Stonehaven Wealth & Tax Solutions, LLC
Tax Manager (Hybrid)
Stonehaven Wealth & Tax Solutions, LLC, Appleton, Wisconsin, United States, 54914
Stonehaven Wealth & Tax is hiring a Tax Manager (CPA or EA required) with at least 8 years of public accounting experience. This role focuses on business and individual tax filings, high-net-worth client services, estate planning, and proactive tax strategy. What You’ll Do Prepare and review tax returns (individual, S-Corp, C-Corp, Partnership, LLC) Develop and implement tax strategies for businesses & high-net-worth clients Advise on mergers, acquisitions, and estate planning Manage client relationships and provide proactive financial guidance What We’re Looking For CPA or EA designation 8+ years public accounting experience Strong knowledge of tax code & financial regulations Proficiency with QuickBooks, Drake, and Excel Excellent client communication & relationship skills Employment Type: Full Time Years Experience: 5 - 10 years Salary: $80,000 - $160,000 Annual Bonus/Commission: Yes