Are you looking for a role where you form close relationships with entrepreneurial business owners, not only helping their business tax needs, but helping their personal planning needs as well? Would you like something different than a high-volume environment, moving to one where high quality, deeper dives, and strategic ideas seeing the whole big picture, the end game, is valued? Are you looking for more of a work-life balance where 80-90 hour works weeks during tax season are not expected?
Chortek LLP in Waukesha, WI, is currently seeking an Experienced Tax Manager to join our team. Senior Tax Accountants and Tax Managers will work on a wide variety of tax engagements for our entrepreneurial owners, their business and investment enterprises, and their trusts, focusing on developing tax planning strategies, and preparation and review of income tax returns. If you enjoy a fast pace, challenging projects, continuously learning and interacting with clients, your opportunity to grow with the firm and develop your skills is unlimited. We also offer a proven work/life balance within a relaxed yet professional environment.
Review (and prepare in limited cases) Partnership, S-corporation and C-corporation tax returns, including multi-state filings
Review (and prepare in limited cases) Individual and Trust tax returns
Interact directly with clients and other Team Members to develop and implement proactive tax planning strategies considering the entire client relationship
Train Tax Associates and lead in-house training activities for professionals
Stay abreast of current tax law and communicate opportunities to Team Members
Makes personal development a priority, seeking feedback and opportunities to grow
Dedicates necessary effort to complete assignments accurately and on time
Adheres to firm values
5+ year of relevant experience to the listed responsibilities
Maintains a valid CPA credential
Ability to work independently
Advanced understanding of income tax law; including knowledge of individual, fiduciary and business entity tax return fundamentals
Strong interpersonal communication skills
Proficiency with ProSystem Fx Tax and Fixed Asset programs is ideal
About Chortek LLP
Chortek is a leading professional services firm with deep industry experience delivering accounting, auditing, and tax compliance services, coupled with value-driven technology solutions and tailored M&A offerings.
Chortek advises business leaders and individuals on innovative ways to protect assets and enhance efficiencies through a consistent, client-centric experience.
Our goal: Success for the life of your business.
While our service pages can tell you what we do and how we do it, helping you achieve success as a business owner is the why behind what we do. Providing you with timely information, advice, and decision-making expertise will help you achieve true prosperity in every part of your business, through every stage of its growth. We have relationships with bankers, attorneys, and other professionals. These relationships assist us in our goal of helping you succeed in your business.
Successful businesses don’t just equal success for the business owner. If your business grows, you can provide family-supporting jobs, build stronger communities, and reach higher philanthropic goals.
It’s the why behind what we do that has kept us in business for over 70 years. ...We don’t believe in a one-size-fits-all solution. First, we will listen to your needs. Then, we will use that understanding to support your business goals, supplying meaningful and forward-thinking advice. It’s this approach that has helped us work with closely-held businesses to achieve their financial goals in a competitive, global marketplace since 1947.