Tax Manager - Financial Institution

First Business Bank N.A • Madison, WI

100d

About The Position

Join our dynamic and expanding accounting team as our new Tax Manager. This is a functional leadership role responsible for leading a multi-year strategic initiative to establish an in-house tax function, overseeing the company's income tax provision and compliance functions, while also contributing to broader accounting initiatives. The Tax Manager position is responsible for the income tax provision and compliance function of the Corporation as well as supporting other accounting activities. Key activities are expected to include the preparation and review of the quarterly income tax provision, annual state and federal tax returns, and leading the Corporation's partnership investments tax and GAAP accounting. This position will undertake a two-year project to in-house a significant portion of the tax work currently outsourced, implement new software, and develop and sustain new processes. This is a unique opportunity to shape the future of the tax function within a publicly traded financial institution and play a key role in strengthening our internal capabilities.

Requirements

• Bachelor's degree in Accounting or Finance.
• Certified Public Accountant (CPA) required.
• 5 years of experience and a strong background in the accounting for income taxes (ASC740), federal taxation of U.S. corporations and consolidated groups, with general knowledge of partnership taxation.
• Deep knowledge of federal, state, and multi-state tax laws, including planning, compliance, accounting, audits, and restructuring.
• Proven ability to research and document complex tax and accounting issues.
• Strong communication skills, with confidence presenting in group settings and collaborating across teams.
• Strategic thinker with excellent analytical and problem-solving abilities.
• Highly organized with strong time and project management skills, especially under tight deadlines.
• Demonstrated initiative, accountability, and ownership of work.
• Committed to continuous improvement and driving value both individually and as part of a team.
• Comfortable in a fast-paced, evolving environment with complex challenges.
• Ability to work independently and navigate non-standard situations with sound judgment.

Responsibilities

• Prepare and review monthly, quarterly, and annual tax provision calculations.
• Model tax scenarios and forecasts, incorporating legislative changes and planning strategies.
• Research and document federal and state tax matters impacting provision calculations.
• Lead tax technology initiatives to improve automation, data management, and analytics.
• Support tax planning, including investments in tax credit structures and related negotiations.
• Maintain audit-ready documentation for tax positions.
• Prepare ASC 740 disclosures and tax-equivalent yield metrics.
• Manage partnership investment reporting and performance analysis.
• Collaborate with investment stakeholders throughout the lifecycle.
• Review journal entries, reconciliations, and ensure SOX compliance for tax-related processes.
• Oversee annual tax return reviews and ensure timely filings.
• Coordinate estimated payments and resolve tax notices.
• Manage sales and use tax processes, including lease-related charges.
• Lead efforts to reduce outsourced tax services and bring work in-house.
• Build cross-functional expertise to identify efficiencies across accounting and client-facing processes.
• Provide strategic insights through financial analysis and data interpretation.
• Troubleshoot cross-functional issues and support ad hoc projects as needed.

What This Job Offers

• Job Type: Full-time
• Education Level: Bachelor's degree