Tax Manager - Financial Institution

First Business Bank
parental leave, paid holidays, sick time, 401(k), profit sharing
United States, Wisconsin, Madison
401 Charmany Drive (Show on map)
Sep 27, 2025
Description Position at First Business Bank At the heart of First Business Bank, we believe success comes down to putting people first. Our people are our priority - they embody ambition, experience, and client focus. The result is extremely engaged employees who provide unmatched client satisfaction. With comprehensive total rewards to support our team members, a commitment to an inclusive and engaging company culture, and a focus on improving our communities, it's time to take your next career step at First Business Bank and continue doing great things with great people! JOB TITLE: TAX MANAGER LOCATION: Ideal candidate would be hybrid out of our Madison, WI headquarters. OVERVIEW 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. KEY RESPONSIBILITIES Income Tax Management 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. Financial Accounting & Disclosure 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. Tax Compliance 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. Functional Leadership & Process Improvement 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. Other Responsibilities Provide strategic insights through financial analysis and data interpretation. Troubleshoot cross-functional issues and support ad hoc projects as needed. QUALIFICATIONS EDUCATION Bachelor's degree in Accounting or Finance LICENCES & CERTIFICATIONS Certified Public Accountant (CPA) required EXPERIENCE 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 SKILLS 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. Experience the Total Rewards Great People Deserve As a recognized Top Workplace, we know taking care of our employees and their families directly impacts their success and the success of our company. As part of the Total Rewards package, we take pride in offering eligible employee benefits which include: Comprehensive Health, Dental, and Vision plans Competitive compensation, with a focus on professional development and internal mobility Paid vacation time (15 days minimum per year) Paid sick leave (6 days per year) 1 day paid volunteer time 10 paid holidays (annually) Paid parental leave 401(k) program with company matching, plus additional profit sharing contribution Performance based annual incentive program Free and confidential Employee Assistance Program Wellness programs Education Assistance Program Employee Stock Purchase Program Plus many other perks and benefits! Compliance Statement First Business Bank participates in the E-Verify program. Know Your Right to Work English and Spanish. First Business Bank is an Equal Opportunity Employer, including Veterans and Individuals with Disabilities. If you require a reasonable accommodation for any part of the employment process, please email [emailprotected].