Work for a Next Generation Accounting Firm!
Make a difference and have an impact on the lives of our clients
Senior Tax Manager
Are you looking for a growing firm with a great team? We have a proactive approach with our personal and business clients providing guidance throughout the year.
We take pride in our thorough knowledge and connection with our clients and have been doing so for over 13 years.
We offer a great work environment and challenging professional environment!
We are looking for tax professionals who are seeking a firm leadership role, rather than a “traditional” senior tax manager position.
The successful candidate must be a bright and motivated tax leader with a strong background in working primarily with closely held business clients.
Work Hours – The tax department works on average 53 hours per week during January – April and 36 hours all other months.
We have team members that enjoy working together and with our clients in a collaborative environment.
We would like to know how we can help you realize more than you think is possible.
The firm has been recognized and received the following awards:
Top Places to Work-2023
Inc 5000 Winner-2022,2021,2020
People’s Choice Awards-Best CPA Firm 2022
People’s Choice Awards-Best CPA Firm-Finalist-2023,2021
People’s Choice Awards-Best CPA Finalists Alicia Greer, CPA and Bruce Berndt, CPA
In Business- Dane County Small Business of The Year
In Business- CFO of The Year
We do not do any audit, review or compliance work that requires independence with the firms’ clients.
We are truly our clients most trusted advisor.
Description of Duties
This position is a unique opportunity for an experienced tax manager to be a firm wide resource on complex tax issues.
Key responsibilities include the following:
Review of business and individual income tax returns
Provide consulting services to partnerships, corporations, S corporations and individuals for a variety of small to middle market clients
Proactively provide recommendations for business and process improvements based on knowledge gained relative to our client’s operations, processes and business objectives
Tax research in response to complex client tax matters
Training of tax personnel in general areas, new developments and tax research approaches and techniques
Management of IRS & State exams
Correspondence with the client and tax authorities, preparation of internal memos
Working and meeting with firm tax clients to build relationships and provide superior client service
Actively market to existing and new clients
This is a unique opportunity for someone with 8+ years of progressive public accounting or law firm experience who can lead, develop and take a tax team to the next level.
Depending on the personal strengths and skills of the candidate from either an industry or technical perspective, there is also an opportunity to serve as a traditional management-level tax professional on multiple accounts to supplement the primary focus described above.
Desired Skills
Bachelor’s degree in accounting required
CPA certification required
8+ years of income tax experience in a public accounting or a law firm setting
Income tax and project management experience
Team leader who enjoys working with a team and mentoring staff
Excellent interpersonal skills and effective oral and written communication skills
Integrity within a professional environment and a dedication to teamwork
Work Life Balance
Berndt CPA provides team members the ability to be both professionally challenged with the time year-round to be personally involved with family and friends.