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.

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Responsibilities

Confidential Client is seeking a Federal Tax Services Associate to support private client and closely held business tax engagements. Key responsibilities include:

• Working with high-net-worth families, closely held businesses, estates, trusts, and private foundations
• Building strong client relationships by understanding client needs and tax challenges
• Conducting tax planning and research for federal, state, and local tax matters
• Preparing federal, state, and local tax returns for individuals, trusts, estates, and pass-through entities
• Gaining familiarity with reporting requirements for different entity structures and the compliance process
• Contributing to development of tax strategies that may reduce clients’ effective tax rates
• Preparing clear written documentation and memoranda on complex tax positions
• Staying current on tax legislation affecting private client service engagements
• Leveraging technical tax knowledge to prepare work for review and ensure timely completion

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Required Qualifications

• Bachelor’s degree in accounting or a business-related field
• Required coursework to sit for the CPA exam, or licensed JD, or Enrolled Agent credential
• Strong written and verbal communication skills; able to work collaboratively on client teams
• Excellent client relation and interpersonal skills to gather information and answer client questions
• Outstanding organizational abilities with the capacity to manage priorities and own assigned tasks

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Preferred Qualifications

• CPA, JD, or Enrolled Agent designation
• LL.M. in Taxation and/or Master’s in Taxation

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Work Arrangement & Location

• This is a full-time role aligned to the Milwaukee, WI office. The confidential client typically follows a hybrid workstyle—team members are aligned to an office and come together in person when it best supports clients, teams, development, or relationship-building. Some roles may be primarily on-site or virtual depending on client and team needs.

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Compensation & Benefits

• Compensation range: $61,600 – $73,500 per year (range reflects factors such as experience, skills, certifications, and location)
• Confidential Client offers a competitive benefits package. Specific benefit details will be provided during the hiring process.

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Other Hiring Information

• Confidential Client is committed to equal opportunity in hiring and will consider qualified applicants with arrest or conviction records as permitted by law.
• Accommodation for applicants with disabilities is available upon request as part of the recruitment process. If you need an accommodation, please contact Careertakes for assistance.
• The confidential client does not intend to sponsor candidates who require employment-based immigration sponsorship now or in the future for this role.

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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.