Tax Accountant
Creative Financial Staffing
Verona, WI · Posted November 3, 2026
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Among accountants and auditors, AI is already used for a large share of the tasks. Measured exposure for accountants and auditors: 35% (high).
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About the job
Tax Accountant
Why This Opportunity Stands Out
Our client is a well-established, relationship-focused tax and financial planning firm in the Verona area that takes a personalized, big-picture approach to helping individuals and businesses reach their financial goals. This Tax Accountant opportunity is a chance to join a close-knit team where your work directly impacts clients and where tax planning is viewed as much more than simply preparing returns.
Work with a firm that combines tax preparation, tax planning, financial planning, and estate planning to provide clients with comprehensive service.
Build meaningful, long-term relationships with both individual and business clients rather than simply working through a stack of returns.
Strong benefits with work life balance in your week to week!
Take on a role where you can utilize your tax knowledge while continuing to expand your experience across different client situations.
Join a professional environment that values personalized service, collaboration, and understanding each client’s unique financial goals.
Key Responsibilities
Prepare and review individual and business tax returns while ensuring accuracy and compliance with applicable tax regulations.
Assist with tax planning and research to identify opportunities and help clients make informed financial decisions.
Work directly with clients to gather information, answer questions, and provide thoughtful tax-related guidance.
Research tax issues and stay current on changes that may impact clients and their businesses.
Collaborate with the team on accounting, tax, and financial planning needs across a diverse client base.
Qualifications
Bachelor’s degree in Accounting, Finance, or a related field with relevant tax/accounting experience.
Experience preparing individual and/or business tax returns and a solid understanding of federal and state tax concepts.
Strong attention to detail, communication skills, and a genuine interest in building lasting client relationships.
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