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Magnolia Tax Services

Senior Tax Preparer (Milwaukee County)

Finance
3 weeks, 1 day ago

Magnolia Tax Services is hiring a Senior Tax Reviewer to review business and individual returns, talk directly with clients, and serve as a technical anchor for our preparer team. This is a remote, full-time role open to candidates living in Wisconsin or Illinois. Magnolia is a remote tax planning, preparation, and bookkeeping firm based in Milwaukee. We have served 800 clients and our revenue has doubled every year. Our clients are business owners: S-corp owners, real estate investors, physici…

Our finance team ensures the fiscal health and stability of our operations. You will support budgeting, forecasting, and financial analysis to help the company grow sustainably. We value integrity, precision, and the ability to turn numbers into strategic advice.

Requirements

  • Strong understanding of accounting principles and financial reporting.
  • Proficiency in MS Excel (advanced formulas, pivot tables, modeling).
  • High level of accuracy and attention to detail in financial calculations.
  • Ability to manage multiple deadlines in a fast-paced environment.
  • Strong ethical standards and understanding of regulatory compliance.
  • Degree in Finance, Accounting, or Economics; progress toward CPA/CFA is a plus.

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