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.


  • 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.


  • 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


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.