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Accounting and Tax Manager

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Vogel Consulting

2021-12-03 09:02:09

Job location Brookfield, Wisconsin, United States

Job type: fulltime

Job industry: Banking & Financial Services

Job description

Are you looking for a unique and exciting opportunity that will allow you to tap into a variety of accounting and tax skills? Would you like to work in tax without the hours requirements of a traditional CPA firm?


A family office environment is very team-oriented, and a career at Vogel will expose you to a variety of disciplines that integrate taxation, financial planning, business structuring, estate planning and investments.


As an Accounting and Tax Manager, you will assist and collaborate with directors and the CEO in the overall management of assigned client base. Primary responsibilities include overseeing projects and schedules, supervising client service teams, and reviewing the work prepared by the staff accountants.


Vogel Consulting is a multi-family office (MFO) offering an integrated approach to wealth management. Vogel delivers creative solutions in the areas of tax and estate planning, investment advisory, outsourced accounting, and business consulting services. The firm advises on nearly $3 billion and is one of the country's largest independent multi-family offices.


Minimum Qualifications:

  • BS/BA in Accounting from an accredited university or college; advanced degree with specialization in Taxation or Professional Accounting a bonus
  • 2-3 years previous staff accountant experience and at least 2 years reviewing tax returns and financial statements completed by other staff members
  • Certified Public Accounting license preferred

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