Lucida Tax + Accounting Solutions
Senior Tax Manager
At Lucida, we're more than just a full-service accounting firm; we're a community of over 100 professionals across four locations, dedicated to providing exceptional service. As a proud member of the American Institute of Certified Public Accountants, Wisconsin Institute of Certified Public Accountants, and the National Association of Certified Valuation Analysts, we specialize in supporting closely held companies in diverse sectors including healthcare, real estate, construction, manufacturing, the arts, and more.
Our mission is to simplify complexities for our clients, offering a collaborative environment that fosters innovative strategies and operational excellence.
Supervisory Responsibilities
Oversee staff who help with the preparation of returns.
Maintain client and staff relationships
Duties / Responsibilities
Prepare and review business and individual tax returns
Tax planning and projections requested by clients
Research tax issues
Provide recommendations for process improvements
Maintain an understanding and knowledge of changes in tax law by reading professional literature or attending tax seminars and training courses
Consult with clients to develop a basic understanding of their financial affairs and the scope of their tax liabilities
Answer calls and emails from clients in a timely manner
Develop and maintain relationships with key stakeholders, including clients, regulators, and industry organizations
Transfer expertise of industry knowledge, trends and best practices to others in the firm
Perform other related duties as assigned
Required Skills / Abilities
Positive attitude and willingness to learn
General proficiency with Microsoft Teams, Excel, Word, and Outlook
Ability to learn from previous experiences and apply knowledge to future assignments
Quality communication between other staff and clients
Ability to manage and develop new staff members
Attention to detail and organized
Be a team player
Education and Experience
Bachelor’s degree required
CPA, EA, or JD - required
At least 8 full busy seasons worked in the tax profession helping to prepare and review individual and business tax returns
Experience with Thomson Reuters suite preferred
Benefits
Medical insurance
Vision insurance
401(k)
Location: Milwaukee, WI
#J-18808-Ljbffr
Our mission is to simplify complexities for our clients, offering a collaborative environment that fosters innovative strategies and operational excellence.
Supervisory Responsibilities
Oversee staff who help with the preparation of returns.
Maintain client and staff relationships
Duties / Responsibilities
Prepare and review business and individual tax returns
Tax planning and projections requested by clients
Research tax issues
Provide recommendations for process improvements
Maintain an understanding and knowledge of changes in tax law by reading professional literature or attending tax seminars and training courses
Consult with clients to develop a basic understanding of their financial affairs and the scope of their tax liabilities
Answer calls and emails from clients in a timely manner
Develop and maintain relationships with key stakeholders, including clients, regulators, and industry organizations
Transfer expertise of industry knowledge, trends and best practices to others in the firm
Perform other related duties as assigned
Required Skills / Abilities
Positive attitude and willingness to learn
General proficiency with Microsoft Teams, Excel, Word, and Outlook
Ability to learn from previous experiences and apply knowledge to future assignments
Quality communication between other staff and clients
Ability to manage and develop new staff members
Attention to detail and organized
Be a team player
Education and Experience
Bachelor’s degree required
CPA, EA, or JD - required
At least 8 full busy seasons worked in the tax profession helping to prepare and review individual and business tax returns
Experience with Thomson Reuters suite preferred
Benefits
Medical insurance
Vision insurance
401(k)
Location: Milwaukee, WI
#J-18808-Ljbffr