Berndt CPA LLC · 1 month ago
Tax Director/ Partner
34 Schroeder Court ste 200, Madison, WI 53711, USA
Full-time
Hybrid
Senior Level, Lead/Staff
10+ years expBerndt CPA LLC is a leading tax advisory firm in Wisconsin, seeking a strategic and client-centric Tax Director / Partner to join their team. This role involves managing tax planning, compliance, and strategy for a diverse portfolio of businesses while contributing to client growth and mentoring within the firm.
AccountingConsultingFinancial Services
Responsibilities
Provide oversight for all federal, state, local, and tax compliance and filings
Design and implement tax planning strategies to legally minimize liability and support client profitability
Represent clients during audits, tax controversies, and negotiations with tax authorities
Consult on tax implications for business transactions, M&A, and structural decisions
Supervise and develop a high-performing tax team, fostering technical growth
Stay current with evolving tax laws and disseminate insights across the firm
Enhance tax department efficiency through process improvements, SOPs, automation, and innovative technology adoption
Actively engage in business development-contributing to RFPs, networking, and thought leadership
Collaborate cross-functionally with accounting, payroll, and HR teams to deliver integrated client solutions
Qualification
Required
CPA license
10–15 years of progressive tax experience, including leadership roles within public or corporate settings
Proficient with tax software, research and analytics tools
Strong strategic thinking, business acumen, and problem-solving capabilities
Excellent communication and presentation skills for diverse audiences
Leadership aptitude with a track record of mentoring and developing tax teams
Business development experience: networking, proposals, and client engagement
Commitment to ethics and compliance under Circular 230 and professional standards
Demonstrated proficiency with digital tax platforms and openness to emerging technologies, including AI-driven tools
Significant experience with business passthrough tax returns (S Corporations and Partnerships)
Significant experience with multi-state tax compliance for both business entities and high-net-worth individuals
Establish KPIs and SOPs to ensure quality and consistency in deliverables
Cultivate deep, strategic relationships with clients and external advisors
Champion process improvement via tech adoption, automation, and digital transformation
Maintain high ethical standards and ensure material compliance across all practice areas
Mentor team members and actively build the next generation of firm leaders
Support business growth through thought leadership, events, speaking engagements, and referrals
Lead periodic evaluations of tax strategy ROI, performance metrics, and improvement opportunities
Preferred
MST or JD/LLM in Taxation highly preferred
Working knowledge of estate and trust taxation preferred
Benefits
Comprehensive benefits package (health, dental, vision, 401k match)
Company
Berndt CPA LLC
At Berndt CPA LLC, we believe entrepreneurs are the driving force behind innovation, job creation, and community growth.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Alicia Greer, CPA
COO
Jay Mouille, CPA
Partner
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