Tax Manager
Job ID: 41823
Sector: Accounting
Employment Type: Permanent
Date Added: 11/13/2025
Our client in the Madison area is looking for a Tax Manager. This client is looking for someone with 5+ years of tax experience, excellent analytical skills and highly organized. This role offers growth opportunities, great team, and strong benefits.
The salary range for this role is $115k-135k.
The Tax Manager will be responsible for, but not limited to, the following:
RESPONSIBILITIES
- Prepare and perform detailed reviews of business and individual tax returns
- Deliver proactive tax planning strategies and advice to clients throughout the year
- Review team members completed tax returns.
- Tax planning and projections as requested.
- Research tax issues.
- Provide recommendations for internal process improvements.
- Consult clients to develop understanding of financial affairs and scope of their tax liability.
- Establish and maintain client relationships.
- Ad hoc projects as needed.
The Tax Manager will possess the following:
EXPERIENCE REQUIRED
- Bachelor’s degree in accounting or closely related field
- 5+ years of tax preparation experience
- CPA or EA certification preferred
- Excellent analytical skills with high attention to detail
- Willingness to be a team player
- Excellent written and verbal communication skills
Equal Opportunity Employer
The compensation philosophy reflects the Company’s reasonable expectation at the time of posting. Actual compensation is influenced by a variety of factors including, but not limited to skills, experience level, and overall qualifications. This role may also be eligible to participate in a discretionary incentive program, subject to the rule governing the program.)
JOB ORDER QUALITY: A, tough profile, but great job. Only recruiters
SOURCE: Pat reached out to Bob and Bob flipped to me! Thanks Bob!
BILLING CONTACT: Pat
COMPANY:
ABOUT THE COMPANY
$1.5 M in revenue. Capitol Tax & Accounting Group has been providing comprehensive financial services to residential and commercial clients in Madison, WI and the surrounding areas since 2013. We’re a small, growing firm with a long history of success in the areas of individual, corporate, trust, estate, and gift tax return preparation, along with consulting, bookkeeping, and payroll. Our focus is to deliver assurance, tax, accounting, and specialized solutions that provide the information needed to successfully manage our client’s business and everyday life. We assist our clients with creating a growth plan combined with a tax strategy to leverage any potential tax benefits that may exist.
Lots of construction and real estate clients
TITLE: Tax Manager
LOCATION: Regent Street, behind the Kohl Center
Covered/paid parking
WORK ARRANGEMENT: 3x a week onsite
WHY OPEN: Open to do to growth
TEMP DISCUSSION: Katie E was on the call
HIRING MANAGERS: Pat Paulus – not a micromanager, laid back, nice guy. Started his career at Baker Tilly left after 5 years and started his firm from there. This is his 13th tax season.
TEAM: President/Partner (Pat), 2 Tax Managers this will be the third, the rest are younger staff
ROLE SPECIFICS:
Prepare and review business and individual tax returns
· Review less senior team members completed tax returns for accuracy, and provide feedback for learning opportunities
· Establish and maintain client and staff relationships
· Tax planning and projections requested by clients
· Research tax issues
· Provide recommendations for internal 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
· Utilizes strong analytical, research and critical thinking skills, as well as decision-making skills to assist with client needs regarding individual and business decisions
· Perform other related duties as assigned
IDEAL PROFILE:
- Bachelor’s in Accounting, CPA or EA
- 5 + years of experience
- Professional, laid back
COMPENSATION (Incl: KEY BENEFITS): $120k – $130k for the right candidate can go higher
POSTED COMPENSATION (If different): $115k – $135k
RELOCATION AVAILABLE? No
SIZZLE/GROWTH:
- No time sheets
- Low turnover, only has had one person quit in 13 years
- Lots of organic and controlled growth, upping their fee structure this year
- No acquisitions and no PE involvement
- 50 – 55 hours is their busy season, 35 hours in the summer
- Could grow into a Partner if this person wants to
Unlimited PTO, Dean HMO and he pays 75% of employee coverage and 60% of spouse
Dental and vision
INTERVIEW PROCESS: Meet with Paul either virtual or in person and has 2-3 people take them out for lunch as a second interview
FORMAL JOB DESCRIPTION:
ABOUT THE COMPANY
Capitol Tax & Accounting Group has been providing comprehensive financial services to residential and commercial clients in Madison, WI and the surrounding areas since 2013. We’re a small, growing firm with a long history of success in the areas of individual, corporate, trust, estate, and gift tax return preparation, along with consulting, bookkeeping, and payroll. Our focus is to deliver assurance, tax, accounting, and specialized solutions that provide the information needed to successfully manage our client’s business and everyday life. We assist our clients with creating a growth plan combined with a tax strategy to leverage any potential tax benefits that may exist.
JOB SUMMARY
· Prepare and review business and individual tax returns
· Review less senior team members completed tax returns for accuracy, and provide feedback for learning opportunities
· Establish and maintain client and staff relationships
· Tax planning and projections requested by clients
· Research tax issues
· Provide recommendations for internal 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
· Utilizes strong analytical, research and critical thinking skills, as well as decision-making skills to assist with client needs regarding individual and business decisions
· Perform other related duties as assigned
PREFERRED SKILLS
· CPA (Certified Public Accountant) or EA (Enrolled Agent) designation preferred
· Bachelor’s degree in Accounting preferred
· Minimum 5 years tax preparation experience
· Wolters Kluwer CCH Axcess tax software experience preferred
· Understanding of Generally Accepted Accounting Principles (GAAP)
· Excellent analytical skills with an attention to detail
· Strong verbal and written communication skills
· Ability to manage multiple projects in a deadline-driven environment
· Willingness to be a team player
· General proficiency with Microsoft Teams, Excel, Word, and Outlook
· Strong organizational skills
BENEFITS
· Medical insurance
· Dental insurance
· Vision insurance
· Life insurance, short-term and long-term disability
· Retirement plan with 3% employer match
· Unlimited PTO
· Company paid educational materials and expenses
· Bonus program
· Hybrid work environment
· Flexible schedule