About This Role Join the General Trading team within Northwestern Mutual's Investment Client Services division as a Senior Trading Specialist. In this hybrid role based in Franklin, WI, you'll advise clients and Financial Representatives on securities transactions across equities, fixed income, and options, while ensuring every trade is executed accurately and in full compliance. This is a hands-on trading desk role where your market knowledge, client instincts, and attention to detail directly impact the investment experience for NM clients. If you bring experience with alternative investments, that's a strong plus for this team. You'll join a collaborative desk at a Fortune 100 company with 165+ years of financial strength, clear career paths, and experienced leadership. What You'll Do Advisory & Trade Execution Serve as a trusted resource for Financial Representatives and their clients on the purchase and sale of equities, fixed income, and options. Assess client financial needs, risk tolerance, and suitability by combining your market expertise with client profiles and portfolio analysis to recommend appropriate investments. Execute equity, fixed income, and options transactions on behalf of Financial Representatives, ensuring accuracy and full regulatory compliance. Build credibility and develop lasting client relationships through ongoing assessment of financial needs and timely investment recommendations. Market Intelligence Stay current on securities market developments, using fundamental and technical research to support sound, timely investment decisions on behalf of Northwestern Mutual clients. Educate clients on appropriate investment strategies based on market trends and individual financial profiles. Compliance & Standards Maintain full compliance with FINRA, SEC, and MSRB regulations. Adhere to all internal trading policies, procedures, and standards. What You'll Bring Must-Haves Bachelor's degree in business or a related field 3-5 years of experience in a retail brokerage sales or trading capacity Strong knowledge of FINRA and federal/state securities laws and regulations FINRA Series 7 and Series 63 licenses (active) Excellent written and verbal communication skills Strong attention to detail Preferred Alternative investment experience (highly valued for this team) Portfolio analysis experience Interest in client education and relationship building Why Northwestern Mutual Fortune 100 company with 165+ years of financial strength Collaborative trading desk environment with experienced leadership at the manager and director level Clear career paths within Investment Client Services Comprehensive benefits, competitive compensation, and investment in your professional development This position has been classified as a Registered Representative under NMIS guidelines and requires fingerprinting.Series 63 - FINRA, Series 7 - FINRA, SIE - FINRA Compensation Range: Pay Range - Start: $65,440.00 Pay Range - End: $98,160.00 Geographic Specific Pay Structure: Structure 110: $72,000.00 USD - $108,000.00 USD Structure 115: $75,280.00 USD - $112,920.00 USD We believe in fairness and transparency. It's why we share the salary range for most of our roles. However, final salaries are based on a number of factors, including the skills and experience of the candidate; the current market; location of the candidate; and other factors uncovered in the hiring process. The standard pay structure is listed but if you're living in California, New York City or other eligible location, geographic specific pay structures, compensation and benefits could be applicable, click here to learn more. Grow your career with a best-in-class company that puts our clients' interests at the center of all we do. Get started now! Northwestern Mutual is an equal opportunity employer who welcomes and encourages diversity in the workforce. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives. Skills Process Improvement (NM) - Intermediate, Technical Problem Solving (NM) - Intermediate, Cross Functional Partnering & Planning (NM) - Intermediate, Storytelling through Data (NM) - Intermediate, Organizational & Political Savvy (NM) - Intermediate, Consulting (NM) - Intermediate, Adaptive Communication (NM) - Intermediate, Attention to Detail (NM) - Intermediate, Financial Services Industry Acumen (NM) - Intermediate, Audits (NM) - Intermediate, Change Adaptability (NM) - Intermediate, Statutes & Regulation (NM) - Intermediate, Customer Support (NM) - Intermediate, Organization (NM) - Intermediate, Customer Service Mindset (NM) - Intermediate, Policy Inquiries & Complaints Management (NM) - Intermediate, Industry Knowledge (NM) - Intermediate, Prioritization (NM) - Intermediate, Policy & Procedure (NM) - Intermediate, Financial Securities (NM) - Intermediate, Field Consulting (NM) - Intermediate, Business Acumen (NM) - Intermediate, Compliance (NM) - Intermediate, Strategic Thinking (NM) - Intermediate, Customer Centricity (NM) - Intermediate, Analytical Thinking (NM) - Intermediate, Root Cause Analysis & Decision Quality (NM) - Intermediate, Investment Management Systems (NM) - Advanced, Investment Products (NM) - Intermediate, Tax Awareness (NM) - Intermediate FIND YOUR FUTURE We're excited about the potential people bring to Northwestern Mutual. You can grow your career here while enjoying first-class perks, benefits, and our commitment to a culture of belonging. Flexible work schedules Concierge service Comprehensive benefits Employee resource groups PandoLogic. Category:Finance,
05/25/2026
Full time
About This Role Join the General Trading team within Northwestern Mutual's Investment Client Services division as a Senior Trading Specialist. In this hybrid role based in Franklin, WI, you'll advise clients and Financial Representatives on securities transactions across equities, fixed income, and options, while ensuring every trade is executed accurately and in full compliance. This is a hands-on trading desk role where your market knowledge, client instincts, and attention to detail directly impact the investment experience for NM clients. If you bring experience with alternative investments, that's a strong plus for this team. You'll join a collaborative desk at a Fortune 100 company with 165+ years of financial strength, clear career paths, and experienced leadership. What You'll Do Advisory & Trade Execution Serve as a trusted resource for Financial Representatives and their clients on the purchase and sale of equities, fixed income, and options. Assess client financial needs, risk tolerance, and suitability by combining your market expertise with client profiles and portfolio analysis to recommend appropriate investments. Execute equity, fixed income, and options transactions on behalf of Financial Representatives, ensuring accuracy and full regulatory compliance. Build credibility and develop lasting client relationships through ongoing assessment of financial needs and timely investment recommendations. Market Intelligence Stay current on securities market developments, using fundamental and technical research to support sound, timely investment decisions on behalf of Northwestern Mutual clients. Educate clients on appropriate investment strategies based on market trends and individual financial profiles. Compliance & Standards Maintain full compliance with FINRA, SEC, and MSRB regulations. Adhere to all internal trading policies, procedures, and standards. What You'll Bring Must-Haves Bachelor's degree in business or a related field 3-5 years of experience in a retail brokerage sales or trading capacity Strong knowledge of FINRA and federal/state securities laws and regulations FINRA Series 7 and Series 63 licenses (active) Excellent written and verbal communication skills Strong attention to detail Preferred Alternative investment experience (highly valued for this team) Portfolio analysis experience Interest in client education and relationship building Why Northwestern Mutual Fortune 100 company with 165+ years of financial strength Collaborative trading desk environment with experienced leadership at the manager and director level Clear career paths within Investment Client Services Comprehensive benefits, competitive compensation, and investment in your professional development This position has been classified as a Registered Representative under NMIS guidelines and requires fingerprinting.Series 63 - FINRA, Series 7 - FINRA, SIE - FINRA Compensation Range: Pay Range - Start: $65,440.00 Pay Range - End: $98,160.00 Geographic Specific Pay Structure: Structure 110: $72,000.00 USD - $108,000.00 USD Structure 115: $75,280.00 USD - $112,920.00 USD We believe in fairness and transparency. It's why we share the salary range for most of our roles. However, final salaries are based on a number of factors, including the skills and experience of the candidate; the current market; location of the candidate; and other factors uncovered in the hiring process. The standard pay structure is listed but if you're living in California, New York City or other eligible location, geographic specific pay structures, compensation and benefits could be applicable, click here to learn more. Grow your career with a best-in-class company that puts our clients' interests at the center of all we do. Get started now! Northwestern Mutual is an equal opportunity employer who welcomes and encourages diversity in the workforce. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives. Skills Process Improvement (NM) - Intermediate, Technical Problem Solving (NM) - Intermediate, Cross Functional Partnering & Planning (NM) - Intermediate, Storytelling through Data (NM) - Intermediate, Organizational & Political Savvy (NM) - Intermediate, Consulting (NM) - Intermediate, Adaptive Communication (NM) - Intermediate, Attention to Detail (NM) - Intermediate, Financial Services Industry Acumen (NM) - Intermediate, Audits (NM) - Intermediate, Change Adaptability (NM) - Intermediate, Statutes & Regulation (NM) - Intermediate, Customer Support (NM) - Intermediate, Organization (NM) - Intermediate, Customer Service Mindset (NM) - Intermediate, Policy Inquiries & Complaints Management (NM) - Intermediate, Industry Knowledge (NM) - Intermediate, Prioritization (NM) - Intermediate, Policy & Procedure (NM) - Intermediate, Financial Securities (NM) - Intermediate, Field Consulting (NM) - Intermediate, Business Acumen (NM) - Intermediate, Compliance (NM) - Intermediate, Strategic Thinking (NM) - Intermediate, Customer Centricity (NM) - Intermediate, Analytical Thinking (NM) - Intermediate, Root Cause Analysis & Decision Quality (NM) - Intermediate, Investment Management Systems (NM) - Advanced, Investment Products (NM) - Intermediate, Tax Awareness (NM) - Intermediate FIND YOUR FUTURE We're excited about the potential people bring to Northwestern Mutual. You can grow your career here while enjoying first-class perks, benefits, and our commitment to a culture of belonging. Flexible work schedules Concierge service Comprehensive benefits Employee resource groups PandoLogic. Category:Finance,
Job DescriptionJob Description What's the role? Tax Managers are a key part of the business tax team responsible for managing client relationships while ensuring final annual tax products and monthly financial work is produced and delivered to client within expected timelines. This includes: Preparing payroll, tax, and business records and reports. Preparing corporate and individual tax returns. Building new and strengthening existing client relationships while demonstrating basic knowledge of clients' businesses. Communicating and meeting with clients as requested; providing recommendations to assist clients with financial or tax needs. What experience and skills do I need to be successful? 3+ years in a similar role within a public accounting firm. Bachelor's Degree in Accounting highly desired or equivalent work experience. CPA certification highly desired or ability to attain. Great Perks and Benefits: Some major perks this firm can offer are long-term job stability, work-life balance to support raising a family, and significant opportunity to grow your career within the firm. In addition: Onsite, hybrid, or remote work arrangements. Remote work allowed. Relocation packages including ability to work remotely during transition to area. Competitive medical, dental, and vision insurance plans. FSA/HSA account options. Paid Time Off (PTO). 401k employer matching program to save for retirement. Tuition reimbursement, CPA assistance, and professional growth opportunities through continuing education. Supplemental insurance options for life, AD&D, STD, LTD, and critical illness. Bonuses for helping with business development leads. Incredible potential for upward mobility and career growth. What will my schedule look like? At MBE, you'll enjoy the challenge of meeting deadlines during tax season with up to 50-60 hours weeks and the remainder of the year work 30-40 hour weeks flexing the typical Monday-Friday 8a-5p schedule around any personal passions or family time. We also welcome part time and seasonal team members! So how can I be considered for these opportunities? First step is applying with your resume. Qualified candidates will then complete a phone screen with HR, followed by an interview with the MBE accounting team. What else are you hiring for? See all MBE Wealth's openings on our website or reach out to our lead recruiter, Brock Kazda, on LinkedIn. More about the MBE Affiliate Group: MBE CPAs is a team of accounting experts who use our industry-based knowledge to help others succeed in their financial journeys. We expanded our services from just accounting and tax to now include an entire affiliate group of services to support our clients with 19 office locations including 13 in Wisconsin in Black Earth, Door Country, Fort Atkinson, Mauston, Marshfield, Portage, Reedsburg, Sauk City, Sun Prairie, Tomah, Wausau, Wisconsin Dells-Lake Delton, and our corporate headquarters in Baraboo plus offices in Phoenix, Goodyear, and Chandler, Arizona, in Scottsbluff and Kimball, Nebraska, and Durango, Colorado.
05/24/2026
Full time
Job DescriptionJob Description What's the role? Tax Managers are a key part of the business tax team responsible for managing client relationships while ensuring final annual tax products and monthly financial work is produced and delivered to client within expected timelines. This includes: Preparing payroll, tax, and business records and reports. Preparing corporate and individual tax returns. Building new and strengthening existing client relationships while demonstrating basic knowledge of clients' businesses. Communicating and meeting with clients as requested; providing recommendations to assist clients with financial or tax needs. What experience and skills do I need to be successful? 3+ years in a similar role within a public accounting firm. Bachelor's Degree in Accounting highly desired or equivalent work experience. CPA certification highly desired or ability to attain. Great Perks and Benefits: Some major perks this firm can offer are long-term job stability, work-life balance to support raising a family, and significant opportunity to grow your career within the firm. In addition: Onsite, hybrid, or remote work arrangements. Remote work allowed. Relocation packages including ability to work remotely during transition to area. Competitive medical, dental, and vision insurance plans. FSA/HSA account options. Paid Time Off (PTO). 401k employer matching program to save for retirement. Tuition reimbursement, CPA assistance, and professional growth opportunities through continuing education. Supplemental insurance options for life, AD&D, STD, LTD, and critical illness. Bonuses for helping with business development leads. Incredible potential for upward mobility and career growth. What will my schedule look like? At MBE, you'll enjoy the challenge of meeting deadlines during tax season with up to 50-60 hours weeks and the remainder of the year work 30-40 hour weeks flexing the typical Monday-Friday 8a-5p schedule around any personal passions or family time. We also welcome part time and seasonal team members! So how can I be considered for these opportunities? First step is applying with your resume. Qualified candidates will then complete a phone screen with HR, followed by an interview with the MBE accounting team. What else are you hiring for? See all MBE Wealth's openings on our website or reach out to our lead recruiter, Brock Kazda, on LinkedIn. More about the MBE Affiliate Group: MBE CPAs is a team of accounting experts who use our industry-based knowledge to help others succeed in their financial journeys. We expanded our services from just accounting and tax to now include an entire affiliate group of services to support our clients with 19 office locations including 13 in Wisconsin in Black Earth, Door Country, Fort Atkinson, Mauston, Marshfield, Portage, Reedsburg, Sauk City, Sun Prairie, Tomah, Wausau, Wisconsin Dells-Lake Delton, and our corporate headquarters in Baraboo plus offices in Phoenix, Goodyear, and Chandler, Arizona, in Scottsbluff and Kimball, Nebraska, and Durango, Colorado.
Job DescriptionJob Description What's the role? Tax Managers are a key part of the business tax team responsible for managing client relationships while ensuring final annual tax products and monthly financial work is produced and delivered to client within expected timelines. This includes: Preparing payroll, tax, and business records and reports. Preparing corporate and individual tax returns. Building new and strengthening existing client relationships while demonstrating basic knowledge of clients' businesses. Communicating and meeting with clients as requested; providing recommendations to assist clients with financial or tax needs. What experience and skills do I need to be successful? 3+ years in a similar role within a public accounting firm. Bachelor's Degree in Accounting highly desired or equivalent work experience. CPA certification highly desired or ability to attain. Great Perks and Benefits: Some major perks this firm can offer are long-term job stability, work-life balance to support raising a family, and significant opportunity to grow your career within the firm. In addition: Onsite, hybrid, or remote work arrangements. Remote work allowed. Relocation packages including ability to work remotely during transition to area. Competitive medical, dental, and vision insurance plans. FSA/HSA account options. Paid Time Off (PTO). 401k employer matching program to save for retirement. Tuition reimbursement, CPA assistance, and professional growth opportunities through continuing education. Supplemental insurance options for life, AD&D, STD, LTD, and critical illness. Bonuses for helping with business development leads. Incredible potential for upward mobility and career growth. What will my schedule look like? At MBE, you'll enjoy the challenge of meeting deadlines during tax season with up to 50-60 hours weeks and the remainder of the year work 30-40 hour weeks flexing the typical Monday-Friday 8a-5p schedule around any personal passions or family time. We also welcome part time and seasonal team members! So how can I be considered for these opportunities? First step is applying with your resume. Qualified candidates will then complete a phone screen with HR, followed by an interview with the MBE accounting team. What else are you hiring for? See all MBE Wealth's openings on our website or reach out to our lead recruiter, Brock Kazda, on LinkedIn. More about the MBE Affiliate Group: MBE CPAs is a team of accounting experts who use our industry-based knowledge to help others succeed in their financial journeys. We expanded our services from just accounting and tax to now include an entire affiliate group of services to support our clients with 19 office locations including 13 in Wisconsin in Black Earth, Door Country, Fort Atkinson, Mauston, Marshfield, Portage, Reedsburg, Sauk City, Sun Prairie, Tomah, Wausau, Wisconsin Dells-Lake Delton, and our corporate headquarters in Baraboo plus offices in Phoenix, Goodyear, and Chandler, Arizona, in Scottsbluff and Kimball, Nebraska, and Durango, Colorado.
05/24/2026
Full time
Job DescriptionJob Description What's the role? Tax Managers are a key part of the business tax team responsible for managing client relationships while ensuring final annual tax products and monthly financial work is produced and delivered to client within expected timelines. This includes: Preparing payroll, tax, and business records and reports. Preparing corporate and individual tax returns. Building new and strengthening existing client relationships while demonstrating basic knowledge of clients' businesses. Communicating and meeting with clients as requested; providing recommendations to assist clients with financial or tax needs. What experience and skills do I need to be successful? 3+ years in a similar role within a public accounting firm. Bachelor's Degree in Accounting highly desired or equivalent work experience. CPA certification highly desired or ability to attain. Great Perks and Benefits: Some major perks this firm can offer are long-term job stability, work-life balance to support raising a family, and significant opportunity to grow your career within the firm. In addition: Onsite, hybrid, or remote work arrangements. Remote work allowed. Relocation packages including ability to work remotely during transition to area. Competitive medical, dental, and vision insurance plans. FSA/HSA account options. Paid Time Off (PTO). 401k employer matching program to save for retirement. Tuition reimbursement, CPA assistance, and professional growth opportunities through continuing education. Supplemental insurance options for life, AD&D, STD, LTD, and critical illness. Bonuses for helping with business development leads. Incredible potential for upward mobility and career growth. What will my schedule look like? At MBE, you'll enjoy the challenge of meeting deadlines during tax season with up to 50-60 hours weeks and the remainder of the year work 30-40 hour weeks flexing the typical Monday-Friday 8a-5p schedule around any personal passions or family time. We also welcome part time and seasonal team members! So how can I be considered for these opportunities? First step is applying with your resume. Qualified candidates will then complete a phone screen with HR, followed by an interview with the MBE accounting team. What else are you hiring for? See all MBE Wealth's openings on our website or reach out to our lead recruiter, Brock Kazda, on LinkedIn. More about the MBE Affiliate Group: MBE CPAs is a team of accounting experts who use our industry-based knowledge to help others succeed in their financial journeys. We expanded our services from just accounting and tax to now include an entire affiliate group of services to support our clients with 19 office locations including 13 in Wisconsin in Black Earth, Door Country, Fort Atkinson, Mauston, Marshfield, Portage, Reedsburg, Sauk City, Sun Prairie, Tomah, Wausau, Wisconsin Dells-Lake Delton, and our corporate headquarters in Baraboo plus offices in Phoenix, Goodyear, and Chandler, Arizona, in Scottsbluff and Kimball, Nebraska, and Durango, Colorado.
Job DescriptionJob Description What's the role? Tax Managers are a key part of the business tax team responsible for managing client relationships while ensuring final annual tax products and monthly financial work is produced and delivered to client within expected timelines. This includes: Preparing payroll, tax, and business records and reports. Preparing corporate and individual tax returns. Building new and strengthening existing client relationships while demonstrating basic knowledge of clients' businesses. Communicating and meeting with clients as requested; providing recommendations to assist clients with financial or tax needs. What experience and skills do I need to be successful? 3+ years in a similar role within a public accounting firm. Bachelor's Degree in Accounting highly desired or equivalent work experience. CPA certification highly desired or ability to attain. Great Perks and Benefits: Some major perks this firm can offer are long-term job stability, work-life balance to support raising a family, and significant opportunity to grow your career within the firm. In addition: Onsite, hybrid, or remote work arrangements. Remote work allowed. Relocation packages including ability to work remotely during transition to area. Competitive medical, dental, and vision insurance plans. FSA/HSA account options. Paid Time Off (PTO). 401k employer matching program to save for retirement. Tuition reimbursement, CPA assistance, and professional growth opportunities through continuing education. Supplemental insurance options for life, AD&D, STD, LTD, and critical illness. Bonuses for helping with business development leads. Incredible potential for upward mobility and career growth. What will my schedule look like? At MBE, you'll enjoy the challenge of meeting deadlines during tax season with up to 50-60 hours weeks and the remainder of the year work 30-40 hour weeks flexing the typical Monday-Friday 8a-5p schedule around any personal passions or family time. We also welcome part time and seasonal team members! So how can I be considered for these opportunities? First step is applying with your resume. Qualified candidates will then complete a phone screen with HR, followed by an interview with the MBE accounting team. What else are you hiring for? See all MBE Wealth's openings on our website or reach out to our lead recruiter, Brock Kazda, on LinkedIn. More about the MBE Affiliate Group: MBE CPAs is a team of accounting experts who use our industry-based knowledge to help others succeed in their financial journeys. We expanded our services from just accounting and tax to now include an entire affiliate group of services to support our clients with 19 office locations including 13 in Wisconsin in Black Earth, Door Country, Fort Atkinson, Mauston, Marshfield, Portage, Reedsburg, Sauk City, Sun Prairie, Tomah, Wausau, Wisconsin Dells-Lake Delton, and our corporate headquarters in Baraboo plus offices in Phoenix, Goodyear, and Chandler, Arizona, in Scottsbluff and Kimball, Nebraska, and Durango, Colorado.
05/24/2026
Full time
Job DescriptionJob Description What's the role? Tax Managers are a key part of the business tax team responsible for managing client relationships while ensuring final annual tax products and monthly financial work is produced and delivered to client within expected timelines. This includes: Preparing payroll, tax, and business records and reports. Preparing corporate and individual tax returns. Building new and strengthening existing client relationships while demonstrating basic knowledge of clients' businesses. Communicating and meeting with clients as requested; providing recommendations to assist clients with financial or tax needs. What experience and skills do I need to be successful? 3+ years in a similar role within a public accounting firm. Bachelor's Degree in Accounting highly desired or equivalent work experience. CPA certification highly desired or ability to attain. Great Perks and Benefits: Some major perks this firm can offer are long-term job stability, work-life balance to support raising a family, and significant opportunity to grow your career within the firm. In addition: Onsite, hybrid, or remote work arrangements. Remote work allowed. Relocation packages including ability to work remotely during transition to area. Competitive medical, dental, and vision insurance plans. FSA/HSA account options. Paid Time Off (PTO). 401k employer matching program to save for retirement. Tuition reimbursement, CPA assistance, and professional growth opportunities through continuing education. Supplemental insurance options for life, AD&D, STD, LTD, and critical illness. Bonuses for helping with business development leads. Incredible potential for upward mobility and career growth. What will my schedule look like? At MBE, you'll enjoy the challenge of meeting deadlines during tax season with up to 50-60 hours weeks and the remainder of the year work 30-40 hour weeks flexing the typical Monday-Friday 8a-5p schedule around any personal passions or family time. We also welcome part time and seasonal team members! So how can I be considered for these opportunities? First step is applying with your resume. Qualified candidates will then complete a phone screen with HR, followed by an interview with the MBE accounting team. What else are you hiring for? See all MBE Wealth's openings on our website or reach out to our lead recruiter, Brock Kazda, on LinkedIn. More about the MBE Affiliate Group: MBE CPAs is a team of accounting experts who use our industry-based knowledge to help others succeed in their financial journeys. We expanded our services from just accounting and tax to now include an entire affiliate group of services to support our clients with 19 office locations including 13 in Wisconsin in Black Earth, Door Country, Fort Atkinson, Mauston, Marshfield, Portage, Reedsburg, Sauk City, Sun Prairie, Tomah, Wausau, Wisconsin Dells-Lake Delton, and our corporate headquarters in Baraboo plus offices in Phoenix, Goodyear, and Chandler, Arizona, in Scottsbluff and Kimball, Nebraska, and Durango, Colorado.
Job DescriptionJob Description What's the role? Tax Managers are a key part of the business tax team responsible for managing client relationships while ensuring final annual tax products and monthly financial work is produced and delivered to client within expected timelines. This includes: Preparing payroll, tax, and business records and reports. Preparing corporate and individual tax returns. Building new and strengthening existing client relationships while demonstrating basic knowledge of clients' businesses. Communicating and meeting with clients as requested; providing recommendations to assist clients with financial or tax needs. What experience and skills do I need to be successful? 3+ years in a similar role within a public accounting firm. Bachelor's Degree in Accounting highly desired or equivalent work experience. CPA certification highly desired or ability to attain. Great Perks and Benefits: Some major perks this firm can offer are long-term job stability, work-life balance to support raising a family, and significant opportunity to grow your career within the firm. In addition: Onsite, hybrid, or remote work arrangements. Remote work allowed. Relocation packages including ability to work remotely during transition to area. Competitive medical, dental, and vision insurance plans. FSA/HSA account options. Paid Time Off (PTO). 401k employer matching program to save for retirement. Tuition reimbursement, CPA assistance, and professional growth opportunities through continuing education. Supplemental insurance options for life, AD&D, STD, LTD, and critical illness. Bonuses for helping with business development leads. Incredible potential for upward mobility and career growth. What will my schedule look like? At MBE, you'll enjoy the challenge of meeting deadlines during tax season with up to 50-60 hours weeks and the remainder of the year work 30-40 hour weeks flexing the typical Monday-Friday 8a-5p schedule around any personal passions or family time. We also welcome part time and seasonal team members! So how can I be considered for these opportunities? First step is applying with your resume. Qualified candidates will then complete a phone screen with HR, followed by an interview with the MBE accounting team. What else are you hiring for? See all MBE Wealth's openings on our website or reach out to our lead recruiter, Brock Kazda, on LinkedIn. More about the MBE Affiliate Group: MBE CPAs is a team of accounting experts who use our industry-based knowledge to help others succeed in their financial journeys. We expanded our services from just accounting and tax to now include an entire affiliate group of services to support our clients with 19 office locations including 13 in Wisconsin in Black Earth, Door Country, Fort Atkinson, Mauston, Marshfield, Portage, Reedsburg, Sauk City, Sun Prairie, Tomah, Wausau, Wisconsin Dells-Lake Delton, and our corporate headquarters in Baraboo plus offices in Phoenix, Goodyear, and Chandler, Arizona, in Scottsbluff and Kimball, Nebraska, and Durango, Colorado.
05/24/2026
Full time
Job DescriptionJob Description What's the role? Tax Managers are a key part of the business tax team responsible for managing client relationships while ensuring final annual tax products and monthly financial work is produced and delivered to client within expected timelines. This includes: Preparing payroll, tax, and business records and reports. Preparing corporate and individual tax returns. Building new and strengthening existing client relationships while demonstrating basic knowledge of clients' businesses. Communicating and meeting with clients as requested; providing recommendations to assist clients with financial or tax needs. What experience and skills do I need to be successful? 3+ years in a similar role within a public accounting firm. Bachelor's Degree in Accounting highly desired or equivalent work experience. CPA certification highly desired or ability to attain. Great Perks and Benefits: Some major perks this firm can offer are long-term job stability, work-life balance to support raising a family, and significant opportunity to grow your career within the firm. In addition: Onsite, hybrid, or remote work arrangements. Remote work allowed. Relocation packages including ability to work remotely during transition to area. Competitive medical, dental, and vision insurance plans. FSA/HSA account options. Paid Time Off (PTO). 401k employer matching program to save for retirement. Tuition reimbursement, CPA assistance, and professional growth opportunities through continuing education. Supplemental insurance options for life, AD&D, STD, LTD, and critical illness. Bonuses for helping with business development leads. Incredible potential for upward mobility and career growth. What will my schedule look like? At MBE, you'll enjoy the challenge of meeting deadlines during tax season with up to 50-60 hours weeks and the remainder of the year work 30-40 hour weeks flexing the typical Monday-Friday 8a-5p schedule around any personal passions or family time. We also welcome part time and seasonal team members! So how can I be considered for these opportunities? First step is applying with your resume. Qualified candidates will then complete a phone screen with HR, followed by an interview with the MBE accounting team. What else are you hiring for? See all MBE Wealth's openings on our website or reach out to our lead recruiter, Brock Kazda, on LinkedIn. More about the MBE Affiliate Group: MBE CPAs is a team of accounting experts who use our industry-based knowledge to help others succeed in their financial journeys. We expanded our services from just accounting and tax to now include an entire affiliate group of services to support our clients with 19 office locations including 13 in Wisconsin in Black Earth, Door Country, Fort Atkinson, Mauston, Marshfield, Portage, Reedsburg, Sauk City, Sun Prairie, Tomah, Wausau, Wisconsin Dells-Lake Delton, and our corporate headquarters in Baraboo plus offices in Phoenix, Goodyear, and Chandler, Arizona, in Scottsbluff and Kimball, Nebraska, and Durango, Colorado.
Job DescriptionJob Description What's the role? Tax Managers are a key part of the business tax team responsible for managing client relationships while ensuring final annual tax products and monthly financial work is produced and delivered to client within expected timelines. This includes: Preparing payroll, tax, and business records and reports. Preparing corporate and individual tax returns. Building new and strengthening existing client relationships while demonstrating basic knowledge of clients' businesses. Communicating and meeting with clients as requested; providing recommendations to assist clients with financial or tax needs. What experience and skills do I need to be successful? 3+ years in a similar role within a public accounting firm. Bachelor's Degree in Accounting highly desired or equivalent work experience. CPA certification highly desired or ability to attain. Great Perks and Benefits: Some major perks this firm can offer are long-term job stability, work-life balance to support raising a family, and significant opportunity to grow your career within the firm. In addition: Onsite, hybrid, or remote work arrangements. Remote work allowed. Relocation packages including ability to work remotely during transition to area. Competitive medical, dental, and vision insurance plans. FSA/HSA account options. Paid Time Off (PTO). 401k employer matching program to save for retirement. Tuition reimbursement, CPA assistance, and professional growth opportunities through continuing education. Supplemental insurance options for life, AD&D, STD, LTD, and critical illness. Bonuses for helping with business development leads. Incredible potential for upward mobility and career growth. What will my schedule look like? At MBE, you'll enjoy the challenge of meeting deadlines during tax season with up to 50-60 hours weeks and the remainder of the year work 30-40 hour weeks flexing the typical Monday-Friday 8a-5p schedule around any personal passions or family time. We also welcome part time and seasonal team members! So how can I be considered for these opportunities? First step is applying with your resume. Qualified candidates will then complete a phone screen with HR, followed by an interview with the MBE accounting team. What else are you hiring for? See all MBE Wealth's openings on our website or reach out to our lead recruiter, Brock Kazda, on LinkedIn. More about the MBE Affiliate Group: MBE CPAs is a team of accounting experts who use our industry-based knowledge to help others succeed in their financial journeys. We expanded our services from just accounting and tax to now include an entire affiliate group of services to support our clients with 19 office locations including 13 in Wisconsin in Black Earth, Door Country, Fort Atkinson, Mauston, Marshfield, Portage, Reedsburg, Sauk City, Sun Prairie, Tomah, Wausau, Wisconsin Dells-Lake Delton, and our corporate headquarters in Baraboo plus offices in Phoenix, Goodyear, and Chandler, Arizona, in Scottsbluff and Kimball, Nebraska, and Durango, Colorado.
05/24/2026
Full time
Job DescriptionJob Description What's the role? Tax Managers are a key part of the business tax team responsible for managing client relationships while ensuring final annual tax products and monthly financial work is produced and delivered to client within expected timelines. This includes: Preparing payroll, tax, and business records and reports. Preparing corporate and individual tax returns. Building new and strengthening existing client relationships while demonstrating basic knowledge of clients' businesses. Communicating and meeting with clients as requested; providing recommendations to assist clients with financial or tax needs. What experience and skills do I need to be successful? 3+ years in a similar role within a public accounting firm. Bachelor's Degree in Accounting highly desired or equivalent work experience. CPA certification highly desired or ability to attain. Great Perks and Benefits: Some major perks this firm can offer are long-term job stability, work-life balance to support raising a family, and significant opportunity to grow your career within the firm. In addition: Onsite, hybrid, or remote work arrangements. Remote work allowed. Relocation packages including ability to work remotely during transition to area. Competitive medical, dental, and vision insurance plans. FSA/HSA account options. Paid Time Off (PTO). 401k employer matching program to save for retirement. Tuition reimbursement, CPA assistance, and professional growth opportunities through continuing education. Supplemental insurance options for life, AD&D, STD, LTD, and critical illness. Bonuses for helping with business development leads. Incredible potential for upward mobility and career growth. What will my schedule look like? At MBE, you'll enjoy the challenge of meeting deadlines during tax season with up to 50-60 hours weeks and the remainder of the year work 30-40 hour weeks flexing the typical Monday-Friday 8a-5p schedule around any personal passions or family time. We also welcome part time and seasonal team members! So how can I be considered for these opportunities? First step is applying with your resume. Qualified candidates will then complete a phone screen with HR, followed by an interview with the MBE accounting team. What else are you hiring for? See all MBE Wealth's openings on our website or reach out to our lead recruiter, Brock Kazda, on LinkedIn. More about the MBE Affiliate Group: MBE CPAs is a team of accounting experts who use our industry-based knowledge to help others succeed in their financial journeys. We expanded our services from just accounting and tax to now include an entire affiliate group of services to support our clients with 19 office locations including 13 in Wisconsin in Black Earth, Door Country, Fort Atkinson, Mauston, Marshfield, Portage, Reedsburg, Sauk City, Sun Prairie, Tomah, Wausau, Wisconsin Dells-Lake Delton, and our corporate headquarters in Baraboo plus offices in Phoenix, Goodyear, and Chandler, Arizona, in Scottsbluff and Kimball, Nebraska, and Durango, Colorado.
Job DescriptionJob Description What's the role? Tax Managers are a key part of the business tax team responsible for managing client relationships while ensuring final annual tax products and monthly financial work is produced and delivered to client within expected timelines. This includes: Preparing payroll, tax, and business records and reports. Preparing corporate and individual tax returns. Building new and strengthening existing client relationships while demonstrating basic knowledge of clients' businesses. Communicating and meeting with clients as requested; providing recommendations to assist clients with financial or tax needs. What experience and skills do I need to be successful? 3+ years in a similar role within a public accounting firm. Bachelor's Degree in Accounting highly desired or equivalent work experience. CPA certification highly desired or ability to attain. Great Perks and Benefits: Some major perks this firm can offer are long-term job stability, work-life balance to support raising a family, and significant opportunity to grow your career within the firm. In addition: Onsite, hybrid, or remote work arrangements. Remote work allowed. Relocation packages including ability to work remotely during transition to area. Competitive medical, dental, and vision insurance plans. FSA/HSA account options. Paid Time Off (PTO). 401k employer matching program to save for retirement. Tuition reimbursement, CPA assistance, and professional growth opportunities through continuing education. Supplemental insurance options for life, AD&D, STD, LTD, and critical illness. Bonuses for helping with business development leads. Incredible potential for upward mobility and career growth. What will my schedule look like? At MBE, you'll enjoy the challenge of meeting deadlines during tax season with up to 50-60 hours weeks and the remainder of the year work 30-40 hour weeks flexing the typical Monday-Friday 8a-5p schedule around any personal passions or family time. We also welcome part time and seasonal team members! So how can I be considered for these opportunities? First step is applying with your resume. Qualified candidates will then complete a phone screen with HR, followed by an interview with the MBE accounting team. What else are you hiring for? See all MBE Wealth's openings on our website or reach out to our lead recruiter, Brock Kazda, on LinkedIn. More about the MBE Affiliate Group: MBE CPAs is a team of accounting experts who use our industry-based knowledge to help others succeed in their financial journeys. We expanded our services from just accounting and tax to now include an entire affiliate group of services to support our clients with 19 office locations including 13 in Wisconsin in Black Earth, Door Country, Fort Atkinson, Mauston, Marshfield, Portage, Reedsburg, Sauk City, Sun Prairie, Tomah, Wausau, Wisconsin Dells-Lake Delton, and our corporate headquarters in Baraboo plus offices in Phoenix, Goodyear, and Chandler, Arizona, in Scottsbluff and Kimball, Nebraska, and Durango, Colorado.
05/24/2026
Full time
Job DescriptionJob Description What's the role? Tax Managers are a key part of the business tax team responsible for managing client relationships while ensuring final annual tax products and monthly financial work is produced and delivered to client within expected timelines. This includes: Preparing payroll, tax, and business records and reports. Preparing corporate and individual tax returns. Building new and strengthening existing client relationships while demonstrating basic knowledge of clients' businesses. Communicating and meeting with clients as requested; providing recommendations to assist clients with financial or tax needs. What experience and skills do I need to be successful? 3+ years in a similar role within a public accounting firm. Bachelor's Degree in Accounting highly desired or equivalent work experience. CPA certification highly desired or ability to attain. Great Perks and Benefits: Some major perks this firm can offer are long-term job stability, work-life balance to support raising a family, and significant opportunity to grow your career within the firm. In addition: Onsite, hybrid, or remote work arrangements. Remote work allowed. Relocation packages including ability to work remotely during transition to area. Competitive medical, dental, and vision insurance plans. FSA/HSA account options. Paid Time Off (PTO). 401k employer matching program to save for retirement. Tuition reimbursement, CPA assistance, and professional growth opportunities through continuing education. Supplemental insurance options for life, AD&D, STD, LTD, and critical illness. Bonuses for helping with business development leads. Incredible potential for upward mobility and career growth. What will my schedule look like? At MBE, you'll enjoy the challenge of meeting deadlines during tax season with up to 50-60 hours weeks and the remainder of the year work 30-40 hour weeks flexing the typical Monday-Friday 8a-5p schedule around any personal passions or family time. We also welcome part time and seasonal team members! So how can I be considered for these opportunities? First step is applying with your resume. Qualified candidates will then complete a phone screen with HR, followed by an interview with the MBE accounting team. What else are you hiring for? See all MBE Wealth's openings on our website or reach out to our lead recruiter, Brock Kazda, on LinkedIn. More about the MBE Affiliate Group: MBE CPAs is a team of accounting experts who use our industry-based knowledge to help others succeed in their financial journeys. We expanded our services from just accounting and tax to now include an entire affiliate group of services to support our clients with 19 office locations including 13 in Wisconsin in Black Earth, Door Country, Fort Atkinson, Mauston, Marshfield, Portage, Reedsburg, Sauk City, Sun Prairie, Tomah, Wausau, Wisconsin Dells-Lake Delton, and our corporate headquarters in Baraboo plus offices in Phoenix, Goodyear, and Chandler, Arizona, in Scottsbluff and Kimball, Nebraska, and Durango, Colorado.
Job DescriptionJob Description What's the role? Tax Managers are a key part of the business tax team responsible for managing client relationships while ensuring final annual tax products and monthly financial work is produced and delivered to client within expected timelines. This includes: Preparing payroll, tax, and business records and reports. Preparing corporate and individual tax returns. Building new and strengthening existing client relationships while demonstrating basic knowledge of clients' businesses. Communicating and meeting with clients as requested; providing recommendations to assist clients with financial or tax needs. What experience and skills do I need to be successful? 3+ years in a similar role within a public accounting firm. Bachelor's Degree in Accounting highly desired or equivalent work experience. CPA certification highly desired or ability to attain. Great Perks and Benefits: Some major perks this firm can offer are long-term job stability, work-life balance to support raising a family, and significant opportunity to grow your career within the firm. In addition: Onsite, hybrid, or remote work arrangements. Remote work allowed. Relocation packages including ability to work remotely during transition to area. Competitive medical, dental, and vision insurance plans. FSA/HSA account options. Paid Time Off (PTO). 401k employer matching program to save for retirement. Tuition reimbursement, CPA assistance, and professional growth opportunities through continuing education. Supplemental insurance options for life, AD&D, STD, LTD, and critical illness. Bonuses for helping with business development leads. Incredible potential for upward mobility and career growth. What will my schedule look like? At MBE, you'll enjoy the challenge of meeting deadlines during tax season with up to 50-60 hours weeks and the remainder of the year work 30-40 hour weeks flexing the typical Monday-Friday 8a-5p schedule around any personal passions or family time. We also welcome part time and seasonal team members! So how can I be considered for these opportunities? First step is applying with your resume. Qualified candidates will then complete a phone screen with HR, followed by an interview with the MBE accounting team. What else are you hiring for? See all MBE Wealth's openings on our website or reach out to our lead recruiter, Brock Kazda, on LinkedIn. More about the MBE Affiliate Group: MBE CPAs is a team of accounting experts who use our industry-based knowledge to help others succeed in their financial journeys. We expanded our services from just accounting and tax to now include an entire affiliate group of services to support our clients with 19 office locations including 13 in Wisconsin in Black Earth, Door Country, Fort Atkinson, Mauston, Marshfield, Portage, Reedsburg, Sauk City, Sun Prairie, Tomah, Wausau, Wisconsin Dells-Lake Delton, and our corporate headquarters in Baraboo plus offices in Phoenix, Goodyear, and Chandler, Arizona, in Scottsbluff and Kimball, Nebraska, and Durango, Colorado.
05/24/2026
Full time
Job DescriptionJob Description What's the role? Tax Managers are a key part of the business tax team responsible for managing client relationships while ensuring final annual tax products and monthly financial work is produced and delivered to client within expected timelines. This includes: Preparing payroll, tax, and business records and reports. Preparing corporate and individual tax returns. Building new and strengthening existing client relationships while demonstrating basic knowledge of clients' businesses. Communicating and meeting with clients as requested; providing recommendations to assist clients with financial or tax needs. What experience and skills do I need to be successful? 3+ years in a similar role within a public accounting firm. Bachelor's Degree in Accounting highly desired or equivalent work experience. CPA certification highly desired or ability to attain. Great Perks and Benefits: Some major perks this firm can offer are long-term job stability, work-life balance to support raising a family, and significant opportunity to grow your career within the firm. In addition: Onsite, hybrid, or remote work arrangements. Remote work allowed. Relocation packages including ability to work remotely during transition to area. Competitive medical, dental, and vision insurance plans. FSA/HSA account options. Paid Time Off (PTO). 401k employer matching program to save for retirement. Tuition reimbursement, CPA assistance, and professional growth opportunities through continuing education. Supplemental insurance options for life, AD&D, STD, LTD, and critical illness. Bonuses for helping with business development leads. Incredible potential for upward mobility and career growth. What will my schedule look like? At MBE, you'll enjoy the challenge of meeting deadlines during tax season with up to 50-60 hours weeks and the remainder of the year work 30-40 hour weeks flexing the typical Monday-Friday 8a-5p schedule around any personal passions or family time. We also welcome part time and seasonal team members! So how can I be considered for these opportunities? First step is applying with your resume. Qualified candidates will then complete a phone screen with HR, followed by an interview with the MBE accounting team. What else are you hiring for? See all MBE Wealth's openings on our website or reach out to our lead recruiter, Brock Kazda, on LinkedIn. More about the MBE Affiliate Group: MBE CPAs is a team of accounting experts who use our industry-based knowledge to help others succeed in their financial journeys. We expanded our services from just accounting and tax to now include an entire affiliate group of services to support our clients with 19 office locations including 13 in Wisconsin in Black Earth, Door Country, Fort Atkinson, Mauston, Marshfield, Portage, Reedsburg, Sauk City, Sun Prairie, Tomah, Wausau, Wisconsin Dells-Lake Delton, and our corporate headquarters in Baraboo plus offices in Phoenix, Goodyear, and Chandler, Arizona, in Scottsbluff and Kimball, Nebraska, and Durango, Colorado.
Job DescriptionJob Description What's the role? Tax Managers are a key part of the business tax team responsible for managing client relationships while ensuring final annual tax products and monthly financial work is produced and delivered to client within expected timelines. This includes: Preparing payroll, tax, and business records and reports. Preparing corporate and individual tax returns. Building new and strengthening existing client relationships while demonstrating basic knowledge of clients' businesses. Communicating and meeting with clients as requested; providing recommendations to assist clients with financial or tax needs. What experience and skills do I need to be successful? 3+ years in a similar role within a public accounting firm. Bachelor's Degree in Accounting highly desired or equivalent work experience. CPA certification highly desired or ability to attain. Great Perks and Benefits: Some major perks this firm can offer are long-term job stability, work-life balance to support raising a family, and significant opportunity to grow your career within the firm. In addition: Onsite, hybrid, or remote work arrangements. Remote work allowed. Relocation packages including ability to work remotely during transition to area. Competitive medical, dental, and vision insurance plans. FSA/HSA account options. Paid Time Off (PTO). 401k employer matching program to save for retirement. Tuition reimbursement, CPA assistance, and professional growth opportunities through continuing education. Supplemental insurance options for life, AD&D, STD, LTD, and critical illness. Bonuses for helping with business development leads. Incredible potential for upward mobility and career growth. What will my schedule look like? At MBE, you'll enjoy the challenge of meeting deadlines during tax season with up to 50-60 hours weeks and the remainder of the year work 30-40 hour weeks flexing the typical Monday-Friday 8a-5p schedule around any personal passions or family time. We also welcome part time and seasonal team members! So how can I be considered for these opportunities? First step is applying with your resume. Qualified candidates will then complete a phone screen with HR, followed by an interview with the MBE accounting team. What else are you hiring for? See all MBE Wealth's openings on our website or reach out to our lead recruiter, Brock Kazda, on LinkedIn. More about the MBE Affiliate Group: MBE CPAs is a team of accounting experts who use our industry-based knowledge to help others succeed in their financial journeys. We expanded our services from just accounting and tax to now include an entire affiliate group of services to support our clients with 19 office locations including 13 in Wisconsin in Black Earth, Door Country, Fort Atkinson, Mauston, Marshfield, Portage, Reedsburg, Sauk City, Sun Prairie, Tomah, Wausau, Wisconsin Dells-Lake Delton, and our corporate headquarters in Baraboo plus offices in Phoenix, Goodyear, and Chandler, Arizona, in Scottsbluff and Kimball, Nebraska, and Durango, Colorado.
05/24/2026
Full time
Job DescriptionJob Description What's the role? Tax Managers are a key part of the business tax team responsible for managing client relationships while ensuring final annual tax products and monthly financial work is produced and delivered to client within expected timelines. This includes: Preparing payroll, tax, and business records and reports. Preparing corporate and individual tax returns. Building new and strengthening existing client relationships while demonstrating basic knowledge of clients' businesses. Communicating and meeting with clients as requested; providing recommendations to assist clients with financial or tax needs. What experience and skills do I need to be successful? 3+ years in a similar role within a public accounting firm. Bachelor's Degree in Accounting highly desired or equivalent work experience. CPA certification highly desired or ability to attain. Great Perks and Benefits: Some major perks this firm can offer are long-term job stability, work-life balance to support raising a family, and significant opportunity to grow your career within the firm. In addition: Onsite, hybrid, or remote work arrangements. Remote work allowed. Relocation packages including ability to work remotely during transition to area. Competitive medical, dental, and vision insurance plans. FSA/HSA account options. Paid Time Off (PTO). 401k employer matching program to save for retirement. Tuition reimbursement, CPA assistance, and professional growth opportunities through continuing education. Supplemental insurance options for life, AD&D, STD, LTD, and critical illness. Bonuses for helping with business development leads. Incredible potential for upward mobility and career growth. What will my schedule look like? At MBE, you'll enjoy the challenge of meeting deadlines during tax season with up to 50-60 hours weeks and the remainder of the year work 30-40 hour weeks flexing the typical Monday-Friday 8a-5p schedule around any personal passions or family time. We also welcome part time and seasonal team members! So how can I be considered for these opportunities? First step is applying with your resume. Qualified candidates will then complete a phone screen with HR, followed by an interview with the MBE accounting team. What else are you hiring for? See all MBE Wealth's openings on our website or reach out to our lead recruiter, Brock Kazda, on LinkedIn. More about the MBE Affiliate Group: MBE CPAs is a team of accounting experts who use our industry-based knowledge to help others succeed in their financial journeys. We expanded our services from just accounting and tax to now include an entire affiliate group of services to support our clients with 19 office locations including 13 in Wisconsin in Black Earth, Door Country, Fort Atkinson, Mauston, Marshfield, Portage, Reedsburg, Sauk City, Sun Prairie, Tomah, Wausau, Wisconsin Dells-Lake Delton, and our corporate headquarters in Baraboo plus offices in Phoenix, Goodyear, and Chandler, Arizona, in Scottsbluff and Kimball, Nebraska, and Durango, Colorado.
Job DescriptionJob Description What's the role? Tax Managers are a key part of the business tax team responsible for managing client relationships while ensuring final annual tax products and monthly financial work is produced and delivered to client within expected timelines. This includes: Preparing payroll, tax, and business records and reports. Preparing corporate and individual tax returns. Building new and strengthening existing client relationships while demonstrating basic knowledge of clients' businesses. Communicating and meeting with clients as requested; providing recommendations to assist clients with financial or tax needs. What experience and skills do I need to be successful? 3+ years in a similar role within a public accounting firm. Bachelor's Degree in Accounting highly desired or equivalent work experience. CPA certification highly desired or ability to attain. Great Perks and Benefits: Some major perks this firm can offer are long-term job stability, work-life balance to support raising a family, and significant opportunity to grow your career within the firm. In addition: Onsite, hybrid, or remote work arrangements. Remote work allowed. Relocation packages including ability to work remotely during transition to area. Competitive medical, dental, and vision insurance plans. FSA/HSA account options. Paid Time Off (PTO). 401k employer matching program to save for retirement. Tuition reimbursement, CPA assistance, and professional growth opportunities through continuing education. Supplemental insurance options for life, AD&D, STD, LTD, and critical illness. Bonuses for helping with business development leads. Incredible potential for upward mobility and career growth. What will my schedule look like? At MBE, you'll enjoy the challenge of meeting deadlines during tax season with up to 50-60 hours weeks and the remainder of the year work 30-40 hour weeks flexing the typical Monday-Friday 8a-5p schedule around any personal passions or family time. We also welcome part time and seasonal team members! So how can I be considered for these opportunities? First step is applying with your resume. Qualified candidates will then complete a phone screen with HR, followed by an interview with the MBE accounting team. What else are you hiring for? See all MBE Wealth's openings on our website or reach out to our lead recruiter, Brock Kazda, on LinkedIn. More about the MBE Affiliate Group: MBE CPAs is a team of accounting experts who use our industry-based knowledge to help others succeed in their financial journeys. We expanded our services from just accounting and tax to now include an entire affiliate group of services to support our clients with 19 office locations including 13 in Wisconsin in Black Earth, Door Country, Fort Atkinson, Mauston, Marshfield, Portage, Reedsburg, Sauk City, Sun Prairie, Tomah, Wausau, Wisconsin Dells-Lake Delton, and our corporate headquarters in Baraboo plus offices in Phoenix, Goodyear, and Chandler, Arizona, in Scottsbluff and Kimball, Nebraska, and Durango, Colorado.
05/24/2026
Full time
Job DescriptionJob Description What's the role? Tax Managers are a key part of the business tax team responsible for managing client relationships while ensuring final annual tax products and monthly financial work is produced and delivered to client within expected timelines. This includes: Preparing payroll, tax, and business records and reports. Preparing corporate and individual tax returns. Building new and strengthening existing client relationships while demonstrating basic knowledge of clients' businesses. Communicating and meeting with clients as requested; providing recommendations to assist clients with financial or tax needs. What experience and skills do I need to be successful? 3+ years in a similar role within a public accounting firm. Bachelor's Degree in Accounting highly desired or equivalent work experience. CPA certification highly desired or ability to attain. Great Perks and Benefits: Some major perks this firm can offer are long-term job stability, work-life balance to support raising a family, and significant opportunity to grow your career within the firm. In addition: Onsite, hybrid, or remote work arrangements. Remote work allowed. Relocation packages including ability to work remotely during transition to area. Competitive medical, dental, and vision insurance plans. FSA/HSA account options. Paid Time Off (PTO). 401k employer matching program to save for retirement. Tuition reimbursement, CPA assistance, and professional growth opportunities through continuing education. Supplemental insurance options for life, AD&D, STD, LTD, and critical illness. Bonuses for helping with business development leads. Incredible potential for upward mobility and career growth. What will my schedule look like? At MBE, you'll enjoy the challenge of meeting deadlines during tax season with up to 50-60 hours weeks and the remainder of the year work 30-40 hour weeks flexing the typical Monday-Friday 8a-5p schedule around any personal passions or family time. We also welcome part time and seasonal team members! So how can I be considered for these opportunities? First step is applying with your resume. Qualified candidates will then complete a phone screen with HR, followed by an interview with the MBE accounting team. What else are you hiring for? See all MBE Wealth's openings on our website or reach out to our lead recruiter, Brock Kazda, on LinkedIn. More about the MBE Affiliate Group: MBE CPAs is a team of accounting experts who use our industry-based knowledge to help others succeed in their financial journeys. We expanded our services from just accounting and tax to now include an entire affiliate group of services to support our clients with 19 office locations including 13 in Wisconsin in Black Earth, Door Country, Fort Atkinson, Mauston, Marshfield, Portage, Reedsburg, Sauk City, Sun Prairie, Tomah, Wausau, Wisconsin Dells-Lake Delton, and our corporate headquarters in Baraboo plus offices in Phoenix, Goodyear, and Chandler, Arizona, in Scottsbluff and Kimball, Nebraska, and Durango, Colorado.
Job DescriptionJob Description What's the role? Tax Managers are a key part of the business tax team responsible for managing client relationships while ensuring final annual tax products and monthly financial work is produced and delivered to client within expected timelines. This includes: Preparing payroll, tax, and business records and reports. Preparing corporate and individual tax returns. Building new and strengthening existing client relationships while demonstrating basic knowledge of clients' businesses. Communicating and meeting with clients as requested; providing recommendations to assist clients with financial or tax needs. What experience and skills do I need to be successful? 3+ years in a similar role within a public accounting firm. Bachelor's Degree in Accounting highly desired or equivalent work experience. CPA certification highly desired or ability to attain. Great Perks and Benefits: Some major perks this firm can offer are long-term job stability, work-life balance to support raising a family, and significant opportunity to grow your career within the firm. In addition: Onsite, hybrid, or remote work arrangements. Remote work allowed. Relocation packages including ability to work remotely during transition to area. Competitive medical, dental, and vision insurance plans. FSA/HSA account options. Paid Time Off (PTO). 401k employer matching program to save for retirement. Tuition reimbursement, CPA assistance, and professional growth opportunities through continuing education. Supplemental insurance options for life, AD&D, STD, LTD, and critical illness. Bonuses for helping with business development leads. Incredible potential for upward mobility and career growth. What will my schedule look like? At MBE, you'll enjoy the challenge of meeting deadlines during tax season with up to 50-60 hours weeks and the remainder of the year work 30-40 hour weeks flexing the typical Monday-Friday 8a-5p schedule around any personal passions or family time. We also welcome part time and seasonal team members! So how can I be considered for these opportunities? First step is applying with your resume. Qualified candidates will then complete a phone screen with HR, followed by an interview with the MBE accounting team. What else are you hiring for? See all MBE Wealth's openings on our website or reach out to our lead recruiter, Brock Kazda, on LinkedIn. More about the MBE Affiliate Group: MBE CPAs is a team of accounting experts who use our industry-based knowledge to help others succeed in their financial journeys. We expanded our services from just accounting and tax to now include an entire affiliate group of services to support our clients with 19 office locations including 13 in Wisconsin in Black Earth, Door Country, Fort Atkinson, Mauston, Marshfield, Portage, Reedsburg, Sauk City, Sun Prairie, Tomah, Wausau, Wisconsin Dells-Lake Delton, and our corporate headquarters in Baraboo plus offices in Phoenix, Goodyear, and Chandler, Arizona, in Scottsbluff and Kimball, Nebraska, and Durango, Colorado.
05/24/2026
Full time
Job DescriptionJob Description What's the role? Tax Managers are a key part of the business tax team responsible for managing client relationships while ensuring final annual tax products and monthly financial work is produced and delivered to client within expected timelines. This includes: Preparing payroll, tax, and business records and reports. Preparing corporate and individual tax returns. Building new and strengthening existing client relationships while demonstrating basic knowledge of clients' businesses. Communicating and meeting with clients as requested; providing recommendations to assist clients with financial or tax needs. What experience and skills do I need to be successful? 3+ years in a similar role within a public accounting firm. Bachelor's Degree in Accounting highly desired or equivalent work experience. CPA certification highly desired or ability to attain. Great Perks and Benefits: Some major perks this firm can offer are long-term job stability, work-life balance to support raising a family, and significant opportunity to grow your career within the firm. In addition: Onsite, hybrid, or remote work arrangements. Remote work allowed. Relocation packages including ability to work remotely during transition to area. Competitive medical, dental, and vision insurance plans. FSA/HSA account options. Paid Time Off (PTO). 401k employer matching program to save for retirement. Tuition reimbursement, CPA assistance, and professional growth opportunities through continuing education. Supplemental insurance options for life, AD&D, STD, LTD, and critical illness. Bonuses for helping with business development leads. Incredible potential for upward mobility and career growth. What will my schedule look like? At MBE, you'll enjoy the challenge of meeting deadlines during tax season with up to 50-60 hours weeks and the remainder of the year work 30-40 hour weeks flexing the typical Monday-Friday 8a-5p schedule around any personal passions or family time. We also welcome part time and seasonal team members! So how can I be considered for these opportunities? First step is applying with your resume. Qualified candidates will then complete a phone screen with HR, followed by an interview with the MBE accounting team. What else are you hiring for? See all MBE Wealth's openings on our website or reach out to our lead recruiter, Brock Kazda, on LinkedIn. More about the MBE Affiliate Group: MBE CPAs is a team of accounting experts who use our industry-based knowledge to help others succeed in their financial journeys. We expanded our services from just accounting and tax to now include an entire affiliate group of services to support our clients with 19 office locations including 13 in Wisconsin in Black Earth, Door Country, Fort Atkinson, Mauston, Marshfield, Portage, Reedsburg, Sauk City, Sun Prairie, Tomah, Wausau, Wisconsin Dells-Lake Delton, and our corporate headquarters in Baraboo plus offices in Phoenix, Goodyear, and Chandler, Arizona, in Scottsbluff and Kimball, Nebraska, and Durango, Colorado.
Job DescriptionJob Description What's the role? Tax Managers are a key part of the business tax team responsible for managing client relationships while ensuring final annual tax products and monthly financial work is produced and delivered to client within expected timelines. This includes: Preparing payroll, tax, and business records and reports. Preparing corporate and individual tax returns. Building new and strengthening existing client relationships while demonstrating basic knowledge of clients' businesses. Communicating and meeting with clients as requested; providing recommendations to assist clients with financial or tax needs. What experience and skills do I need to be successful? 3+ years in a similar role within a public accounting firm. Bachelor's Degree in Accounting highly desired or equivalent work experience. CPA certification highly desired or ability to attain. Great Perks and Benefits: Some major perks this firm can offer are long-term job stability, work-life balance to support raising a family, and significant opportunity to grow your career within the firm. In addition: Onsite, hybrid, or remote work arrangements. Remote work allowed. Relocation packages including ability to work remotely during transition to area. Competitive medical, dental, and vision insurance plans. FSA/HSA account options. Paid Time Off (PTO). 401k employer matching program to save for retirement. Tuition reimbursement, CPA assistance, and professional growth opportunities through continuing education. Supplemental insurance options for life, AD&D, STD, LTD, and critical illness. Bonuses for helping with business development leads. Incredible potential for upward mobility and career growth. What will my schedule look like? At MBE, you'll enjoy the challenge of meeting deadlines during tax season with up to 50-60 hours weeks and the remainder of the year work 30-40 hour weeks flexing the typical Monday-Friday 8a-5p schedule around any personal passions or family time. We also welcome part time and seasonal team members! So how can I be considered for these opportunities? First step is applying with your resume. Qualified candidates will then complete a phone screen with HR, followed by an interview with the MBE accounting team. What else are you hiring for? See all MBE Wealth's openings on our website or reach out to our lead recruiter, Brock Kazda, on LinkedIn. More about the MBE Affiliate Group: MBE CPAs is a team of accounting experts who use our industry-based knowledge to help others succeed in their financial journeys. We expanded our services from just accounting and tax to now include an entire affiliate group of services to support our clients with 19 office locations including 13 in Wisconsin in Black Earth, Door Country, Fort Atkinson, Mauston, Marshfield, Portage, Reedsburg, Sauk City, Sun Prairie, Tomah, Wausau, Wisconsin Dells-Lake Delton, and our corporate headquarters in Baraboo plus offices in Phoenix, Goodyear, and Chandler, Arizona, in Scottsbluff and Kimball, Nebraska, and Durango, Colorado.
05/23/2026
Full time
Job DescriptionJob Description What's the role? Tax Managers are a key part of the business tax team responsible for managing client relationships while ensuring final annual tax products and monthly financial work is produced and delivered to client within expected timelines. This includes: Preparing payroll, tax, and business records and reports. Preparing corporate and individual tax returns. Building new and strengthening existing client relationships while demonstrating basic knowledge of clients' businesses. Communicating and meeting with clients as requested; providing recommendations to assist clients with financial or tax needs. What experience and skills do I need to be successful? 3+ years in a similar role within a public accounting firm. Bachelor's Degree in Accounting highly desired or equivalent work experience. CPA certification highly desired or ability to attain. Great Perks and Benefits: Some major perks this firm can offer are long-term job stability, work-life balance to support raising a family, and significant opportunity to grow your career within the firm. In addition: Onsite, hybrid, or remote work arrangements. Remote work allowed. Relocation packages including ability to work remotely during transition to area. Competitive medical, dental, and vision insurance plans. FSA/HSA account options. Paid Time Off (PTO). 401k employer matching program to save for retirement. Tuition reimbursement, CPA assistance, and professional growth opportunities through continuing education. Supplemental insurance options for life, AD&D, STD, LTD, and critical illness. Bonuses for helping with business development leads. Incredible potential for upward mobility and career growth. What will my schedule look like? At MBE, you'll enjoy the challenge of meeting deadlines during tax season with up to 50-60 hours weeks and the remainder of the year work 30-40 hour weeks flexing the typical Monday-Friday 8a-5p schedule around any personal passions or family time. We also welcome part time and seasonal team members! So how can I be considered for these opportunities? First step is applying with your resume. Qualified candidates will then complete a phone screen with HR, followed by an interview with the MBE accounting team. What else are you hiring for? See all MBE Wealth's openings on our website or reach out to our lead recruiter, Brock Kazda, on LinkedIn. More about the MBE Affiliate Group: MBE CPAs is a team of accounting experts who use our industry-based knowledge to help others succeed in their financial journeys. We expanded our services from just accounting and tax to now include an entire affiliate group of services to support our clients with 19 office locations including 13 in Wisconsin in Black Earth, Door Country, Fort Atkinson, Mauston, Marshfield, Portage, Reedsburg, Sauk City, Sun Prairie, Tomah, Wausau, Wisconsin Dells-Lake Delton, and our corporate headquarters in Baraboo plus offices in Phoenix, Goodyear, and Chandler, Arizona, in Scottsbluff and Kimball, Nebraska, and Durango, Colorado.
Tax Manager Amherst Campus Full Time JR6945 Amherst has taken a leadership role among highly selective liberal arts colleges and universities in successfully diversifying the racial, socio-economic, and geographic profile of its student body. The College is similarly committed to enriching its educational experience and its culture through the diversity of its faculty, administration and staff. Job Description: Amherst College invites applications for the Tax Manager position. The Tax Manager is a full-time, year-round position. The expected salary range for this job opportunity is: $95,000 - $110,000. The salary offered will vary based on a number of factors, including but not limited to relevant education, training, and experience, tenure status, and other nondiscriminatory business considerations. Amherst College is pleased to provide a comprehensive, highly competitive benefits package that meets the needs of staff and faculty and their families. Click here for Benefits Information . Amherst College is seeking a highly skilled individual to lead our institutional tax strategy and assist with other accounting, analysis, and special projects within the Office of the Controller and general finance areas of the College. Reporting to the Assistant Controller, amongst other roles, this individual is responsible for ensuring the Institution remains in full compliance with federal, state, and local tax laws. This position is eligible to participate in Amherst College's hybrid work program (workers must reside in Massachusetts or Connecticut). Summary of Responsibilities General Tax Specialist: Ensures the College remains in full compliance with federal, state, and local tax laws. Guides the College, both on a macro level and specific to individual department needs, on tax law requirements and planning. Unrelated Business Income Tax (UBIT): Conducts annual reviews of activities (e.g., athletics, facility rentals, advertising, etc.) to identify, calculate, and report UBIT. Tax Forms Preparation: Leads the administration, preparation, review, and timely filing of the IRS Form 990 and 990-T, similar Commonwealth of MA tax forms, and other states as needed by UBIT calculations, ensuring accurate disclosure of governance and financial data. International Tax Compliance: Manages Non-Resident Alien (NRA) taxation for payments to international students, visiting faculty and other visitors utilizing comprehensive compliance software (Tax Navigator & FNIS (Foreign National Information System designed to gather data and process residency verification and treaty benefit eligibility to ensure accurate tax withholding and reporting. Responsibilities also include the analysis of documentation through Tax Navigator and approval of payments issued to international visitors through Accounts Payable, the administration of the FNIS process and tax liability calculation on scholarship awards to international students, the security administration of Tax Compliance Software, and the completion and timely filing of the annual 1042-S and 1042 Forms. Student Tax Reporting: Oversees the accurate administration of IRS Form 1098-T to students and the IRS. Tax-Exempt Bond Compliance: Assists treasury colleagues in monitoring "private business use" of campus facilities financed through tax-exempt bonds to ensure the College remains within IRS limits. Investment Accounting Backup: Serves as the backup for the Assistant Controller for administrative and accounting purposes in the area of the endowment and other investments. Project/Analysis: Administers and leads selective projects and analysis needs identified by finance leadership, within and outside of the tax area. Required Qualifications Bachelor's Degree; degree in finance or accounting. 3 to 5 years of related experience. An equivalent combination of education/experience in lieu of the minimum education and related experience. Preferred Knowledge & Skills Higher Ed Tax Expertise: In-depth knowledge of IRS 501(c)(3) tax regulations, specifically those relating to higher educational institutions. Experience with completing Forms 990 and 990T, and similar forms. Tax Research and Interpretation: Ability to interpret complex IRS private letter rulings, general IRS regulations, and court decisions related to tax issues. Ability to incorporate required changes in business processes to comply with tax regulations. Accounting Expertise: Demonstrated knowledge of GAAP, general ledgers, higher education financial statements, and working within an audited environment. Technical Proficiency: Experience with Workday, Microsoft Excel, Tax Navigator (or similar system (Sprintax, Glacier). Communication: Proven ability to translate complex tax implications to non-financial stakeholders, such as colleagues and Trustees. Excellent interpersonal skills with the ability to navigate difficult conversations. Preferred Qualifications Education: Bachelor's degree in taxation and/or accounting. Certification: Certified Public Accountant. Experience: Four years in a tax position within a higher education institution. Interested candidates are asked to submit a resume and cover letter online at . Please be sure to upload all requested documents prior to clicking Submit. Applications cannot be revised once submitted. (Current employees and students should apply by clicking on the Jobs Hub icon from their Workday home screen.) Review of applications will begin immediately and will continue until the position is filled. Amherst College is committed to an inclusive hiring process and will provide reasonable accommodations for candidates throughout the application and interview process upon request. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. To apply, visit Copyright 2025 Inc. All rights reserved. Posted by the FREE value-added recruitment advertising agency jeid-446e8809e4bac84abeff616a66bd4ac0
05/22/2026
Full time
Tax Manager Amherst Campus Full Time JR6945 Amherst has taken a leadership role among highly selective liberal arts colleges and universities in successfully diversifying the racial, socio-economic, and geographic profile of its student body. The College is similarly committed to enriching its educational experience and its culture through the diversity of its faculty, administration and staff. Job Description: Amherst College invites applications for the Tax Manager position. The Tax Manager is a full-time, year-round position. The expected salary range for this job opportunity is: $95,000 - $110,000. The salary offered will vary based on a number of factors, including but not limited to relevant education, training, and experience, tenure status, and other nondiscriminatory business considerations. Amherst College is pleased to provide a comprehensive, highly competitive benefits package that meets the needs of staff and faculty and their families. Click here for Benefits Information . Amherst College is seeking a highly skilled individual to lead our institutional tax strategy and assist with other accounting, analysis, and special projects within the Office of the Controller and general finance areas of the College. Reporting to the Assistant Controller, amongst other roles, this individual is responsible for ensuring the Institution remains in full compliance with federal, state, and local tax laws. This position is eligible to participate in Amherst College's hybrid work program (workers must reside in Massachusetts or Connecticut). Summary of Responsibilities General Tax Specialist: Ensures the College remains in full compliance with federal, state, and local tax laws. Guides the College, both on a macro level and specific to individual department needs, on tax law requirements and planning. Unrelated Business Income Tax (UBIT): Conducts annual reviews of activities (e.g., athletics, facility rentals, advertising, etc.) to identify, calculate, and report UBIT. Tax Forms Preparation: Leads the administration, preparation, review, and timely filing of the IRS Form 990 and 990-T, similar Commonwealth of MA tax forms, and other states as needed by UBIT calculations, ensuring accurate disclosure of governance and financial data. International Tax Compliance: Manages Non-Resident Alien (NRA) taxation for payments to international students, visiting faculty and other visitors utilizing comprehensive compliance software (Tax Navigator & FNIS (Foreign National Information System designed to gather data and process residency verification and treaty benefit eligibility to ensure accurate tax withholding and reporting. Responsibilities also include the analysis of documentation through Tax Navigator and approval of payments issued to international visitors through Accounts Payable, the administration of the FNIS process and tax liability calculation on scholarship awards to international students, the security administration of Tax Compliance Software, and the completion and timely filing of the annual 1042-S and 1042 Forms. Student Tax Reporting: Oversees the accurate administration of IRS Form 1098-T to students and the IRS. Tax-Exempt Bond Compliance: Assists treasury colleagues in monitoring "private business use" of campus facilities financed through tax-exempt bonds to ensure the College remains within IRS limits. Investment Accounting Backup: Serves as the backup for the Assistant Controller for administrative and accounting purposes in the area of the endowment and other investments. Project/Analysis: Administers and leads selective projects and analysis needs identified by finance leadership, within and outside of the tax area. Required Qualifications Bachelor's Degree; degree in finance or accounting. 3 to 5 years of related experience. An equivalent combination of education/experience in lieu of the minimum education and related experience. Preferred Knowledge & Skills Higher Ed Tax Expertise: In-depth knowledge of IRS 501(c)(3) tax regulations, specifically those relating to higher educational institutions. Experience with completing Forms 990 and 990T, and similar forms. Tax Research and Interpretation: Ability to interpret complex IRS private letter rulings, general IRS regulations, and court decisions related to tax issues. Ability to incorporate required changes in business processes to comply with tax regulations. Accounting Expertise: Demonstrated knowledge of GAAP, general ledgers, higher education financial statements, and working within an audited environment. Technical Proficiency: Experience with Workday, Microsoft Excel, Tax Navigator (or similar system (Sprintax, Glacier). Communication: Proven ability to translate complex tax implications to non-financial stakeholders, such as colleagues and Trustees. Excellent interpersonal skills with the ability to navigate difficult conversations. Preferred Qualifications Education: Bachelor's degree in taxation and/or accounting. Certification: Certified Public Accountant. Experience: Four years in a tax position within a higher education institution. Interested candidates are asked to submit a resume and cover letter online at . Please be sure to upload all requested documents prior to clicking Submit. Applications cannot be revised once submitted. (Current employees and students should apply by clicking on the Jobs Hub icon from their Workday home screen.) Review of applications will begin immediately and will continue until the position is filled. Amherst College is committed to an inclusive hiring process and will provide reasonable accommodations for candidates throughout the application and interview process upon request. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. To apply, visit Copyright 2025 Inc. All rights reserved. Posted by the FREE value-added recruitment advertising agency jeid-446e8809e4bac84abeff616a66bd4ac0
Description: Tax Manager Location: New York, NY (Hybrid) Employment Type: Full-Time Supervisory Role A professional services firm is seeking an experienced Tax Manager to join its tax advisory practice supporting clients in the consumer-focused sector. This role leads tax compliance, planning, and consulting engagements while managing a team of tax professionals and serving as a key client advisor. The position requires strong technical expertise in corporate and flow-through taxation, along with the ability to oversee complex engagements, guide staff development, and deliver strategic tax solutions aligned with client business objectives. Key Responsibilities Tax Compliance & Technical Oversight Oversee preparation and review of federal, state, and local tax filings, with emphasis on corporate returns Ensure accuracy, timeliness, and compliance with applicable tax regulations Maintain and supervise tax documentation and supporting workpapers Conduct technical research on complex tax matters and provide practical solutions Tax Planning & Advisory Services Develop and implement tax strategies to optimize client tax positions Identify planning opportunities to reduce overall tax exposure Provide proactive advisory support tailored to industry-specific business models Communicate regulatory updates and their impact on client operations Client Relationship Management Serve as primary point of contact for assigned clients Build and maintain strong advisory relationships with business owners and finance teams Translate complex tax concepts into clear, actionable guidance Understand client operations and align tax strategies with business goals Leadership & Team Development Supervise, mentor, and develop junior and mid-level tax staff Review work product and provide technical guidance and feedback Support recruitment, training, and professional development initiatives Foster a collaborative and high-performance team environment Operational & Project Management Manage engagement timelines, budgets, and deliverables Improve internal processes and workflow efficiency within tax engagements Participate in firm initiatives and knowledge-sharing efforts Stay current on evolving tax laws and regulatory changes affecting corporate and partnership structures Qualifications Bachelor's degree in Accounting, Finance, or related field Active CPA license required 5+ years of progressive tax experience in public accounting or advisory services Strong background in corporate and partnership taxation Experience working with clients in consumer-focused or product-based industries preferred Proven leadership and team management experience Strong analytical and problem-solving skills Excellent communication and client-facing abilities Proficiency with tax software and Microsoft Office Suite Compensation Competitive salary range aligned with experience and qualifications We are an equal opportunity employer and comply with all applicable federal, state, and local fair employment practices laws. We strictly prohibit and do not tolerate discrimination against employees, applicants, or any other covered persons because of race, color, religion, creed, national origin or ancestry, ethnicity, sex, sexual orientation, gender (including gender identity and expression), marital or familial status, age, physical or mental disability, perceived disability, citizenship status, service in the uniformed services, genetic information, height, weight, or any other characteristic protected under applicable federal, state, or local law. Applications from members of minority groups and women are encouraged. Responsibilities: Skills:
05/18/2026
Full time
Description: Tax Manager Location: New York, NY (Hybrid) Employment Type: Full-Time Supervisory Role A professional services firm is seeking an experienced Tax Manager to join its tax advisory practice supporting clients in the consumer-focused sector. This role leads tax compliance, planning, and consulting engagements while managing a team of tax professionals and serving as a key client advisor. The position requires strong technical expertise in corporate and flow-through taxation, along with the ability to oversee complex engagements, guide staff development, and deliver strategic tax solutions aligned with client business objectives. Key Responsibilities Tax Compliance & Technical Oversight Oversee preparation and review of federal, state, and local tax filings, with emphasis on corporate returns Ensure accuracy, timeliness, and compliance with applicable tax regulations Maintain and supervise tax documentation and supporting workpapers Conduct technical research on complex tax matters and provide practical solutions Tax Planning & Advisory Services Develop and implement tax strategies to optimize client tax positions Identify planning opportunities to reduce overall tax exposure Provide proactive advisory support tailored to industry-specific business models Communicate regulatory updates and their impact on client operations Client Relationship Management Serve as primary point of contact for assigned clients Build and maintain strong advisory relationships with business owners and finance teams Translate complex tax concepts into clear, actionable guidance Understand client operations and align tax strategies with business goals Leadership & Team Development Supervise, mentor, and develop junior and mid-level tax staff Review work product and provide technical guidance and feedback Support recruitment, training, and professional development initiatives Foster a collaborative and high-performance team environment Operational & Project Management Manage engagement timelines, budgets, and deliverables Improve internal processes and workflow efficiency within tax engagements Participate in firm initiatives and knowledge-sharing efforts Stay current on evolving tax laws and regulatory changes affecting corporate and partnership structures Qualifications Bachelor's degree in Accounting, Finance, or related field Active CPA license required 5+ years of progressive tax experience in public accounting or advisory services Strong background in corporate and partnership taxation Experience working with clients in consumer-focused or product-based industries preferred Proven leadership and team management experience Strong analytical and problem-solving skills Excellent communication and client-facing abilities Proficiency with tax software and Microsoft Office Suite Compensation Competitive salary range aligned with experience and qualifications We are an equal opportunity employer and comply with all applicable federal, state, and local fair employment practices laws. We strictly prohibit and do not tolerate discrimination against employees, applicants, or any other covered persons because of race, color, religion, creed, national origin or ancestry, ethnicity, sex, sexual orientation, gender (including gender identity and expression), marital or familial status, age, physical or mental disability, perceived disability, citizenship status, service in the uniformed services, genetic information, height, weight, or any other characteristic protected under applicable federal, state, or local law. Applications from members of minority groups and women are encouraged. Responsibilities: Skills:
North Easton Savings Bank
South Easton, Massachusetts
Description: Here at North Easton Savings Bank, we exist to invest our time and resources locally and to improve the quality of living, working and raising a family in each of the communities we serve. We take great pride in being recognized as a Top Place to Work. Our commitment to growth and innovation extends well beyond the communities we serve and the products and services we offer. Whether you are a seasoned professional or just starting out, by joining the NESB team today , you're taking a step towards investing in your tomorrow . Shop Local. Bank Local. Work Local. Under the supervision of the Collections Manager, performs a variety of financial and regulatory tasks to collect delinquent Residential, Consumer and Commercial loans ensuring compliance with all state and federal lending regulations. This is a hybrid position reporting to the Bank's main office in South Easton, MA 2 - 3 times per week. Only candidates currently located within a reasonable commuting distance will be considered. Essential Job Responsibilities The essential functions include, but are not limited to the following: Performs collection activities on all residential and consumer loans serviced including participation and investor loans in adherence to all applicable federal, state, local regulations, investor guidelines, mortgage insurance guidelines, and servicing agreements. Reviews delinquent accounts to ensure payments are properly credited in compliance with state and federal lending regulations. Includes review of the unapplied report Contacts customers regarding delinquent accounts according to schedules established by the Bank or investors by telephone, letters, and personal visits. Research's lost checks and payments and recommends account updates based on research. Provides recommendations for repossessions, charge offs and foreclosures to the Collections Manager. Under the guidance of the Collections Manager, coordinates legal action with attorneys. Ensures the Bank's reporting to the credit bureaus is accurate. Processes all inquiries regarding credit reporting through E- Oscar, ensuring the response is processed within regulatory guidelines. Orders property inspections and valuations on past due loans and delinquent tax loans. Works with vendors on securing collateral, including OREO properties and vehicles. Recommends and negotiates loan modification and other loss mitigation solutions as appropriate. Underwrites the hardship packages in accordance with Bank guidelines, investor guidelines and PMI guidelines, when applicable. Assists in the prepares of all delinquency and collection area reports for management and the Boards. Ensures that all collection activities are properly conducted and documented. All documentation is maintained and held in accordance with the retention guidelines. Processes monthly default reporting within the established guidelines for all investor, participation, and Private Mortgage Insurance Companies. Reviews and updates monitoring of non-escrow delinquent real estate taxes on a quarterly basis. Conducts follow up as necessary until the issue is resolved. Participates in the delinquent tax review quarterly meeting. Files small claims actions and represents the Bank at court proceedings on delinquent or charged off loans. Monitors and manages accounts with customers in bankruptcy. Updates the core system accordingly for accurate reporting. Obtains appraisals on delinquent real estate or OREO (Other Real Estate Owned) per practice. Assists the Collections Manager with facilitating the preservation and disposition of OREO property. Assists in the preparation for the sale of repossessed collateral per Bank policy. Utilizes the Bank's collection platform to create efficiency in monitoring and improve reporting. Maintains thorough knowledge and understanding of Bank policies, procedures, guidelines, and philosophies. Ensures compliance with all applicable federal, state, and local regulation including but not limited to: Fair Debt Collections Practices Act, 940 CMR 7.00: Debt Collection Regulations, MGL Chapter 194 An Act Preventing Unlawful and Unnecessary Foreclosures, UDAAP, RESPA, Flood Disaster Protection Act, Fair Credit Reporting, Regulation Z (Truth in Lending), Regulation B (CRA), Bank Secrecy Act, Regulation P (Privacy of Consumer Financial Information), Service Members Civil Relief Act of 2003. Assisting in loan servicing activities and other duties as assigned. Requirements: Bachelor's degree preferred; high school diploma or equivalent coupled with relevant comparable work experience required. Minimum 5 (five) years relevant experience, preferably within a financial institution. Strong knowledge of Fannie Mae, Freddie Mac, SBA or PMI servicing default guidelines and collections required. Strong verbal, written, and human relations skills. High level of attention to detail, and the ability to meet deadlines. Ability to deal tactfully with customers. Bi-lingual ability is a plus. The pay range for this position is based on the lowest to highest salary we reasonably and in good faith expect to pay for this position at the time of this posting. Actual pay will depend upon several factors including, but not limited to, relevant education, qualifications, certifications, experience, business or organizational needs, affordability and market pay. The posted range may be modified in the future as market data or organizational priorities change. Physical Demands This position is an office-based position in terms of physical demand. Employees are expected to be able to operate their fingers and hands to perform functions such as typing, writing, and filing. Employees must also be able to move throughout the office with ease while also being able to sit for extended periods of time. Employees must be able to see and hear in an office setting that does include much noise going on around one's workspace. While this job is mainly clerical, there are instances in which employees must be able to transport up to 20 pounds. Note The above is a description of the ordinary duties of the position. It should be expected that from time-to-time other duties (both related and unrelated to the above) may be assigned and are therefore required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. This position is not subject to SAFE Act Registration Requirements. Pursuant to the SAFE Act requirements, all applicants for employment who will be engaged in residential loan mortgage originations (as defined by the SAFE Act) must register with the federal registry system and maintain a status in good standing under the SAFE Act requirements. North Easton Savings Bank is dedicated to being an equal opportunity workplace. To reach and maintain this goal, the Bank strictly prohibits harassment and discrimination based on gender, sex, race, ethnic background, age, physical disability, mental disability, and anything else protected by law. North Easton Savings Bank welcomes diversity and we believe that diversity is the root of successful teams and an overall successful workplace. NESB123 Compensation details: 23-30.5 Hourly Wage PIe6b446ee195f-6457
05/15/2026
Full time
Description: Here at North Easton Savings Bank, we exist to invest our time and resources locally and to improve the quality of living, working and raising a family in each of the communities we serve. We take great pride in being recognized as a Top Place to Work. Our commitment to growth and innovation extends well beyond the communities we serve and the products and services we offer. Whether you are a seasoned professional or just starting out, by joining the NESB team today , you're taking a step towards investing in your tomorrow . Shop Local. Bank Local. Work Local. Under the supervision of the Collections Manager, performs a variety of financial and regulatory tasks to collect delinquent Residential, Consumer and Commercial loans ensuring compliance with all state and federal lending regulations. This is a hybrid position reporting to the Bank's main office in South Easton, MA 2 - 3 times per week. Only candidates currently located within a reasonable commuting distance will be considered. Essential Job Responsibilities The essential functions include, but are not limited to the following: Performs collection activities on all residential and consumer loans serviced including participation and investor loans in adherence to all applicable federal, state, local regulations, investor guidelines, mortgage insurance guidelines, and servicing agreements. Reviews delinquent accounts to ensure payments are properly credited in compliance with state and federal lending regulations. Includes review of the unapplied report Contacts customers regarding delinquent accounts according to schedules established by the Bank or investors by telephone, letters, and personal visits. Research's lost checks and payments and recommends account updates based on research. Provides recommendations for repossessions, charge offs and foreclosures to the Collections Manager. Under the guidance of the Collections Manager, coordinates legal action with attorneys. Ensures the Bank's reporting to the credit bureaus is accurate. Processes all inquiries regarding credit reporting through E- Oscar, ensuring the response is processed within regulatory guidelines. Orders property inspections and valuations on past due loans and delinquent tax loans. Works with vendors on securing collateral, including OREO properties and vehicles. Recommends and negotiates loan modification and other loss mitigation solutions as appropriate. Underwrites the hardship packages in accordance with Bank guidelines, investor guidelines and PMI guidelines, when applicable. Assists in the prepares of all delinquency and collection area reports for management and the Boards. Ensures that all collection activities are properly conducted and documented. All documentation is maintained and held in accordance with the retention guidelines. Processes monthly default reporting within the established guidelines for all investor, participation, and Private Mortgage Insurance Companies. Reviews and updates monitoring of non-escrow delinquent real estate taxes on a quarterly basis. Conducts follow up as necessary until the issue is resolved. Participates in the delinquent tax review quarterly meeting. Files small claims actions and represents the Bank at court proceedings on delinquent or charged off loans. Monitors and manages accounts with customers in bankruptcy. Updates the core system accordingly for accurate reporting. Obtains appraisals on delinquent real estate or OREO (Other Real Estate Owned) per practice. Assists the Collections Manager with facilitating the preservation and disposition of OREO property. Assists in the preparation for the sale of repossessed collateral per Bank policy. Utilizes the Bank's collection platform to create efficiency in monitoring and improve reporting. Maintains thorough knowledge and understanding of Bank policies, procedures, guidelines, and philosophies. Ensures compliance with all applicable federal, state, and local regulation including but not limited to: Fair Debt Collections Practices Act, 940 CMR 7.00: Debt Collection Regulations, MGL Chapter 194 An Act Preventing Unlawful and Unnecessary Foreclosures, UDAAP, RESPA, Flood Disaster Protection Act, Fair Credit Reporting, Regulation Z (Truth in Lending), Regulation B (CRA), Bank Secrecy Act, Regulation P (Privacy of Consumer Financial Information), Service Members Civil Relief Act of 2003. Assisting in loan servicing activities and other duties as assigned. Requirements: Bachelor's degree preferred; high school diploma or equivalent coupled with relevant comparable work experience required. Minimum 5 (five) years relevant experience, preferably within a financial institution. Strong knowledge of Fannie Mae, Freddie Mac, SBA or PMI servicing default guidelines and collections required. Strong verbal, written, and human relations skills. High level of attention to detail, and the ability to meet deadlines. Ability to deal tactfully with customers. Bi-lingual ability is a plus. The pay range for this position is based on the lowest to highest salary we reasonably and in good faith expect to pay for this position at the time of this posting. Actual pay will depend upon several factors including, but not limited to, relevant education, qualifications, certifications, experience, business or organizational needs, affordability and market pay. The posted range may be modified in the future as market data or organizational priorities change. Physical Demands This position is an office-based position in terms of physical demand. Employees are expected to be able to operate their fingers and hands to perform functions such as typing, writing, and filing. Employees must also be able to move throughout the office with ease while also being able to sit for extended periods of time. Employees must be able to see and hear in an office setting that does include much noise going on around one's workspace. While this job is mainly clerical, there are instances in which employees must be able to transport up to 20 pounds. Note The above is a description of the ordinary duties of the position. It should be expected that from time-to-time other duties (both related and unrelated to the above) may be assigned and are therefore required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. This position is not subject to SAFE Act Registration Requirements. Pursuant to the SAFE Act requirements, all applicants for employment who will be engaged in residential loan mortgage originations (as defined by the SAFE Act) must register with the federal registry system and maintain a status in good standing under the SAFE Act requirements. North Easton Savings Bank is dedicated to being an equal opportunity workplace. To reach and maintain this goal, the Bank strictly prohibits harassment and discrimination based on gender, sex, race, ethnic background, age, physical disability, mental disability, and anything else protected by law. North Easton Savings Bank welcomes diversity and we believe that diversity is the root of successful teams and an overall successful workplace. NESB123 Compensation details: 23-30.5 Hourly Wage PIe6b446ee195f-6457
North Easton Savings Bank
South Easton, Massachusetts
Description: Here at North Easton Savings Bank, we exist to invest our time and resources locally and to improve the quality of living, working and raising a family in each of the communities we serve. We take great pride in being recognized as a Top Place to Work. Our commitment to growth and innovation extends well beyond the communities we serve and the products and services we offer. Whether you are a seasoned professional or just starting out, by joining the NESB team today , you're taking a step towards investing in your tomorrow . Shop Local. Bank Local. Work Local. This is a hybrid position reporting to the Bank's main office in South Easton, MA 2 - 3 times per week. Only candidates currently located within a reasonable commuting distance will be considered. Position Summary Under the supervision of the Loan Servicing Manager, the Loan Servicing Operations Specialist ensures that loan data meets established quality standards by performing loan documentation and data integrity reviews on all new residential, consumer, and commercial loans. Essential Job Functions/Responsibilities The essential functions include, but are not limited to the following: Reviews a variety of loan servicing reports including, but not limited to, critical maintenance, unapplied funds, minor change reports, loan exception report and index rate schedule reports to ensure all system maintenance is completed within established department procedures. Pays and tracks real estate taxes, private mortgage insurance, homeowners and flood insurance for escrow accounts. Establish and maintain escrowed and non-escrowed loans, including taxes and insurance. Completes the HELOC end of draw process. Responsible for the abandoned property checks process. Reviews loans with $0.00 balance, escrow balances higher than principal balance and overridden transactions. Performs review of all maintenance entered on the core and ensures supporting documentation is on file. Performs a thorough review of adjustable-rate loan notices to ensure interest rate adjustments are in accordance with the loan terms. Assists in the preparation of the quarterly internal compliance review. Takes initiative to work with various loan departments to research and resolve discrepancies identified during the review of the loan. Prepares and images commercial loan files as part of the review process. Verifies consumer and residential loan files are available in the imaging system. Prepares discharges and ensures compliance with regulatory guidelines. Assists management with special departmental projects as needed. Process charge offs, delinquent loan payments and/or other collections duties under the guidance/instruction of the Collections Manager. Participates in department cross train initiatives to ensure proper coverage when needed. This includes writing and updating procedures to be reviewed and approved by peers, management, and compliance as applicable. Maintains thorough knowledge and understanding of Bank policies, procedures, guidelines, and philosophies. Ensures compliance with all applicable federal, state, and local regulations. Requirements: Minimum Qualifications (Education/Knowledge, Skills, & Abilities) High school diploma or equivalent required; Bachelor's degree preferred. Minimum 2- 3 years loan servicing or loan operations experience within a financial institution. Experience with Insight or other similar core systems required. Strong understanding of residential mortgage, home equity, and consumer loan products, including structure, servicing requirements, and lifecycle, with broad knowledge of consumer and residential lending products and services; foundational knowledge of commercial loans preferred. Proficient in multi-tasking in a team-oriented environment focused on the highest level of customer service. Strong attention to detail and organizational skills. Excellent oral and written communication skills with the ability to effectively communicate with the team, other internal departments and customers with tact and professionalism. Exercises independent judgment in identifying, researching, and resolving servicing issues, and takes ownership of assigned processes/loan portfolio. Proficient with Microsoft Office suite of products. Proven ability to provide outstanding customer service while maintaining the Bank's policies and procedures. The pay range for this position is based on the lowest to highest salary we reasonably and in good faith expect to pay for this position at the time of this posting. Actual pay will depend upon several factors including, but not limited to, relevant education, qualifications, certifications, experience, business or organizational needs, affordability and market pay. The posted range may be modified in the future as market data or organizational priorities change. Physical Demands This position is an office-based position in terms of physical demand. Employees are expected to be able to operate their fingers and hands to perform functions such as typing, writing, and filing. Employees must also be able to move throughout the office with ease while also being able to sit for extended periods of time. Employees must be able to see and hear in an office setting that does include much noise going on around one's workspace. While this job is mainly clerical, there are instances in which employees must be able to transport up to 20 pounds. Work Environment This job operates in a bank branch office. It is a professional environment. Note This position is an office-based position in terms of physical demand. Employees are expected to be able to operate their fingers and hands to perform functions such as typing, writing, and filing. Employees must also be able to move throughout the office with ease while also being able to sit for extended periods of time. Employees must be able to see and hear in an office setting that does include much noise going on around one's workspace. While this job is mainly clerical, there are instances in which employees must be able to transport up to 20 pounds. Compensation details: 21-26 Hourly Wage PI4a6dbddfb6bb-0182
05/03/2026
Full time
Description: Here at North Easton Savings Bank, we exist to invest our time and resources locally and to improve the quality of living, working and raising a family in each of the communities we serve. We take great pride in being recognized as a Top Place to Work. Our commitment to growth and innovation extends well beyond the communities we serve and the products and services we offer. Whether you are a seasoned professional or just starting out, by joining the NESB team today , you're taking a step towards investing in your tomorrow . Shop Local. Bank Local. Work Local. This is a hybrid position reporting to the Bank's main office in South Easton, MA 2 - 3 times per week. Only candidates currently located within a reasonable commuting distance will be considered. Position Summary Under the supervision of the Loan Servicing Manager, the Loan Servicing Operations Specialist ensures that loan data meets established quality standards by performing loan documentation and data integrity reviews on all new residential, consumer, and commercial loans. Essential Job Functions/Responsibilities The essential functions include, but are not limited to the following: Reviews a variety of loan servicing reports including, but not limited to, critical maintenance, unapplied funds, minor change reports, loan exception report and index rate schedule reports to ensure all system maintenance is completed within established department procedures. Pays and tracks real estate taxes, private mortgage insurance, homeowners and flood insurance for escrow accounts. Establish and maintain escrowed and non-escrowed loans, including taxes and insurance. Completes the HELOC end of draw process. Responsible for the abandoned property checks process. Reviews loans with $0.00 balance, escrow balances higher than principal balance and overridden transactions. Performs review of all maintenance entered on the core and ensures supporting documentation is on file. Performs a thorough review of adjustable-rate loan notices to ensure interest rate adjustments are in accordance with the loan terms. Assists in the preparation of the quarterly internal compliance review. Takes initiative to work with various loan departments to research and resolve discrepancies identified during the review of the loan. Prepares and images commercial loan files as part of the review process. Verifies consumer and residential loan files are available in the imaging system. Prepares discharges and ensures compliance with regulatory guidelines. Assists management with special departmental projects as needed. Process charge offs, delinquent loan payments and/or other collections duties under the guidance/instruction of the Collections Manager. Participates in department cross train initiatives to ensure proper coverage when needed. This includes writing and updating procedures to be reviewed and approved by peers, management, and compliance as applicable. Maintains thorough knowledge and understanding of Bank policies, procedures, guidelines, and philosophies. Ensures compliance with all applicable federal, state, and local regulations. Requirements: Minimum Qualifications (Education/Knowledge, Skills, & Abilities) High school diploma or equivalent required; Bachelor's degree preferred. Minimum 2- 3 years loan servicing or loan operations experience within a financial institution. Experience with Insight or other similar core systems required. Strong understanding of residential mortgage, home equity, and consumer loan products, including structure, servicing requirements, and lifecycle, with broad knowledge of consumer and residential lending products and services; foundational knowledge of commercial loans preferred. Proficient in multi-tasking in a team-oriented environment focused on the highest level of customer service. Strong attention to detail and organizational skills. Excellent oral and written communication skills with the ability to effectively communicate with the team, other internal departments and customers with tact and professionalism. Exercises independent judgment in identifying, researching, and resolving servicing issues, and takes ownership of assigned processes/loan portfolio. Proficient with Microsoft Office suite of products. Proven ability to provide outstanding customer service while maintaining the Bank's policies and procedures. The pay range for this position is based on the lowest to highest salary we reasonably and in good faith expect to pay for this position at the time of this posting. Actual pay will depend upon several factors including, but not limited to, relevant education, qualifications, certifications, experience, business or organizational needs, affordability and market pay. The posted range may be modified in the future as market data or organizational priorities change. Physical Demands This position is an office-based position in terms of physical demand. Employees are expected to be able to operate their fingers and hands to perform functions such as typing, writing, and filing. Employees must also be able to move throughout the office with ease while also being able to sit for extended periods of time. Employees must be able to see and hear in an office setting that does include much noise going on around one's workspace. While this job is mainly clerical, there are instances in which employees must be able to transport up to 20 pounds. Work Environment This job operates in a bank branch office. It is a professional environment. Note This position is an office-based position in terms of physical demand. Employees are expected to be able to operate their fingers and hands to perform functions such as typing, writing, and filing. Employees must also be able to move throughout the office with ease while also being able to sit for extended periods of time. Employees must be able to see and hear in an office setting that does include much noise going on around one's workspace. While this job is mainly clerical, there are instances in which employees must be able to transport up to 20 pounds. Compensation details: 21-26 Hourly Wage PI4a6dbddfb6bb-0182
