Berndt CPA LLC · 1 day ago
Tax Director/ Partner
Madison, WI
Full-time
Hybrid
Senior Level, Lead/Staff
10+ years expBerndt CPA LLC is a top-rated tax advisory firm in Wisconsin, seeking a strategic, client-centric Tax Director / Partner to lead their tax advisory team. The role involves managing tax planning, compliance, and strategy for a portfolio of businesses while contributing to client growth and firm leadership.
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 (MST or JD/LLM in Taxation highly preferred)
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
Working knowledge of estate and trust taxation
Benefits
Competitive compensation and bonus program
Flex-time or full-time options with partial remote work available
Comprehensive benefits package (health, dental, vision, 401k match)
Supportive, people-first firm culture with regular team events
Professional development and career advancement opportunities
Paid time for community involvement and networking
Modern technology and tools in a collaborative environment
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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