Part-Time Tax Director
- Work from home
- 401(k) matching
- Flexible schedule
Affinity Accounting is a modern, solutions-focused certified public accounting firm that works with forward thinking businesses looking to streamline their accounting processes. We deliver support and advice to business owners so that they can help them reach their financial goals and gain a better quality of life. Using an integrated approach, we work with their customers as a partner fueling their growth, staying connected, and providing clear answers to their client’s questions. Our core values are centered around integrity, collaboration, and commitment to our team and clients.
We’re looking for a regional but virtual Tax Director who wants to build something — a tax department that runs the way modern accounting should: efficient, tech-forward, and deeply client-focused.
You’ll have the autonomy to shape how the department operates, the tools you use, the team you hire or contract, and the way we serve clients. You’ll be the face of tax at Affinity, the person our clients trust with their most important financial decisions and planning conversations.
Schedule: 20 hrs/wk during summer months for tax planning and proactive client consulting; 30 hrs/wk November through January for planning, prep ramp-up, and client strategy sessions; 40 hrs/wk mid-January through April 15 for return preparation, review, and planning.
This role is for someone who thrives with ownership, loves client relationships, and wants to build — not just maintain.
Tax Department Leadership
- Own the tax function end-to-end; strategy, workflow, quality control, and delivery
- Build and manage a team of tax associates and/or outsourced service providers
- Establish and maintain department standards, review processes, and best practices
- Leverage AI and automation tools to increase efficiency and scale capacity
Tax Return Review & Compliance
- Review business tax returns: C-Corporations, S-Corporations, Partnerships, LLCs, and Trusts
- Review individual tax returns with business ownership and investment complexity
- Oversee multi-state tax compliance; including nexus determination, apportionment, and state-specific filing requirements
- Ensure accuracy, compliance, and quality across all tax filings
- Stay current on federal and state tax law changes impacting our client base
Tax Planning & Client Consulting
- Lead proactive tax planning consulting calls with clients throughout the year
- Develop and deliver annual and quarterly tax plans for business clients across multiple entity types
- Identify planning opportunities and communicate strategies in a way clients actually understand
- Serve as the primary tax relationship contact, building trust through proactive outreach, phone calls, and virtual meetings
- Build lasting client relationships that generate referrals and long-term retention
- Collaborate with our virtual CFO team on integrated financial advisory work
Multi-State Tax Advisory
- Guide clients through multi-state nexus exposure and registration obligations
- Advise on state income, franchise, and payroll tax implications for businesses operating or expanding across state lines
- Support clients navigating apportionment methodologies and state conformity differences
- Identify multi-state planning opportunities to minimize state and local tax burdens
Exit Planning & Business Transitions
- Support business owners navigating sales, mergers, acquisitions, and succession planning
- Structure transactions to minimize tax exposure, including multi-state implications, and maximize after-tax outcomes
- Work alongside legal, financial, and advisory professionals on client deal teams
- CPA license, active and in good standing
- 12+ years of tax experience, with meaningful time in business entity returns and client-facing leadership
- Bachelor’s Degree in Accounting; Master’s in Taxation or MBA preferred
- Strong working knowledge of C-Corp, S-Corp, partnership, and individual taxation
- Experience reviewing complex tax returns and leading client tax planning engagements
- Demonstrated ability to communicate tax concepts clearly to non-accountants
- Self-directed and comfortable working independently in a remote-first environment
- Proven track record of managing client relationships at a senior level
Strongly Preferred
- Multi-state tax experience: nexus, apportionment, and state/local tax compliance across multiple jurisdictions
- Experience with exit planning, M&A transactions, or business succession
- Familiarity with AI tools, tax automation platforms, or a genuine interest in leveraging technology
- Prior leadership or team management experience
- Experience in a virtual or distributed firm environment
- Knowledge of UltraTax software
- What interest you specifically at this position at our firm?
Associate Accountant
- Work from home
- 401(k) matching
- Flexible schedule
Affinity is growing. Our accounting managers are spending significant time on bookkeeping preparation work that pulls them away from the advisory and client-facing activities our clients value most. This role is the linchpin — by owning the day-to-day bookkeeping execution, you free up the entire team to operate at a higher level. You’ll touch every client, build real relationships, and develop a deep foundation in small business accounting.
- You love being and staying organized — clean books make your day
- You want to feel fulfilled in your work, knowing that what you’re doing makes a real difference for business owners
- You take pride in the work you put out and hold yourself to a high standard
- You value flexibility and a family-friendly, results-oriented workplace
- You prefer a mainly work-from-home environment with occasional in-person collaboration
- You want to be part of a team that’s working toward the same goal and genuinely supports each other
- You adapt well to change and embrace new technology and process improvement
- You’re eager to learn and grow — you see this as the start of a career, not just a job
- You live in or around the Milwaukee, WI area and are available for in-person meetings 1–2 times a month at our downtown office
- Accept and categorize bank feed transactions on a weekly or monthly basis
- Reconcile balance sheet accounts including accounts payable, accounts receivable, bank, credit card, and loan accounts
- Reconcile payroll accounts
- Process journal entries
- Manage source document processing — bills, invoices, and receipts
- Assist with monthly, quarterly, and year-end close processes
- Maintain the chart of accounts
- Manage several client accounts simultaneously with consistent quality and timeliness
- Support accounting managers and senior staff with additional tasks as needed across engagements
- Associate’s degree in accounting or business administration, or equivalent professional experience
- 1–2 years of professional accounting experience
- An exceptional level of attention to detail
- Comfortable adapting to new and evolving technology
- Willingness to communicate directly with clients via phone or video when needed
- A team player who thrives in a collaborative virtual environment and enjoys sharing ideas
- Knowledge of bookkeeping fundamentals and generally accepted accounting principles
- Working knowledge of QuickBooks Online and/or Xero accounting software
- Experience with small business bookkeeping and accounting
- 401(k) matching
- Flexible schedule
- Work from home