About the Tax Accountant Role at Robert Half

Robert Half is proud to partner with a prestigious legal firm in Lake Geneva, Wisconsin, to find a skilled Tax Accountant for their dynamic team. This full-time position offers an exciting opportunity to specialize in complex tax matters within the legal sector, focusing on trusts, estates, and nonprofit entities. As a Tax Accountant, you will play a pivotal role in preparing federal and state tax returns, crafting innovative tax-planning strategies, and ensuring compliance with ever-evolving tax regulations. Located in the beautiful Lake Geneva area, this role combines professional growth with a high quality of life in Wisconsin's scenic southeast region.

Our client serves high-net-worth individuals, trusts, estates, and organizations requiring expertise in Forms 1041 (trusts/estates), 1065 (partnerships), and 990-PF (private foundations). If you thrive in a fast-paced environment, excel at tax research, and have hands-on experience with trust accounting and bookkeeping, this Tax Accountant job in Lake Geneva, WI is your next career step. Robert Half ensures confidential placements, connecting top talent like you with rewarding opportunities.

Key Responsibilities

The Tax Accountant will handle a diverse set of duties essential to the firm's operations:

• Prepare accurate federal and state income tax returns, with emphasis on Forms 1041, 1065, and 990-PF.
• Develop and implement tax-planning strategies to minimize client liabilities and optimize tax positions.
• Conduct in-depth tax-related research to remain abreast of IRS updates, state regulations, and industry changes.
• Review client data and process quarterly estimated tax payments efficiently.
• Support the firm's trust accounting practice, including reconciliations and reporting.
• Prepare estate and gift tax returns (Forms 706/709) in full compliance with federal and Wisconsin laws.
• Execute comprehensive bookkeeping and billing tasks using industry-standard software.
• Leverage tools like QuickBooks, CCH Axcess, or similar for streamlined workflows.
• Manage peak-season workloads, prioritizing deadlines during tax filing periods.
• Continuously enhance skills through professional development in tax compliance and planning.

Required Qualifications for Tax Accountant

To succeed in this role, candidates should possess:

• A Bachelor's degree in Accounting, Taxation, Finance, or a related discipline.
• CPA certification (active or candidate status) highly preferred.
• At least 3-5 years of progressive experience in tax accounting, ideally within legal, trust, or estate planning firms.
• Proven expertise in U.S. tax code, including fiduciary returns and nonprofit filings.
• Strong proficiency in accounting software and Microsoft Office Suite.
• Exceptional analytical skills for complex tax research and problem-solving.
• Ability to multitask in a deadline-driven environment, especially during tax season.
• Impeccable attention to detail and ethical standards for confidential client data.
• Excellent communication skills for collaborating with attorneys, clients, and teams.

Prior experience in the legal industry or with high-net-worth clients is a significant advantage. Robert Half seeks professionals who are proactive, adaptable, and passionate about tax optimization.

Why Join Us? Benefits and Career Growth

Joining this team through Robert Half means more than just a job—it's a pathway to long-term success. Enjoy an estimated salary range of $75,000 - $95,000 annually based on market rates for Lake Geneva, WI, commensurate with experience. Additional perks include comprehensive health benefits, 401(k) matching, generous PTO, and professional development support like CPA exam reimbursements.

Work in a supportive legal firm environment where your expertise directly impacts clients' financial success. Robert Half offers confidential recruitment, career coaching, and access to exclusive opportunities across Wisconsin. Lake Geneva provides a picturesque setting with proximity to Chicago, lakeside living, and a balanced lifestyle. Advance your career in tax accounting with a trusted leader—apply today and connect with our recruiter for immediate consideration.

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