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Tax Manager

CFS

Lake Geneva, WI

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JOB DETAILS
SKILLS
Accounting, Certified Public Accountant (CPA), Fiduciary, High Net Worth, Income Tax, Tax Planning, Tax Returns
LOCATION
Lake Geneva, WI
POSTED
4 days ago
Tax Manager

New permanent opportunity for a Tax Manager. Long established firm that handles Private Family office work for high net worth, multiple and multi-generational families. Responsible for preparing a broad range of complex income tax returns, tax planning, research and overseeing staff.

Compensation: Salary around $110,000-$150,000ish + bonus depending on experience.

Tax Manager Responsibilities:


  • Prepare complex income tax returns, 1041, 1065 and 990-PF

  • Tax planning, quarterly tax estimates, and tax research

  • Assist with trust accounting, preparing estate and gift tax returns



Ideal Tax Manager criteria:


  • Bachelor’s Degree

  • CPA and/or Master’s Degree a plus

  • Extensive income tax preparation experience

  • Experience preparing complex fiduciary and partnership income tax returns


OR


  • Tax experience with a strong interest in High Net Worth Tax work



Why Work Here:


  • Opportunities for advancement

  • Profit sharing/401(k) plan, full benefits

  • Critical role with high-profile clients that are long established, working together for generations

  • Excellent family culture, good work life balance, family oriented, flexibility

  • Significant, complex, interesting work

  • Opportunity to make an impact

  • Long term employees, most employed for 15+ years





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About the Company

C

CFS

Founded by CPA firms in 1994, Creative Financial Staffing has spent over 30 years helping job seekers and employers succeed. In fall 2025, we rebranded as CFS—a name that reflects our full range of expertise while staying true to the trusted company you know.

CFS is the industry’s leading employee-owned staffing firm, connecting top talent in accounting, finance, technology, and human resources. We provide skilled professionals on both a temporary and permanent basis across diverse industries, leveraging our extensive network to match the right people with the right opportunities.

Our dedication to excellence extends to our award-winning culture, recognized repeatedly for growth, recruiting, workplace environment, and employee support. Honors include Forbes’ “America’s Best Recruiting and Temporary Staffing Firms,” Staffing Industry Analysts’ top U.S. staffing rankings, FlexJobs’ Top 100 Companies for Remote and Hybrid Work, Top Workplaces USA, Newsweek’s Best Practices awards, and more.

COMPANY SIZE
500 to 999 employees
INDUSTRY
Financial Services
FOUNDED
1994
WEBSITE
http://www.cfstaffing.com/

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