Entry Level Tax Accountant, Senior Tax Accountant, and/or CPA

Business & Tax Systems, LLC is a reputable small to mid-sized CPA firm situated in downtown Fort Atkinson. During the off-season, our staff benefits from flexible schedules; we value working hard while enjoying all that Wisconsin has to offer.

Business & Tax Systems, LLC, is seeking a tax professional to join our team. We are a stable firm with a strong client base in need of an individual to help maintain and grow existing client relationships. This role will serve as a trusted advisor, providing tax preparation, analysis, planning, and compliance services to clients. Because this position involves direct client interaction, the ideal candidate should have excellent communication skills, enjoy building strong client relationships, and be dedicated to delivering professional, high-quality service. If you're interested in starting and/or advancing your career, passionate about tax and accounting, and enjoy developing client relationships, we want to hear from you. 

For the right candidate, there may soon be an opportunity for partnership in the firm. Two of the four partners plan to transition in the next few years, and all four partners are willing and eager to mentor a new hire in the upcoming years to help with their client relationships, making this an outstanding opportunity. Our firm has an open-door policy and collaborates with everyone every day.

We welcome applicants of all experience levels, whether recent graduates or seasoned professionals in the accounting industry. If a new hire does not have their CPA, we will support and assist them through that process, as we have with other new hires. 

Responsibilities

•  Prepare corporate, partnership, individual, trust, and estate tax returns.
• Work directly with clients from the initial meeting through the completion of the engagement.
• Participate in creating and developing processes that enhance the client experience and increase efficiency.
• Analyze client financial information, assess their needs, and determine strategies required to meet their objectives.
• Assist in the preparation of compiled and reviewed financial statements.

Qualifications

• Experience in preparing individual, corporate, partnership, trust, and estate returns is preferred, but we are 100% willing to train the right candidate. 
• Financial statement preparation experience is preferred.
• Excellent research, interpersonal, and writing skills.
• Bachelor’s degree in accounting or a related field.
• Willingness to work as part of a team in a small firm environment.
• Ability to build and maintain client relationships.
• A licensed CPA is preferred, and as we discussed above, we will support and assist the right candidate to achieve their CPA designation.