Uecker Schultz, LLC

Uecker Schultz, LLC Uecker Schultz. LLC is a leading individual and small business CPA firm that specializes in helping guide clients through the tax preparation process with ease.

08/03/2021

If you are interested in joining a small team where work flexibility is a company philosophy, then consider joining Uecker Schultz! This role is a great opportunity to be a valued business advisor delivering tax compliance and business advisory services to individual and small business clients.

Responsibilities
• Be a trusted member of the team providing various federal and state tax compliance and consulting services to clients
• Manage and develop relationships with great clients.
• Assist clients with meeting their tax and financial planning objectives by using a range of tools
• Manage a normal book of business with traditional tax, primarily for Real Estate entities and owners
• Manage traditional tax compliance work - particularly with partnerships. This can include planning/preparation/delivery to clients as necessary.
• You may have the opportunity to work remotely in this role. If interested, this can be discussed during the interview process to understand the requirements and ensure it is suitable.

Qualifications
• Bachelor's degree in accounting, or a related degree in business,
• CPA preferred
• Six (6)+ years of experience providing federal tax compliance and consulting services in a public accounting firm and/or corporate industry
• Demonstrated skills in the areas of time management, communication, interpersonal skills, relationship building, collaboration, and problem solving
• Strong leadership, project management, organizational and analytical skills, initiative, adaptability
• Microsoft Suite skills
• CCH Axcess or CCH ProSystem experience preferred

Overview
Uecker Schultz is a tax and business advisory firm with offices in Oak Creek & Glendale and was formed to address a clear need in the market. As individuals who worked for very large firms, we witnessed a clear gravitation of services towards clients who generated the highest revenue. Businesses needing fewer services or hours did not generate enough revenue to be kept as clients; therefore were charged premiums to stay.

This is where we come in. John and Don each have over 20 years of experience working in both public accounting and private industry. We have worked for some of the largest firms in the US as well as some very large, multinational corporations. We are able to leverage this experience and serve clients with a fee structure that is fair and reasonable.

08/03/2021

If you are interested in joining a small team where work flexibility is a company philosophy, then consider joining Uecker Schultz! This role is a great opportunity to be a valued business advisor delivering tax compliance and business advisory services to individual and small business clients.

Responsibilities
• Be a trusted member of the team providing various federal and state tax compliance and consulting services to clients:
o Provide tax compliance and advisory services to individuals, S-corporations, partnerships, corporations
o Be the primary contact with select clients
o Participate in tax research projects on a variety of tax issues, as required by clients
o Develop recommendations for the client to consider and implement
• Learn and grow from direct on the job coaching and mentoring
• Utilize your interpersonal skills to network and build strong relationships internally and with your clients
• You may have the opportunity to work remotely in this role. If interested, this can be discussed during the interview process to understand the requirements and ensure it is suitable.

Qualifications
• Bachelor's degree in accounting, or a related degree in business,
• CPA or EA preferred
• Two (2)+ years of experience providing federal tax compliance and consulting services in a public accounting firm
• Demonstrated skills in the areas of time management, communication, interpersonal skills, relationship building, collaboration, and problem solving
• Strong leadership, project management, organizational and analytical skills, initiative, adaptability
• Microsoft Suite skills
• CCH Axcess or CCH ProSystem experience preferred

Overview
Uecker Schultz is a tax and business advisory firm with offices in Oak Creek & Glendale and
was formed to address a clear need in the market. As individuals who worked for very large firms, we witnessed a clear gravitation of services towards clients who generated the highest revenue. Businesses needing fewer services or hours did not generate enough revenue to be kept as clients; therefore were charged premiums to stay.

This is where we come in. John and Don each have over 20 years of experience working in both public accounting and private industry. We have worked for some of the largest firms in the US as well as some very large, multinational corporations. We are able to leverage this experience and serve clients with a fee structure that is fair and reasonable.

Address

7280 S 13th Street Suite 203
Oak Creek, WI
53154

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

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