Careers

Crescent Grove Advisors is looking for a Tax Analyst for their Milwaukee, Wisconsin location.

Crescent Grove Advisors is seeking a CPA with a positive attitude, high degree of integrity, creativity, and passion for tax research to work side by side with our Tax Manager and a cohesive group of professionals servicing high net worth families.

Responsibilities:

  • Perform detailed reviews of complex individual and trust income tax returns.
  • Provide support to advisors and analysts in income and estate tax planning, quarterly income tax projections, and compliance.
  • Conduct tax research and provide comprehensive solutions on all tax matters.
  • Complete partner and S corporation shareholder basis reconstruction.
  • Participate in special projects.
  • Respond to IRS and state tax authority inquiries until successful resolution.
  • Assist in educating team members regarding tax law developments and opportunities.
  • Contribute knowledge and training to tax preparers.
  • Create cases and follow through with tax software provider as needed.

Requirements:

  • CPA designation.
  • Bachelor's degree in Accounting or Finance.
  • Minimum 3 years public accounting experience preparing and/or reviewing individual and fiduciary income tax returns.
  • Demonstrated communication and organization skills.
  • Knowledge of multistate, complex individual, trust, estate, gift, and partnership taxation.
  • Understanding of passive activity regulations and foreign filing requirements.
  • Working knowledge of Excel and Word.
  • Experience with GoSystem, Checkpoint, BNA Income Tax Planner, and Bloomberg Law Tax Research software a plus.

If you are interested in working at Crescent Grove Advisors, please contact us at Careers@crescentgroveadvisors.com.

Disclosures

The material shown is for informational purposes only and should not be construed as accounting, legal, or tax advice. Crescent Grove Advisors is a registered investment adviser with the Securities and Exchange Commission; registration does not imply a certain level of skill or training. While efforts are made to ensure information contained herein is accurate, Crescent Grove Advisors cannot guarantee the accuracy of all such information presented.