4 Tax Planning jobs in Middleton
Tax Manager
Posted 1 day ago
Job Viewed
Job Description
Description
How will you make an impact?
The Tax Manager works closely with partners to help support our clients, and identify and seize new business opportunities. This is an outstanding opportunity to develop professionally through exposure to all facets of planning, compliance, research, and individual and business consulting of our diverse and growing practice. This position has the flexibility to work in a hybrid setting with clients out of any of our office locations (La Crosse, Middleton, Mineral Point or VIroqua) and provides excellent opportunities for advancement.
Some of the primary responsibilities for this position include:
- Prepare business (including Forms 1120, 1120S and 1065) and individual income tax returns to satisfy compliance requirements and support effective business planning
- Prepare and review financial statements to enable effective, timely and informed decision-making
- Establish and maintain effective client relationships through regular communications, including on-site visits
- Manage and oversee Accounting Services department
- Develop and oversee departmental procedures and processes
- Mentor, motivate and train entry-level staff and interns by providing guidance and serving as a professional role model
- Grow the firm through new business while also identifying new services for existing clients
- Conduct tax research using Checkpoint and Intelliconnect research tools and convey information to clients
- Represent and promote the firm at a variety of events including, but not limited to: networking events, client events and at college career fairs
Culture/Compensation/Benefits
Johnson Block and Company offers a challenging, flexible, and balanced work environment with a competitive compensation and benefits package including:
- Hybrid/Flexible work arrangements
- Paid Time Off & Holiday Pay
- Benefits - Medical, Dental, Vision, Life/Disability insurance, 401K, HSA/FSA Plans
- Paid Parental Leave
- Volunteer opportunities
- Continuing Professional Education
- Paid professional organization and service club dues
- Employee Assistance Program
- Employee Referral Program
- Discounted Lodging, Dining, Spa, Golf, Retail & Partner Perks
- Dress for your day
*Some benefits may be subject to a plan waiting period*
Why work for JBC?
Johnson Block & Company, Inc. is proud to be an equal opportunity employer. We encourage all applicants regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, veteran, or disability status to apply. We work hard to exceed our clients expectations and by promoting a supportive, diverse, and respectful workforce. We strive for excellence in every position within the company and select the most qualified people who embrace our service philosophy and these values, as they are at the heart of everything we do for our clients, ourselves and our communities.
Dedication | Integrity | Respect | Growth | Adaptability | Community
Johnson Block & Company has an established reputation for supplying high quality service to both staff and clients. We seek team members who pride themselves on quality work. We work hard in service to the company and our clients while allowing ourselves to live balanced, well-rounded lives.
Johnson Block & Company is more than just a place to work. It is a place where you can offer your knowledge, skills and dedication while knowing that your contributions are significant to the success of the organization. We offer an environment where we all share and celebrate our successes and grow and learn from our challenges.
If an individual needs reasonable accommodation to apply for or perform a job at Johnson Block & Company, please contact Human Resources at .
Requirements
- Current CPA certification required
- 5+ years previous tax preparation experience
- Experience and knowledge of relevant federal and state tax laws and regulations
- Knowledge of GAAP and other special-purpose framework for financial statements
- Excellent team skills, positive attitude, and high ethical standards
- Excellent communication, organizational, and attention to detail skills
- Ability to manage multiple projects in a deadline-driven environment
- Commitment to quality and timely completion of work
- Strong computer skills and proficiency in Microsoft Office and various tax and accounting software including CCH products, Creative Solutions products, and research tools
#J-18808-Ljbffr
Advisor, Financial Planning & Analysis
Posted 8 days ago
Job Viewed
Job Description
Finance business partner for supply chain service offering.
Responsibilities include month end and mid-month variance analysis and projections to forecast and budget, business case development and other ad hoc support to 3PL business as necessary.
**_Responsibilities_**
+ Business partner to business operations director(s)
+ Own monthly results analysis, focused on volume, rate, mix analysis
+ Build cross functional businesses cases / deal models
+ Support customer facing conversations to educate and problem solve
+ Partner with accounting and core cross functional teams
+ Revamp reporting and business story telling mechanisms
**_Qualifications_**
+ 4-8 years of experience preferred
+ Bachelor's degree in related field preferred, or equivalent work experience preferred
+ Intermediate/Advanced Microsoft Excel skills preferred
+ Business partnering and strong communication skills preferred
+ Data visualization and querying complex data a plus
+ Experience with SAP a plus
**Anticipated salary range:** $79,700 - $113,800
**Bonus eligible:** No
**Benefits:** Cardinal Health offers a wide variety of benefits and programs to support health and well-being.
+ Medical, dental and vision coverage
+ Paid time off plan
+ Health savings account (HSA)
+ 401k savings plan
+ Access to wages before pay day with myFlexPay
+ Flexible spending accounts (FSAs)
+ Short- and long-term disability coverage
+ Work-Life resources
+ Paid parental leave
+ Healthy lifestyle programs
**Application window anticipated to close:** 8/04/2025 *if interested in opportunity, please submit application as soon as possible.
The salary range listed is an estimate. Pay at Cardinal Health is determined by multiple factors including, but not limited to, a candidate's geographical location, relevant education, experience and skills and an evaluation of internal pay equity.
_Candidates who are back-to-work, people with disabilities, without a college degree, and Veterans are encouraged to apply._
_Cardinal Health supports an inclusive workplace that values diversity of thought, experience and background. We celebrate the power of our differences to create better solutions for our customers by ensuring employees can be their authentic selves each day. Cardinal Health is an Equal_ _Opportunity/Affirmative_ _Action employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, ancestry, age, physical or mental disability, sex, sexual orientation, gender identity/expression, pregnancy, veteran status, marital status, creed, status with regard to public assistance, genetic status or any other status protected by federal, state or local law._
_To read and review this privacy notice click_ here (
Advisor, Financial Planning & Analysis - Supply Chain
Posted 8 days ago
Job Viewed
Job Description
Finance oversees the accounting, tax, financial plans and policies of the organization, establishes and maintains fiscal controls, prepares and interprets financial reports, oversees financial systems and safeguards the organization's assets. Financial Planning & Analysis provides strategic partnership and objective guidance to business units. It leads cross functional efforts to enable forward looking, actionable insights with a focus on driving strategic value that influences key business decisions.
**_Responsibilities_**
+ Support Global Supply Chain and Operations team in achieving financial goals, managing key initiatives, and partnering cross-functionally
+ Responsible for supporting a complex portfolio of replenishment and distribution centers across North America, partnering with site leaders to understand performance and drive operational results
+ Responsible for Financial Reporting, Planning and Analysis, Monthly forecast, Long-Range planning (Annual Budget) and Monthly results reporting and analytics
+ Assist in driving month-end close responsibilities
+ Develop analytics and ad-hoc analysis to support Inventory and Tangible Capital, Capital Expenditures, and Transportation
+ May contribute to the development of policies and procedures
+ Completes work independently; receives general guidance on new projects
+ Works cross functionally across various levels of leadership to clearly articulate financial performance in partnership with operational metrics
**_Qualifications_**
+ Bachelor's degree in finance or related field preferred, or equivalent work experience preferred
+ 4-8 years of experience preferred
+ SAP knowledge preferred
+ Strong technical skills in Excel, Power BI, and Tableau preferred
+ Strong communication and analytical skills
+ Experience in supply chain or related field preferred but not required
**Anticipated salary range:** $79,700 - $113,800
**Bonus eligible:** No
**Benefits:** Cardinal Health offers a wide variety of benefits and programs to support health and well-being.
+ Medical, dental and vision coverage
+ Paid time off plan
+ Health savings account (HSA)
+ 401k savings plan
+ Access to wages before pay day with myFlexPay
+ Flexible spending accounts (FSAs)
+ Short- and long-term disability coverage
+ Work-Life resources
+ Paid parental leave
+ Healthy lifestyle programs
**Application window anticipated to close:** 8/04/2025 *if interested in opportunity, please submit application as soon as possible.
The salary range listed is an estimate. Pay at Cardinal Health is determined by multiple factors including, but not limited to, a candidate's geographical location, relevant education, experience and skills and an evaluation of internal pay equity.
_Candidates who are back-to-work, people with disabilities, without a college degree, and Veterans are encouraged to apply._
_Cardinal Health supports an inclusive workplace that values diversity of thought, experience and background. We celebrate the power of our differences to create better solutions for our customers by ensuring employees can be their authentic selves each day. Cardinal Health is an Equal_ _Opportunity/Affirmative_ _Action employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, ancestry, age, physical or mental disability, sex, sexual orientation, gender identity/expression, pregnancy, veteran status, marital status, creed, status with regard to public assistance, genetic status or any other status protected by federal, state or local law._
_To read and review this privacy notice click_ here (
Block Advisor Tax Advisor
Posted 5 days ago
Job Viewed
Job Description
At H&R Block, we believe in the power of people helping people. Our defining Purpose is to provide help and inspire confidence in our clients, associates, and communities everywhere. We also believe in a high performing, connected culture, where everyone feels like they belong.
We strive to continuously improve our business and have committed to a long-term strategy and transformation plan known as Block Next. This multi-year roadmap focuses on innovation, client experience, and sustainable growth. It is designed to elevate how we work, how we serve, and how we lead in our industry.
At H&R Block, we're curious, creative, and always on the move. If you embrace challenges as opportunities and seek to make a meaningful difference where you live, work, and play, our door is always open.
A Typical Day.As you inspire people to make confident, informed decisions about their lives, careers, businesses and money, youll build client relationships that will grow stronger every year.
Joining Block Advisors as a Tax Advisor means youll serve clients with diverse tax and business services needs year-round. Youll have the support of an expert team, dedicated to providing you with advanced tax training youll need to be successful.
Block Advisors is an H&R Block brand that redefined the tax preparation experience for individuals and small businesses with complex tax and business service needs. We assist our clients in reaching their financial goals year-round.
It would be even better if you also had.- CPA or Enrolled Agent certification
- Experience completing business tax returns
- Experience conducting virtual tax interviews
- Sales and/or marketing experience
- Bachelors degree in accounting or related field
- Build year-round client relationships
- Provide tax preparation, tax audit support and tax planning year-round
- Create confidence in our clients by conducing tax interviews face to face and through virtual tools (video conferencing, phone, chat, email)
- Generate business growth, increase client retention, and offer additional products and services
- Grow your tax expertise
Your Expertise
- 5+ years of tax experience
- Experience completing individual tax returns
- Tax planning and audit support
- Ability to effectively communicate in person and virtually
- Comfort working with virtual tools video conferencing and chat
- Experience working in a fast-paced, supportive environment
- Successful completion of the H&R Block Tax Knowledge Assessment1 or equivalent
- Must complete continuing education requirement and meet all other IRS and applicable state requirements
Why work for us
At H&R Block, we believe and invest in our people by committing to their total well-being. Our benefit offerings can help associates plan for their unique health, wellbeing and financial wellness needs.
- Employee Assistance Program with Health Advocate.
- Wellbeing program , BetterYou, to help you build healthy habits.
- Neurodiversity and caregiver support available to you and your family.
- Various discounts on everyday items and services.
- Benefits with additional eligibility requirements : Medical Coverage, 401k Retirement Savings Plan and Employee Stock Purchase Plan.
- Check out all available benefits at
The Community You Will Join:
At H&R Block we remain committed to building a Connected Culture one in which trust, care, and connections are how we work together as we continue to create an environment where everyone feels safe to bring their authentic self to work every day and feels like they belong as part of a larger team.
You will be immersed in an exceptional work environment that is recognized throughout the world on Best Companies lists! You will also be surrounded by colleagues who are committed to helping each other grow and support each other.
H&R Block is an equal opportunity employer. We welcome and celebrate diversity in the workplace regardless of gender, race or color, ethnicity or national origin, age, disability, religion, sexual orientation, gender identity or expression, or veteran status.
If youre looking to make an impact, H&R Block is the place for you.
1 - Enrollment in or completion of the H&R Block Income Tax Course or Tax Knowledge Assessment is neither an offer nor a guarantee of employment.
#14124
Be The First To Know
About the latest Tax planning Jobs in Middleton !