Chortek LLP

Experienced Tax Accountant

Job summary

Job Summary: Are you looking for a role where you form close relationships with entrepreneurial business owners, not only helping their business tax needs, but helping their personal planning needs as well?  Would you like something different than a high-volume environment, moving to one where high quality, deeper dives, and strategic ideas seeing the whole big picture, the end game, is valued?  Are you looking for more of a work-life balance where 80-90 hour work weeks during tax season are not expected?

Chortek LLP is currently seeking Experienced Tax Accountants to join our team in the Waukesha, Wisconsin office. Senior Tax Accountants and Tax Managers will work on a wide variety of tax engagements for our entrepreneurial owners, their business and investment enterprises, and their trusts, focusing on developing tax planning strategies, and preparation and review of income tax returns. If you enjoy a fast pace, challenging projects, continuously learning and interacting with clients, your opportunity to grow with the firm and develop your skills is unlimited. We provide work/life balance within a relaxed yet professional environment.

Essential Duties

  • Prepare and review high level Partnership, S-corporation and C-corporation tax returns, including multi-state filings
  • Prepare and review high level Individual and Trust tax returns
  • Interact directly with clients and other Team Members to develop and implement proactive tax planning strategies considering the entire client relationship
  • Train Tax Associates and lead in-house training activities for professionals
  • Stay abreast of current tax law and communicate opportunities to Team Members
  • Make personal development a priority, seeking feedback and opportunities to grow
  • Dedicate necessary effort to complete assignments accurately and on time
  • Adhere to firm values

Position Requirements

  • 5+ years of relevant experience to the listed responsibilities
  • Bachelor's or Master’s Degree in Accounting/Tax
  • Maintains a valid CPA credential
  • Ability to work independently under the supervision of the client service team
  • Advanced understanding of income tax law; including knowledge of individual, fiduciary and business entity tax return fundamentals
  • Strong interpersonal communication skills
  • Proficiency with ProSystem Fx Tax and Fixed Asset programs is ideal


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