Tax Technician Salary in Milwaukee, WI

OverviewBaker Tilly US, LLP (Baker Tilly) is a leading advisory CPA firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles and Chicago. Baker Tilly is an independent member of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 145 territories, with 41,000 professionals and a combined worldwide revenue of $4.7 billion. Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring. Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law. ResponsibilitiesAre you looking for an opportunity to apply and further develop your deep technical tax skills? Are you interested in coming alongside client focused tax colleagues, supporting their federal tax research, modeling, and analysis needs?Join Baker Tilly (BT) with a technical tax career path! BT has opportunities for candidates at various entry levels, to pursue a technical tax career path, serving industry team colleagues and firm clients. This is a great opportunity to be a valued advisor, supporting our sophisticated and proactive federal tax practice. You will work side-by-side with local industry team client facing tax colleagues, helping to apply tax law to industry specific client fact patterns, yielding client valued results. Both your work and your professional development will be supported by fellow industry team tax technicians and by BT firm level specialty tax teams. Additionally, you will have the opportunity to utilize your knowledge and experience to help teach talented tax staff on new tax legislation, administrative pronouncements and judicial rulings, often with a specific industry applications. If you are invigorated by these exciting challenges, then this could be the right opportunity for you! As one of the fastest growing firms in the nation, BT has the ability to offer you an upward career trajectory, flexibility in how and where you get your work done and meaningful relationships with teammates and leadership who truly care about you and your development. You'll enjoy this role if:You are looking for an opportunity to expand your career as a Federal tax specialistYou like being part of a team where experienced tax teammates seek your counsel and support on specific tax mattersYou are a diligent reader and creative thinker, who craves opportunities to explore the intersections of client facts and Federal tax law.You can see yourself as a trusted tax advisor, working face-to-face with teammates and clients to find creative solutions to complex tax challengesYou want to work for a leading CPA advisory firm who serves their clients with their clients' and employees' best interests in mind and are transparent in their decisions You value your development and want to work for a firm that provides you the autonomy to own your schedule and career through programs (ask us about My Time Off, My Development and Dress for Your Day!)You want to contribute to your engagement team's professional growth and enhance your own skills to build a career with opportunities now, for tomorrow What you will do:Independently and continually monitor developments in tax law, frequently develop, and share your own opinions and ideas ("thought leadership") on how we or our clients should reactDo extensive tax research on issues when asked, finding and communicating answers to sophisticated and complex tax issues.Mature into topical focused areas of deeper knowledge.Work with team members in all WI offices (occasionally in-person) who will source projects.Provide colleagues with tax file work papers supporting answers to technical issues addressed.Write & review technical tax memos and client lettersTax impact modeling and Excel template developmentMaintain a solid understanding of Firm tax policies and procedures.Deliver best-in-class customer service to internal and external clients.Speak publicly and teach internally at intermediate to advanced levelsLimited tax compliance work may be done, depending on the candidate and experienceFor less experienced candidates, strategic tax compliance may be developmental.Over time, any strategic compliance work assigned should be reduced.Research and technical tax work should be a scheduling priority.Some candidates may benefit from maintaining ownership of some client relationships.Invest in your professional development individually and through participation in firm wide learning and development programs.Enjoy friendships, social activities and team outings that encourage a work-life balance QualificationsSuccessful candidates will have:Have a Master Degree in Taxation and/or Law Degree, and Bachelor's Degree in Accounting is desirableHave CPA or JDRegularly cite various tax Code sections, regulations, and rulings, by number or nameBe a self-starterBe a diligent reader of daily tax developmentsHave strong verbal and writing communication skillsFrequently exhibit intellectual curiosityReadily connect with experienced tax colleagues to brainstorm and calibrateHave an ability to teachHave strong familiarity with tax research tools (content, functionality, navigation, etc.)Demonstrate completeness in research and problem solving, able to see the "big picture" and to identify logically associated ancillary issuesDisplay appropriate ethical knowledge and commitment, and exhibit a sense of urgency and commitment to quality and the timely completion of projects

OverviewBaker Tilly US, LLP (Baker Tilly) is a leading advisory, tax and assurance firm, providing clients a genuine coast-to-coast and global advantage with critical mass and top-notch talent in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles and Chicago. Baker Tilly is an independent member of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 148 territories, with 36,000 professionals and a combined worldwide revenue of $4.0 billion.Many of Baker Tilly's roles have the opportunity to work remotely. Please discuss with your talent acquisition professional to understand the requirements for an opportunity you are exploring.Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.Any unsolicited resumes submitted through our website or to Baker Tilly US, LLP, employee e-mail accounts are considered property of Baker Tilly US, LLP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly US, LLP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system. ResponsibilitiesAre you interested in joining one of the fastest growing consulting and accounting firms in the country?Would you like the ability to join a highly dynamic team focused on providing exceptional client service in the areas of business risk and advisory?If yes, consider joining Baker Tilly (BT) as a Director of Quality Control! Our Risk Advisory practice provides a full spectrum of services to help our clients assess their risks, develop strategies to compete in an ever-changing business environment, and achieve their goals and objectives. All of this is accomplished through deep industry knowledge of risk, governance, internal audit, compliance, IT, and cybersecurity best practices.As one of the fastest growing firms in the nation, BT has the ability to offer you upward career trajectory, flexibility in how and where you get your work done and meaningful relationships with clients, teammates and leadership who truly care about you and your development.Does this describe you? You want to continue to expand your work experiences and hone your skills as a comprehensive risk professional in the areas of compliance, enterprise risk management, governance, internal controls, and data analytics.You crave the opportunity to be part of a fast growing, entrepreneurial risk consulting practice where your hard work and creativity will be rewardedYou do your best work when you are part of a talented, down-to-earth team that thrives in collaboration and truly enjoys working togetherYou feel valued when you are provided the resources and support to continually sharpen your technical skills and build your career now, for tomorrowWhat you will do:Executes and manages the Pre-and Post-Closing Quality Control functions. Manages the QC department ensuring reviews are completed timely and accurately, and appropriate results are captured and analyzed. Ensures deliverables are met and quality standards are according to company policy. Work with other management teams in the company to integrate processes, reporting where necessary. Complete Special projects and act as back-up for other QC Managers, as necessary. Has the ability to apply appropriate sense of urgency, and proper use of discretion.Position requires in-depth knowledge of the Quality Control function with regards to FNMA, FHLMC, FHA/VA, USDA requirements.The VP of Quality Control should be well versed in performing and reviewing Pre and Post Close reviews, repurchase reviews, Early Payment Default, Canceled and Denied, Red Flag/ Fraud Reviews, and Branch Audits.The VP of Quality Control must have experience in implementing a Quality Control Program from an organizational standpoint to ensure adequate protection of the organization's assets.The VP must be knowledgeable in both state and federal regulatory requirements for real estate lending, must understand how to assess the accuracy, reliability, and appropriateness of each document.Understands the mission, culture, general operating functions, and quality control needs of the organization and that of the client.Sets unique operating environment, operating risks, and available quality control strategies and tactics to reduce and remove risk exposures.Must create and administer Manager and Analyst training as required, development and maintenance of employee scorecard and performance standards for the Quality Control Department.Maintain a Quality Control plan for Baker Tilly.Essential Job Functions:Maintains complete and accurate daily, weekly, monthly, and other periodic records of quality control protocols, practices, checks and procedures.Recommend quality and general operational improvements based on review of findings and analyst scorecards.Will prioritize job/staff responsibilities, provide assignments, meet required deadlines, and develop project plans and/or schedules.Frequently monitor regulatory changes and updates and keep staff informed with this information.Responsible for hiring, managing, and training quality control staff members in partnership with Human Resources.Assures confidential information and private customer information is secure.Responsible for reviewing a high volume of loan activity and must maintain a high level of detail and accuracy during review process.Recognize and relay irregularities and concerns to appropriate management staff.Subject Matter Expert to internal/external staff as well as customers in reference to underwriting and compliance in relation to credit risk.Provide input on processes, procedures, and/or new approaches.Ensure loan quality, adherence to policies and guidelines, business validity, and salability.Establishes, provides input, and influences overall company objectives and long-term goals for the quality control/quality assurance functions of The Compliance Group.Must be able to work effectively, interact, and multi-task professionally with clients and employees and ensure high quality customer service internally and externally.Resolve customer concerns and issues related to our work product.Determine Quality Control trends and issues and implement as required.Coach others on Quality Control issues, problems and/or questions.In depth understanding of both State and Federal Compliance regulations.Regularly exercising discretion and independent judgment on critical business-matters that have a significant financial impact.Prepares and/or updates quality control/quality assurance procedures and manuals that establish, in writing, the quality control standard methods and procedures for specific lending functions of the organization.Position will directly supervise Quality Control Managers, Quality Assurance Analysts, Quality Control Processing Manager, Quality Control Admin Supervisor, and the output from those areas: reports, audit selection, customer rebuttals, report preparation, and pre- report delivery.Frequent interaction with clientsOther duties assigned by Principal.Qualifications10 years of mortgage underwriting and/or quality control experience with at least 8 years of management experience.Must have the ability to review and convey QC results in relation to agency/corporate policy, investor/agency, regulatory, and procedures and guidelines.Extensive understanding of Processing, Underwriting, Closing, and Post-Closing processes.Full understanding of Fannie Mae, Freddie Mac, and VA/FHA/USDA guidelines and overlays.Must be able to perform research and be able to analyze financial statements/documents, complex tax returns, and be able to interpret findings.Manage a large group of analysts; internal, remote, and branch locations.Experience in report management including database reporting.Advanced computer skills with Microsoft Office and utilization of various computer software systems.Organized, high attention to detail, critical thinking, and problem-solving skills, and proficient in time management are required.Additional InformationFor California, Colorado, New York and Washington: The compensation range for this role is $136,310 to $288,900. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.

Our Seasonal Field Support Technician is responsible for completing the set-up and break-down of our kiosks in various local retail stores. Tasks include driving a moving truck, carrying equipment into the location, setting up kiosk, and location maintenance. Ideal candidate will possess knowledge of computer/tech installation, but this is not required.What you'll do here: Assist with the set-up and teardown kiosk furniture, computers, tech, and kiosk components using hand tools.Meets deadlines to ensure office locations meet our brand/marketing appearance standards.Assists in maintaining a clean and inviting workplace, this may include removal of trash, vacuuming or sweeping, cleaning counters, cleaning glass, etc.Other duties as assigned. Skills you'll bring for success: Driver's license preferred.Good interpersonal and communication skills.Basic knowledge of computer functions preferred but not required.Customer service experience. Physical Demand and Work Effort Standing, walking, sitting.Must be able to lift, push, pull or carry up to 55 lbs. at one time.Must be able to hold, carry and move equipment, tools, and materials.Compliance with company policies and standards. What you'll get if you join us: Eligible for year-end annual bonus program401k with Company Match (eligible to participate after working the first 1,000 hours)Medical Low Plan with Company HSA Match (eligible to participate after working 1,500 hours annually)Teladoc (Unlimited Teladoc sessions, $13 per month to seasonal employees)Free Employee Assistance Program (EAP)Corporate discount programFlexible work scheduleFree tax preparation training and PTIN registrationFree tax filing services for all JH employeesProfessional development and continuous trainingExpand your leadership and operational knowledgeLearn from the leaders how to best support clients during busy retail tax locationsMake a visible impact within the organizationAt Jackson Hewitt, we provide an invaluable service in guiding our clients through the tax codes, rules, and processes. We do this with integrity, quality, and consistency. This is something that most taxpayers do not receive from DIY or other assisted providers. We take pride in that. The role you play is critical to our success and together we are "Working Hard for the Hardest Working Americans". This is our mission, and it is a large part of why we work here. Together we are highly passionate about what we do, and how we can help our clients. Doing taxes is much more than filling in some forms. For most Americans, their tax return is the biggest single financial event of the year.Start a career and Get More in Return. Jackson Hewitt offices are working hard for the hardest working, and we are on a mission to completely change the way our customers engage with their taxes. At Jackson Hewitt, you'll find work that works for you and adds up. We've got flexibility, career development opportunities, and a chance to work in your neighborhood. We have a passion for our employees and our customers. We appreciate our corporate and local office team members, and we recognize our employees are our greatest asset. Since we are one of the nation's largest retailers with nearly 5,500 locations, you can be assured we've got your back. Whether you are looking for a side gig, sea sonal job , part-time, or full-time Jackson Hewitt has opportunities in its corporate and retail office locations. We appreciate your interest in Jackson Hewitt Tax Service. Jackson Hewitt Tax Service is an equal employment opportunity employer. The Company does not tolerate discriminat ion against or harassment of any applicant or employee on the basis of race, color, sex, religion, national origin, age , disability, or any other status protected by applicable federal, state, or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training . PTIN Certification: YesOther details Job Family Store Operations Pay Type Hourly Employment Indicator Seasonal