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Posted 02 August, 2026

Tax Manager (Hybrid)

Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI, US Full Time

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.

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What You’ll Do

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

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

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    Advise on mergers, acquisitions, and estate planning

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    Manage client relationships and provide proactive financial guidance

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What We’re Looking For

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    CPA or EA designation

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    8+ years public accounting experience

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    Strong knowledge of tax code & financial regulations

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    Proficiency with QuickBooks, Drake, and Excel

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Excellent client communication & relationship skills

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