Tax Manager

• Tired of long hours, feeling underappreciated, or being just another number at your current firm?
• Looking for a workplace where teamwork, flexibility, and having a little fun are actually encouraged?
• Ready to take ownership of your work and make a real impact?

If so, we'd love to meet you!

Legacy Tax and Financial Services is growing, and we're looking for an experienced Tax Manager to join our team! We're a close-knit, supportive team that takes pride in delivering exceptional service while creating a positive, professional, and relaxed work environment. We work hard, celebrate success, and believe great people deserve to be treated that way!

What You'll Do

• Prepare and review individual and business tax returns

• Review work completed by other tax preparers

• Build relationships with clients and provide tax guidance

• Help clients with tax planning, accounting, and financial questions

• Work independently while collaborating with a great team

What We're Looking For

• 5+ years of tax preparation experience

• Strong attention to detail and organizational skills

• Experience with QuickBooks and Drake Tax preferred

• Excellent communication and client service skills

• Someone who takes initiative, values teamwork, and enjoys helping others

• Flexibility to work additional hours during tax season

Why You'll Love Working Here

• Competitive compensation & performance bonuses

• Flexible schedule – Full-time or seasonal options for the right candidate

• Paid time off – We actually want you to use it!

• Health insurance stipend

• SIMPLE IRA

• Supportive team culture – No corporate stuffiness here!

• We celebrate success! We recently took our entire team on an all-expenses-paid Caribbean vacation!

A Little About Us

Legacy Tax and Financial Services has been helping individuals and businesses in the Sun Prairie area since 2007. We're growing because we genuinely care about our clients, our team, and doing great work.

Ready for a change? Let's talk!

Apply today and discover what it's like to work somewhere you're genuinely valued.