What it’s Like to Work at BATP

BATP was built on the principle that we can do more for our clients than provide tax services. We strive to create and maintain close, personal relationships with our clients, ensuring they are well taken care of. At BATP, clients are more than just a number. They are the lifeline of our community: small business owners who work tirelessly, but most importantly they are people like you and me. We pride ourselves on being responsive and providing exceptional service, adapting to the constant changes in business and technology. Every client receives close, personal and professional attention, regardless of their annual income statement. Each client is a priority.

We take our job very seriously, but unlike a lot of other accountants you may have met, we like to laugh and have fun too. If this sounds like you, please apply to be a part of the Pewaukee team!

 

Account Manager/CPA

Pay and Benefits

Full-time Salaried Benefits:

  • Health insurance

  • 401(k) with matching

  • Profit sharing

  • Flexible work hours

  • Paid CPE credits

  • PTO

  • Paid Holidays

  • Fun team environment

  • Laid back culture

Qualifications

  • Bachelor’s

  • CPA or CPA Candidate

Skills

  • Proficient in MS Office and general computer knowledge

  • Experience with QB, Sage and Thomson Reuter products beneficial

  • Strong written / Verbal Communication Skills

  • Multi-Tasker

Job Description

Responsible for managing 55-65 monthly business accounts inclusive of financial statement compilations, consulting, tax planning and monthly client communications.  Manage quarterly and annual compilations as well as year-end business and individual tax returns. 

Primary Responsibilities:

  • Compile monthly and annual financial statements

  • Review compiled financial statements and discuss results with clients

  • Analyze and consult with clients on business strategies including taxes

  • Tax planning

  • Prepare business and individual tax returns

  • Prepare Federal and State payroll tax deposits and sales tax

  • Communicate effectively with staff and clients

  • Prepare journal entries and year-end closings

Apply now! Send your resume and cover letter to scott@batpcpa.com.