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Tax Director
Ref No.: 17-00233
Location: Milwaukee, Wisconsin
CPA Tax Director - Milwaukee WI

VALiNTRY’s CPA Division works exclusively in Public Accounting as a premier, nationwide provider of staffing services for Big 4, Large, Mid-size and Small firms. As a result, recent public accounting experience is required.
 
About this Opportunity:
We are a top 15 full-service accounting and advisory firm with specialized professionals who connect with you and your business through refreshing candor and clear industry insight.
Our vision is to become America's Finest Professional Services Firm. It is a big goal, but one that we believe is within reach. 
We live core values of integrity, passion and stewardship. They are our north star and represent who we are, what we stand for and what we are working together to achieve. 
Our shared commitment to these values makes us Valued Business Advisors for our clients and enables the value they deliver to society. 

Responsibilities
  • Provide tax planning and consulting to our firm's high net worth clients for estate, wills and trusts taxation, and individual income taxes. Interact closely with client's other advisors such as attorneys and financial asset managers.  
  • Research and consult on tax matters, primarily in the federal estate, gift, charitable planning, and generation-skipping tax and individual arenas.
  • Consult, work with, and service clients to make recommendations on business succession planning and serve as a business advisor to client.
  • Pursue new business development. Maintain primary and active relationships with key business contacts, key clients and referral sources.
  • Identify additional areas of service to offer current clients. Convert opportunities for additional service and new business into engagements for the firm.
  • Oversee project management, billing and collections for client work.
  • Manage and lead the staff through counsel, guidance and coaching. Evaluate performance and work efforts; participate in performance appraisals process.
  • Demonstrate excellent team skills, positive attitude and high ethical standards.
  • Comply with continuing education requirements; participate in professional organizations, independent study, etc.
Qualifications
  • Bachelor’s Degree in Business Administration or related field required.
  • CPA or JD required, Master's Degree in Tax preferred.
  • Ten (10) plus years of relevant progressive tax consulting and compliance experience, in public accounting or consulting, including a minimum of six (6) years of supervisory responsibilities.
  • Experience in financial modeling and analysis.
  • Ability to lead and supervise others, provide exceptional client service, demonstrate commitment to continuous learning in order to stay current regarding applicable strategies, see the "big picture" as well as the details, display appropriate ethical knowledge and commitment, and exhibit a sense of urgency and commitment to quality and the timely completion of duties.
Education:
Bachelor's Degree in Accounting
CPA or JD required

Required Experience:
10+ years public accounting experience

Fun Facts About Milwaukee, WI
  • Milwaukee is the largest city in the state of Wisconsin.
  • Milwaukee is located on Lake Michigan, the second largest of the five Great Lakes with 22,300 square miles of fresh water.
  • The Milwaukee RiverWalk spans nearly 3 miles along the Milwaukee River.
For immediate consideration please send your Resume/CV to joe@valintry.com
 
Joe DiGennaro
1201 S. Orlando Avenue, Suite 440
Winter Park, FL 32789

T: 407-392-3128 | M: 407-917-7584
E: joe@valintry.com
W: VALiNTRY.com

As a reminder, we can only represent candidates with recent public accounting experience. Thank you for understanding.