Tax Director/ Partner

**Make a difference. Empower clients. Lead the future of tax and tax advisory services.**

Join Berndt CPA LLC as a strategic, client-centric Tax Director / Partner and help lead one of Wisconsin's top-rated tax advisory teams alongside our Chief Tax Officer.

**Position Summary**

The Tax Director / Partner will assist in managing the firm's tax planning, compliance, and strategy for a portfolio of businesses, while actively contributing to client growth, firm leadership, and mentoring. This leader collaborates closely with firm partners and executive stakeholders with extensive influence and autonomy.

**Description of Duties**

• Provide oversight for all federal, state, local, and tax compliance and filings.
• Design and implement tax planning strategies to legally minimize liability and support client profitability.
• Represent clients during audits, tax controversies, and negotiations with tax authorities.
• Consult on tax implications for business transactions, M&A, and structural decisions.
• Supervise and develop a high-performing tax team, fostering technical growth.
• Stay current with evolving tax laws and disseminate insights across the firm.
• Enhance tax department efficiency through process improvements, SOPs, automation, and innovative technology adoption.
• Actively engage in business development-contributing to RFPs, networking, and thought leadership.
• Collaborate cross-functionally with accounting, payroll, and HR teams to deliver integrated client solutions.

**Recommended Skills and Qualifications**

• CPA license (MST or JD/LLM in Taxation highly preferred).
• 10–15 years of progressive tax experience, including leadership roles within public or corporate settings.
• Proficient with tax software, research and analytics tools.
• Strong strategic thinking, business acumen, and problem-solving capabilities.
• Excellent communication and presentation skills for diverse audiences.
• Leadership aptitude with a track record of mentoring and developing tax teams.
• Business development experience: networking, proposals, and client engagement.
• Commitment to ethics and compliance under Circular 230 and professional standards.
• Demonstrated proficiency with digital tax platforms and openness to emerging technologies, including AI-driven tools.

**Best Practices for Success in This Role**

• Anticipate and translate tax implications into business insights aligned with goals.
• Significant experience with business passthrough tax returns (S Corporations and Partnerships).
• Significant experience with multi-state tax compliance for both business entities and high-net-worth individuals.
• Working knowledge of estate and trust taxation preferred
• Our firm does not perform any work for publicly traded companies.
• Establish KPIs and SOPs to ensure quality and consistency in deliverables.
• Cultivate deep, strategic relationships with clients and external advisors.
• Champion process improvement via tech adoption, automation, and digital transformation.
• Maintain high ethical standards and ensure material compliance across all practice areas.
• Mentor team members and actively build the next generation of firm leaders.
• Support business growth through thought leadership, events, speaking engagements, and referrals.
• Lead periodic evaluations of tax strategy ROI, performance metrics, and improvement opportunities.

**What We Offer**

At Berndt CPA LLC, we support our team members in maintaining a healthy work-life balance. We provide a collaborative environment where professional growth is encouraged, and personal flexibility is respected. This position offers:

• Competitive compensation and bonus program
• Flex-time or full-time options with partial remote work available
• Comprehensive benefits package (health, dental, vision, 401k match)
• Supportive, people-first firm culture with regular team events
• Professional development and career advancement opportunities
• Paid time for community involvement and networking
• Modern technology and tools in a collaborative environment

**Awards And Recognition – Recent**

• 2026 - Top Work Places - Small Business - Wisconsin State Journal
• 2025 – Top Work Places – Small Business – Wisconsin State Journal
• 2025 – Best Places to Work – Small Business – Madison Magazine
• 2025 – Best Accounting Firm to Work For – Accounting Today
• 2024 – People's Choice Awards – Best Accounting Firm
• 2024 – Top Work Places – Small Business – Wisconsin State Journal
• 2024 – Best Places to Work – Small Business – Madison Magazine
• 2024 – InBusiness Executive Choice Award – Accounting Firm
• 2024 – Best Accounting Firm to Work For – Accounting Today

**If you're ready to shape the future of a top-tier tax and tax advisory firm while growing your impact and leadership, we'd love to hear from you.**

Benefits

We offer a comprehensive benefits package designed to support you and your family, including health, dental, retirement plans, and paid time off.