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Tax & Client Service Lead - Brookfield, WI

Post Date: 05/25/2023

Req. Number: 103792

City: Brookfield

State: Wisconsin

Zip Code: 53045


Goodwill TalentBridge, a full service staffing and recruitment firm, is part of Goodwill Industries of Southeastern Wisconsin and Metropolitan Chicago, the largest of the 165 Goodwill territories in North America. With more than 90 years of experience in Workforce Development and job training, Goodwill is helping thousands of people find work in the communities we serve, including 13 counties in Wisconsin and 10 counties in Illinois.

Tax & Client Service Lead
Goodwill TalentBridge is recruiting a Tax & Client Service Lead to work for our client, a boutique wealth management firm located in Waukesha County.  Are you looking for an opportunity to advance your career into a role with lead responsibilities and a management path?  In this role you would apply your expertise in professional accountancy and taxation while offering guidance to both employees and clients in areas of taxation and finance.  This role offers an opportunity to work with a unique high net-worth client base and acts as the subject matter expert in areas of taxation and accounting for assigned clients at the direction of senior leadership.     This role offers the opportunity to develop and mentor junior team-members.  This role offers competitive total compensation and benefits including discretionary profit sharing, generous PTO offering and educational reimbursement.   Apply today!



BS/BA in Accounting from an accredited university or college; 1+ year of related experience and/
or training; or equivalent combination of education and experience. Bachelor’s degree with
specialization in Taxation or Professional Accounting preferred. Previous experience
reviewing tax returns completed by other staff members and experience providing guidance for
completion of client tax returns a plus. Certified Public Accounting license a plus.

Apply now!

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