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Associate Tax Winter 2027 | Madison

Confidential Client•Legal & Professional Services
Entry LevelFull-timeOn-Site$59,133
Madison, Wisconsin
A Day Ago

The Associate Tax role at Confidential Client is a full-time entry-level position designed for accounting students pursuing CPA eligibility. The role involves preparing various tax returns, analyzing financial data, and collaborating with clients and senior staff to develop technical skills and build a career foundation in tax accounting. Candidates will gain hands-on experience in a client-focused environment while being coached by experienced professionals.

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Description

About Careertakes

👉 Important disclosure: Careertakes is a third-party recruiting platform supporting this hiring process. If selected, you will be employed directly by our client, Accounting & Finance.

Applicants for this role may also receive access to additional matched opportunities through the Careertakes platform.


How You’ll Contribute

This entry-level tax Associate role with a Confidential Client supports clients across industries while you develop technical tax skills and progress toward CPA eligibility. Typical responsibilities include:

  • Working with client personnel to reconcile account differences and analyze financial data
  • Preparing individual, corporate, partnership, and other tax returns
  • Calculating tax extensions and estimating tax payments
  • Participating in client meetings alongside partners and managers
  • Supporting documentation and research for tax positions and client requests

Who We’re Looking For

Successful candidates typically demonstrate:

  • Effective time management and the ability to prioritize competing deadlines
  • Strong oral and written communication skills
  • Ability to work both independently and as part of a team
  • Problem-solving mindset and willingness to take initiative
  • Close attention to detail and accuracy
  • Comfort working under pressure during busy tax periods

Minimum Qualifications

  • Bachelor’s or master’s degree in Accounting
  • Pursuing the education requirements for CPA licensure in the state where the office is located
  • Completion of required academic credits (150 credit hours) must be met prior to the start date
  • Eligibility to sit for the CPA exam in the hiring office’s state
  • Solid technical accounting knowledge and proficiency with Microsoft Office
  • Reliable transportation to the assigned office and ability to attend off-site meetings in person
  • Applicants must be legally authorized to work in the United States; visa sponsorship is not available for this position

Preferred Qualifications

  • Prior internship experience at a public accounting firm performing tax work

Workplace & Employment Details

  • Employment type: Full‑time
  • Location: Madison, WI (on-site responsibilities; some travel to client sites or events may be required)
  • No visa sponsorship available for this role
  • Confidential Client will verify employment eligibility and may request documentation consistent with federal requirements (I‑9)

Additional Notes

Careertakes and the Confidential Client value professional development. Associates receive coaching from experienced staff and managers and are given increasing responsibility as technical skills grow. If you need a reasonable accommodation during the hiring process, please contact us.


Equal Opportunity & Hiring Transparency

Careertakes and our client are Equal Opportunity Employers committed to building a diverse and inclusive workforce. We prohibit discrimination or harassment of any kind. To support a fair and efficient hiring process, AI tools may be used to assist with application review or resume screening. These tools do not replace human decision-making. Final hiring decisions are made by people.

If you have questions about how your data is used, please contact us directly.

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