Accounting, Best Practices, Budgeting, Business Development, Certified Public Accountant (CPA), Coaching, Communication Skills, Compensation and Benefits, Customer Relations, Customer Relationship Management (CRM), Develop and Maintain Customers, Entrepreneurship, Financial Planning, Interpersonal Skills, Marketing Plan, Mentoring, Microsoft Excel, Microsoft Office, Microsoft Outlook, Microsoft PowerPoint, Microsoft Word, Multitasking, Needs Assessment, Organizational Skills, Public Accounting, Research Skills, Safety/Work Safety, Small Business, Tax Accounting, Tax Planning, Tax Regulations, Tax Returns, Team Building, Team Lead/Manager, Team Player, Time Management, Work From Home
Make a difference. Empower clients. Lead the future of tax and tax advisory services.
Join Berndt CPA LLC - one of Wisconsin's top-rated accounting firms - as a Senior Tax Accountant.
Position Summary
The Senior Tax Accountant is responsible for preparing and reviewing business and individual tax returns, performing tax research, and serving as a client liaison to support long-term financial planning. This role is ideal for a candidate with strong tax knowledge and a passion for client relationships and mentorship. You will collaborate with firm partners, coach junior team members, and support business development initiatives.
Description of Duties
Tax Technical Responsibilities
- Prepare and review complex business returns (Forms 1120, 1120S, 1065) and individual tax returns.
- Create and review detailed work papers to support tax filings.
- Conduct tax research using platforms such as Checkpoint and other firm tools and clearly communicate findings to clients.
- Deliver high-quality work within expected timeframes and budget parameters.
- Support partners and senior leaders in identifying and pursuing new business opportunities.
- Develop and begin executing a Personal Marketing Plan.
- Mentor and lead a high-performing tax team: promote continuous learning
Client Relationship Management
- Establish and maintain strong trusted client relationships through regular communication and occasional on-site visits.
- Act as a trusted advisor to clients by understanding their goals and delivering proactive tax guidance.
- Demonstrate a thorough knowledge of client businesses and industries.
Team Leadership and Development
- Mentor and train entry-level staff and interns by offering guidance and serving as a professional role model.
- Support team collaboration and knowledge sharing.
Recommended Skills and Qualifications
- Bachelor's degree in accounting or related field.
- CPA license or actively pursuing CPA designation.
- Minimum of 2 years' experience in public or private accounting.
- Strong proficiency in Microsoft Office (Excel, Word, PowerPoint, Outlook).
- Demonstrated ability to manage multiple priorities independently.
- Experience in a paperless office environment is preferred.
- Excellent communication, interpersonal, and organizational skills.
- Entrepreneurial spirit with a proactive, solution-oriented mindset.
Best Practices for Success in This Role
- Foster personalized client relationships by tailoring strategies to individual and business needs.
- Embrace multiple communication methods (e.g., email, phone, video) to stay engaged and responsive to clients and team members.
- Take the initiative to identify client needs and offer timely tax planning insights.
- Provide mentorship that empowers junior staff to grow and contribute meaningfully.
- Participate in community involvement and professional networking as part of a well-rounded service model.
- Embrace continuous learning and professional development, particularly in tax law updates and client advisory services.
What We Offer
At Berndt CPA LLC, we support our team members in maintaining a healthy work-life balance. We provide a collaborative environment where professional growth is encouraged, and personal flexibility is respected. This position offers:
- Competitive compensation and bonus program
- Flex-time or full-time options with partial remote work available, depending on the candidate's preferences
- Comprehensive benefits package (health, dental, vision, 401k match)
- Supportive, people-first firm culture with regular team events
- Professional development and career advancement opportunities
- Paid time for community involvement and networking
- Modern technology and tools in a collaborative environment
Awards And Recognition – Recent
- 2026 - Top Work Places - Small Business - Wisconsin State Journal
- 2025 – Top Work Places – Small Business – Wisconsin State Journal
- 2025 – Best Places to Work – Small Business – Madison Magazine
- 2025 – Best Accounting Firm to Work For – Accounting Today
- 2024 – People's Choice Awards – Best Accounting Firm
- 2024 – Top Work Places – Small Business – Wisconsin State Journal
- 2024 – Best Places to Work – Small Business – Madison Magazine
- 2024 – InBusiness Executive Choice Award – Accounting Firm
- 2024 – Best Accounting Firm to Work For – Accounting Today
Ready to grow your career with a firm that invests in your success? Apply today and bring your expertise to a people-first firm that values your impact