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Tax Manager

Date Posted: Jun 30, 2026
Yearly: £ - £
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Job Detail

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    Location Appleton, Wisconsin, United States of America
  • desktop_windows
    Job Type: Any
  • schedule
    Shift:
  • analytics
    Career Level:
  • group
    Positions:
  • calendar_view_day
    Experience:
  • male
    Gender: No Preference
  • school
    Degree:
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    Apply Before: Sep 28, 2026
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Job Description

Overview

Stonehaven Wealth & Tax Solutions, LLC is seeking a Tax Manager with a CPA or EA designation, along with at least 8 years of public accounting experience. The role focuses on tax filings, high-net-worth client services, and developing proactive tax strategies.

Key responsibilities

  • Prepare and review tax returns for individuals, S-Corps, C-Corps, Partnerships, and LLCs
  • Develop and implement tax strategies for businesses and high-net-worth clients
  • Advise clients on mergers, acquisitions, and estate planning
  • Manage client relationships and provide proactive financial guidance

Required skills

  • CPA or EA designation
  • 8+ years of public accounting experience
  • Strong knowledge of tax code and financial regulations
  • Proficiency with QuickBooks, Drake Tax Software, and Excel
  • Excellent client communication and relationship skills

What the company offers

  • Full-time employment
  • Bonus/Commission potential

Skills Required

Company Overview

Stonehaven Wealth & Tax Solutions, LLC
Appleton, Wisconsin, United States of America
3 Current Jobs Openings

Stonehaven Wealth & Tax provides tax and wealth management services focused on high-net-worth clients and businesses. Their team specializes in proactive tax strategies, estate planning, and comprehensive financial guidance. Read More

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