JOB DETAILS

Tax Manager

CompanyKerberRose S.C.
LocationOshkosh
Work ModeOn Site
PostedApril 28, 2026
About The Company
KerberRose Wealth Management delivers trusted advice to guide families and business owners toward financial freedom. We are small enough to provide personal, hands-on counsel, yet large enough to serve each individual’s financial needs. By working closely with our valued clients, we are able to combine intelligent financial life advice with a unique tax-advantaged wealth planning process. Customized wealth management solutions help our clients identify what is important to them and then create a plan to achieve success. KerberRose Wealth Management's group retirement plan division, KerberRose Retirement Plan Services, is focused on delivering superior retirement plan consulting services. KerberRose Retirement Plan Services assists plan sponsors in the areas of plan design, benchmarking, investment advice, fiduciary compliance and participant outcomes. KerberRose Wealth Management, LLC is a Registered Investment Advisor. Certain representatives of KerberRose Wealth Management, LLC are also Registered Representatives offering securities through APW Capital, Inc., Member FINRA/SIPC. 100 Enterprise Drive, Suite 504, Rockaway, NJ 07866 (800)637-3211. KerberRose Wealth Management, LLC is not owned or operated APW Capital, Inc. Financial Planning and Investment Advisory Services are offered through KerberRose Wealth Management, LLC. Check the background of this firm on FINRA's BrokerCheck.
About the Role

Description


KerberRose is a trusted advisor for accounting services throughout Wisconsin. We remain committed to the principles on which we were founded: excellent service to all of our clients and meaningful client relationships. Our people-first philosophy is what makes our firm successful. We value our relationships—the relationships we have with each other, the relationships we have with our clients, and the relationships we have in the community.  


KerberRose is seeking a Tax Manager to join our team. In this tax-focused role, you’ll thrive in the fast-paced, intellectually rewarding environment of tax season while also benefiting from flexibility and meaningful personal and professional growth opportunities during the off-season. You'll work with a diverse range of industries and niche areas, apply your accounting expertise, and share your advanced knowledge to support the growth and development of fellow team members. 


Responsibilities:

  • Maintain strong client relationships and demonstrate an understanding of clients’ businesses and tax needs.
  • Review federal and state income tax returns for individuals, businesses, and exempt organizations.
  • Prepare tax research memoranda, written correspondence, and technical guidance related to federal, state, and local tax matters.
  • Assist with responses to notices and requests from taxing authorities, as needed.
  • Train, mentor, and support staff development through review, coaching, and knowledge sharing.
  • Participate in business development activities, including identifying opportunities, supporting proposals, and strengthening existing client relationships.
  • Manage multiple client engagements and budgets while meeting firm and client deadlines.

Requirements

  • Bachelor’s degree in accounting
  • CPA certification
  • 9+ years of recent public accounting experience
  • 2+ years in a supervisory or people leadership role
  • Strong technical tax knowledge, communication skills, and attention to detail


Culture and Core Values:

KerberRose offers a fun, supportive atmosphere of professionalism marked by a personal touch. We believe in fostering an environment that encourages and supports both professional and personal development. Our core values drive our culture:

  • Honesty
  • Integrity
  • Respect
  • Balanced Life
  • Community-Oriented 

Our team members are our most valuable assets, which is why KerberRose team members are given frequent opportunities for achievement and recognition. 


KerberRose is nationally recognized for its flexible workplace practices and is one of Inside Public Accounting’s Top 200 Firms.

Wellness at KerberRose: 


At KerberRose, we focus on our team members’ physical, financial, social, and emotional well-being and offer comprehensive benefits, including health, dental, vision, 401(k), professional development opportunities, and much more.

Key Skills
Tax preparationFederal income taxState income taxTax researchTechnical guidanceMentoringStaff developmentBusiness developmentClient relationship managementBudget managementCommunication skillsAttention to detailAccountingLeadership
Categories
Finance & AccountingManagement & LeadershipConsulting
Benefits
Health insuranceDental insuranceVision insurance401(k)Professional development opportunities
Job Information
📋Core Responsibilities
The Tax Manager will review federal and state income tax returns while maintaining strong client relationships and providing technical tax guidance. They are also responsible for mentoring staff, managing client engagements, and participating in business development activities.
📋Job Type
full time
📊Experience Level
10+
💼Company Size
11
📊Visa Sponsorship
No
💼Language
English
🏢Working Hours
40 hours
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