Magnolia Tax Services · 1 day ago
Tax Accountant
Milwaukee, WI
Full-time
Hybrid
Senior Level
5+ years expMagnolia Tax Services provides exceptional tax preparation and advisory services to individuals, businesses, and nonprofit clients. They are seeking a highly skilled and motivated Tax Accountant to prepare and review business and nonprofit tax returns while ensuring compliance and accuracy.
AccountingBookkeeping and PayrollFinancial ServicesTax Preparation
Hiring Manager
Katie Bunce
Responsibilities
Tax Preparation and Review: Prepare and review business and nonprofit tax returns, including but not limited to 1120S, 1120, 1065 Partnerships, and 990, ensuring accuracy, compliance, and timely submission
Client Communication: Serve as the primary point or contact for clients, providing clear and effective communication regarding tax matters, strategies, and planning
Software Utilization: Daily work on Drake Tax Software
Process Improvements: Identify opportunities for process improvements within the tax preparation workflow to enhance efficiency and accuracy
Compliance Management: Stay updated on tax regulations and ensure all tax filings comply with federal, state, and local laws
Hybrid Work Environment: Demonstrate adaptability and self-motivation in a hybrid work setting, balancing remote work with on-site collaboration as needed. Some travel maybe required
Event Participation: Attend company events as required, contributing to the collaborative culture and engagement of Magnolia Tax Services
Qualification
Required
More than 5 years of experience in tax and accounting, with a focus on preparing and reviewing business and non-profit tax returns, including but not limited to 1120S, 1120, 1065 Partnerships, and 990
Strong focus on accuracy and detail in all aspects of tax preparation and review
Excellent verbal and written communication skills to effectively interact with clients and team members
Demonstrated commitment to personal development and provide opportunities for continuous learning and advancement
Comfortable working in a hybrid environment, with the ability to manage time effectively and self-motivate in a remote setting
Preferred
Proficiency in Drake Tax Software is a plus, but not required
EA or CPA license is a plus but not required
Benefits
Medical insurance
401K matching
Paid time off
Paid holidays
Bonus eligibility
Company
Magnolia Tax Services
Magnolia Tax Services is a tax advisory firm that provides accounting, bookkeeping, asset protection, and estate planning services.
2-10 employees
Funding
Current Stage
Early StageLeadership Team
Eugene Marshall
Founder & CEO
Company data provided by crunchbase