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Senior Tax Manager - Brookfield, WIAnnex Wealth Management · Brookfield, WI
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Annex Wealth Management

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Senior Tax Manager - Brookfield, WI

🗓️ Posted 2026-10-16 Brookfield, WI Hybrid Accounting
💰 Salary Not shared 📊 Market US$9,500–US$15,000/mo

About the Company

Senior Tax Manager Brookfield, WI Are you an experienced Senior Level Tax Manager who enjoys doing tax prep, but want something different Maybe you're after a more reasonable workload, a truly collaborative team environment, or to move beyond high-volume compliance into proactive tax planning that adds greater value. If that resonates, please read on... This is a full-time, on-site role. We may consider hybrid for the right candidate.

Responsibilities

  • ● Tax Preparation: Serve as a senior reviewer for individual income tax returns with higher complexity (primarily 1040s).
  • ● No Time Tracking - You will NOT be required to track your time.
  • ● Tax Planning: Utilize tax and financial planning software to analyze client tax situations and develop tailored strategies, including Roth conversions, charitable giving, and other wealth management-specific techniques.
  • ● Team Collaboration: Work closely with financial planners, wealth managers, and your fellow tax experts to provide exceptional tax preparation and tax planning advice.
  • ● Client Education: Assist wealth managers and clients with complex individual tax matters related to both tax compliance and personal tax planning. Conduct occasional client meetings to address tax questions and provide guidance.
  • ● Continuing Education: Stay current on updates within areas of tax and wealth management.
  • ● Technology Adoption: Embrace new technologies to improve tax preparation and planning efficiency.
  • ● Focused Role - No sales, marketing, or business development responsibilities of any kind.
  • ● Annex Wealth Management - Know the Difference
  • ● Are you in search of an employer that prioritizes a positive culture and encourages outstanding teamwork 'Know the Difference' applies to our employees too. We are a proud seven-time recipient of the Milwaukee Journal Sentinel's Top Workplaces Award. Our employees list our vibrant culture and engaged teams as two of our best features
  • ● Annex Wealth Management is a privately held, full-service advisory and wealth management firm acting as a fiduciary for individuals, families, and businesses. Our team approach means our clients consistently interact with a group of experienced professionals boasting key credentials, certifications, and achievements in investment, tax, insurance, estate planning, and more.
  • ● Communication and Education are key to Annex Wealth Management's growth. Check us out on YouTube, our multiple podcasts, "Money Talk" on WTMJ; "The Investment Show" on WISN; and "The Annex Wealth Management Show" on WHBY and WFSX.
  • ● At Annex Wealth Management, our values aren't just words - they guide how we work every day:
  • ● Accountability
  • ● Does this resonate with you We're looking for positive, talented individuals who naturally embody these principles in their work and interactions. If you're ready to join a culture where these values are the foundation of everything we do, we'd love to hear from you.
  • ● What You'll Need to Succeed
  • ● CPA, EA, or tax attorney required.
  • ● Minimum of 5 years of individual income tax preparation experience.
  • ● Strong background in wealth management and financial planning, with a focus on high-net-worth individuals.