Tax Manager

Tax Manager (Hybrid)Location: Greater Milwaukee AreaCompensation: $100,000–$145,000About the CompanyWe’re partnering with a well-established professional services firm that continues to invest in the growth of its tax and advisory teams. The environment is highly collaborative and client-focused, with leadership actively involved in mentoring and developing talent. This is a team that values professionals who want broader exposure beyond a siloed role.About the RoleThis Tax Manager will operate in a client-facing capacity, acting as a key relationship owner across a portfolio that leans heavily into individual and closely held business clients. The role blends tax, advisory, and light CAS-style exposure, offering visibility into the full financial picture rather than just compliance work.You’ll partner directly with leadership and clients, helping guide strategy, oversee deliverables, and contribute to process improvements across engagements. This is well-suited for someone looking to step into a more consultative, account management-oriented role with real influence.Key ResponsibilitiesManage and review individual tax engagements, with exposure to partnerships and closely held entitiesServe as a primary point of contact for clients, building and maintaining strong relationshipsProvide tax planning and advisory support tailored to individual and business needsOversee workflow, deadlines, and deliverables across multiple engagementsCollaborate with leadership on client strategy, process improvements, and team developmentSupport and mentor junior staff, providing guidance on technical and client-facing workAssist with broader financial discussions, offering insight that may extend into CAS-style supportQualificationsBachelor’s degree in Accounting, Finance, or related field5+ years of experience in public accounting or a tax-focused environmentStrong background in individual tax, with exposure to pass-through entities preferredExperience managing client relationships and owning engagementsProficiency with tax software and ExcelAbility to operate in a fast-paced, client-driven environment while managing multiple prioritiesPreferred ExperienceExperience working with high-net-worth individuals and closely held businessesExposure to advisory work or CAS-style environmentsCPA or actively pursuing certificationInterest in stepping into a more client-facing, relationship-driven roleThis is an opportunity to step into a role that offers both technical depth and client ownership, within a firm that provides a clear path for continued growth and leadership.For more information, please contact Yianni Gormanos at Verital.