5d
Indirect Tax Director
Regal Rexnord —Milwaukee, WI
- $175,000 - $200,000 a year
- Online Application
- Hybrid work
- Oracle
- CPA
- 5 years
- Health savings account
- AD&D insurance
12h

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tax professional jobs near milwaukee, wi

Tax Resolution Case Manager

Clear Path Tax Strategies Inc
Brookfield, WI

Quick Apply

Job Details

Full-time
$25.31 - $31.25 an hour
7 days ago

Benefits

Paid training
Health insurance
Dental insurance
Paid time off
Paid sick time

Qualifications

Financial sales
CPA
Income tax preparation
Phone communication
Spreadsheets
Data reporting
Compliance management
Attention to detail
Financial concepts
Industry knowledge of financial regulations
Organizational skills
Financial statement interpretation
Budget preparation
Productivity software
Enrolled Agent
Conducting sales calls
Data analysis software
Client interaction via phone calls

Full Job Description

Job Summary
We are seeking a dynamic and detail-oriented Tax Resolution Case Manager to join our team! In this pivotal role, you will be responsible for guiding clients through complex tax resolution processes, analyzing financial data, and negotiating with tax authorities to achieve favorable outcomes. Your expertise in financial concepts, industry regulations, and customer support will empower clients to resolve their tax issues efficiently and confidently. If you thrive in a fast-paced environment, possess excellent communication skills, and have a passion for helping others navigate financial challenges, this opportunity is perfect for you!

Duties

Manage a portfolio of tax resolution cases, including delinquent taxes, liens, levies, and installment agreements
Prepare fairly complex personal and business tax returns from a variety of sources
Conduct thorough credit analysis and review client financial documents to assess their ability to pay and determine appropriate resolution strategies
Communicate effectively with clients via phone and written correspondence, providing clear guidance on the resolution process
Negotiate with tax agencies on behalf of clients to settle debts, establish payment plans, or secure penalty abatements
Utilize CRM (Customer Relationship Management) systems to track case progress and document client interactions accurately
Analyze financial data using Excel and other accounting software to identify discrepancies and develop tailored solutions
Ensure compliance with all relevant tax laws, banking regulations, and industry standards throughout the resolution process

Requirements

Must possess a CPA license, Attorney license or an Enrolled Agent license
Strong knowledge of personal financial statements and the ability to create personal and business financial budgets
Proficiency in Microsoft Office Suite, especially Excel for data analysis and reporting
Excellent phone etiquette with the ability to conduct engaging sales calls and client consultations
Familiarity with industry-specific financial analysis
Ability to analyze complex financial information accurately while maintaining compliance with all applicable laws and regulations
Strong organizational skills with attention to detail in handling multiple cases simultaneously
Join us if you're eager to make a meaningful impact by helping clients resolve their tax issues through expert analysis, strategic negotiation, and dedicated customer service. We value energetic professionals who are committed to excellence in every interaction!

Pay: $25.31 - $31.25 per hour

Benefits:

Dental insurance
Health insurance
Paid sick time
Paid time off
Paid training

Work Location: Hybrid remote in Brookfield, WI 53005

Quick Apply

Refine Your Search

tax professional jobs in milwaukee, wi

Tax Resolution Case Manager

Accounting Manager

Tax Manager

Tax Manager

Principal – Tax (Partner Track)

Tax Manager

Tax and Staff Accountant

Accounting Manager - Client Advisory Services (CAS)

Staff Accountant

Senior Cost and Financial Accountant - Manufacturing

Pre-Season Tax Professional

Tax Associate

Tax Accountant

State and Local Tax Associate (Fall 2027/Winter 2028)

Staff Accountant

Tax Manager

Senior Domestic Tax Analyst

Controller

Senior Manager, Tax Operations

Indirect Tax Director

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