Senior Tax Accountant

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