Tax Manager (Hybrid)

  • Stonehaven Wealth & Tax Solutions, LLC
  • 540 S. Westland Drive
    Appleton, Wisconsin
  • 1 day ago
  • Hybrid
  • In Person
  • Full Time

Job Summary


Employment Type
Full Time
Years Experience
5 - 10 years
Salary
$80,000 - $160,000 Annual
Bonus/Commission
Yes

Job Description


Stonehaven Wealth & Tax is hiring a Tax Manager (CPA or EA required) with at least 8 years of public accounting experience. This role focuses on business and individual tax filings, high-net-worth client services, estate planning, and proactive tax strategy.

What You’ll Do

  • Prepare and review tax returns (individual, S-Corp, C-Corp, Partnership, LLC)
     

  • Develop and implement tax strategies for businesses & high-net-worth clients
     

  • Advise on mergers, acquisitions, and estate planning
     

  • Manage client relationships and provide proactive financial guidance
     

What We’re Looking For

  • CPA or EA designation
     

  • 8+ years public accounting experience
     

  • Strong knowledge of tax code & financial regulations
     

  • Proficiency with QuickBooks, Drake, and Excel
     

Excellent client communication & relationship skills

Job Summary


Employment Type
Full Time
Years Experience
5 - 10 years
Salary
$80,000 - $160,000 Annual
Bonus/Commission
Yes

Benefit Insights


Health Insurance
Paid Time Off
Vacation Leave
Flexible Schedules
Sick Leave
Work From Home
401(k)
Holiday Pay
Health & Wellness Programs
Tuition Reimbursement

Stonehaven Wealth & Tax Solutions, LLC

Benefits
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Job ID: 506196346

Originally Posted on: 1/13/2026