Tax Staff - Public

Description We are looking for an experienced tax and small business accounting specialist to join a collaborative firm in Greenfield, Wisconsin. This position focuses on preparing tax filings for individuals and businesses while supporting clients with day-to-day accounting and financial reporting needs. The ideal candidate brings strong technical judgment, sharp attention to detail, and the ability to communicate financial information in a clear, practical way.

Responsibilities:

• Prepare federal, state, and local tax returns for individual and business clients, partnering with firm leadership to address complex tax matters.

• Examine client financial records for accuracy and completeness, identify missing documentation, and follow up to gather needed information before filing.

• Research tax rules and trace variances or inconsistencies in supporting data to help ensure accurate reporting.

• Provide accounting support for small business clients by handling payables, receivables, general journal activity, and balance sheet reconciliations.

• Produce financial statements and discuss results with clients in a straightforward manner that supports informed business decisions.

• Keep client accounting data current and well organized within QuickBooks Online and other firm tax and accounting platforms.

• Assist with fixed asset tracking, depreciation activity, and tax planning assignments as requested.

• Maintain orderly workpapers and coordinate competing deadlines across multiple client engagements.

• Contribute ideas that strengthen accounting processes and improve workflow efficiency as the practice continues to expand.

• Foster strong client relationships through timely communication, dependable follow-through, and attentive service. Requirements • Bachelor’s degree in accounting or a related field.

• At least 5 years of experience preparing tax returns for both individuals and business entities.

• Working knowledge of small business accounting principles and financial statement preparation.

• Proficiency with QuickBooks Online and Microsoft Excel.

• Experience with individual tax return preparation, corporate tax return preparation, and general tax compliance work.

• Familiarity with CCH ProSystem or CCH ProSystem fx is preferred.

• CPA or Enrolled Agent credential is preferred.

• Strong analytical skills, organization, and the ability to work independently while collaborating effectively with a small team.

Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.

All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

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