Senior Tax Accountant - Single-Family Office
La Crosse, Wisconsin

Fusion Recruiters, LLC in Partnership with our client – a highly regarded and well-respected Single-Family office in La Crosse, WI, is seeking an experienced Sr. Tax Accountant/CPA to join their organization.  The family office portfolio includes closely held shares in Wisconsin community banks, with an aggregate asset size of over $1.8 Billion.  In addition, the family office manages a growing and diverse portfolio of other investments.

The selected individual will be responsible for acting as the liaison between family shareholders, investment managers, and other advisors regarding financial and accounting matters.  In addition, they will also be responsible for the following:

  • Coordinate tax and regulatory filings and financial reporting
  • Prepare individual/trust/business tax returns. 
  • Engage in high net worth tax planning and consulting. 
  • Provide technical support for special projects. 
  • Manage all financial aspects of a single-family office. 

Minimum Qualifications and Desired Experience, Skills and Abilities:

  • Bachelor’s degree in business/accounting required
  • Minimum 5 years work experience in finance and accounting required
  • Experience preparing personal and corporate tax returns
  • CPA/experience in public accounting strongly preferred
  • Experience with company auditing preferred
  • Prior audit or tax experience involving financial institutions preferred
  • Familiarity with UltraTax / BNA Tax software applications preferred
  • Proficiency with MS Office applications required
  • A high level of respect and discretion for confidential information
  • Self-motivated and enthusiastic
  • Possess strong organizational and communication skills
  • Able to respond to multiple demands in a timely manner

**This position provides competitive compensation and benefits offered in a casual, caring, family-friendly environment.  

NOTE: The above is intended to describe the general content of and requirements for the performance of this job.  It is not to be construed as an exhaustive statement of duties, responsibilities or requirements.

To Apply, email us directly or call (262) 261-5066.