Focused on what matters most.

Our clients count on us to provide timely, strategic, and business-critical financial guidance. The opportunity to help clients reach their goals drives us – it’s at the very center of what makes us tick. Getting to know our clients on a personal level is what we believe makes the difference.

Our Team

Edward R. Jaekel
CPA – Partner
608.781.8011
Email

Gregory S. Marso
CPA, MBT – Partner
608.784.6044
Email

Aaron M. Youngerberg
CPA – Partner
608.406.2313
Email

Dan Kusilek
CPA – Partner
608.790.9571
Email

Amy Neumeister
Accountant
608.406.2311
Email

Andrew Peterson
Accountant
608.790.9101
Email

Anke Swartz
Accounting & Payroll Manager
608.781.2611
Email

Ashley Bakalars
CPA
608.519.4500
Email

Betsy Jessie
CPA – Manager
608.433.0396
Email

Brianna Miller
Accountant
608.519.4366
Email

Gracie Grandt
Accountant
608.433.2048
Email

Jam Glenn
Accountant
608.790.9153
Email

Jodi Scholl
Accounting & Payroll Manager
608.781.2811
Email

Julie Modjeski
Accountant
608.433.2047
Email

Kate Shillin
Executive Assistant
608.406.2357
Email

Katelyn Roy
Accounting Administrative Assistant
608.765.1661
Email

Kelsey Davison
Payroll Processing
608.673.4103
Email

Laura Pierce
Office Manager
608.781.8712
Email

Linda Kenyon
Tax Preparer
608.519.0318
Email

Mathew Wuensch
Accountant
608.790.9687
Email

TJ Larkin
CPA
608.790.9715
Email

Wendy Knudsen
Accounting & Payroll Manager
608.406.2310
Email

Ready to join our team?

JRM is always on the lookout for bright, driven, customer-focused professionals. These are our current openings:

Staff Accountant

Position Description 

As a Staff Accountant, you will work directly with a variety of clients to meet their accounting and tax needs. You will work with client managers to assist clients with a variety of accounting needs, accurately prepare tax returns in a timely and efficient manner, and be viewed as an integral piece of the client’s business. This position will require an individual who is self-motivated and willing to learn. Excellent written and verbal communication skills are required. 

Job Responsibilities: 

  • Process client payroll and prepare quarterly and annual tax reports 
  • Prepare and file sales tax reports 
  • Prepare bank and credit card account reconciliations 
  • Record daily financial transactions 
  • Manage client payables and receivables 
  • Assist clients with questions and troubleshooting software 
  • Prepare financial statements 
  • Review client-prepared financial statements and propose adjusting entries 
  • Prepare individual and business tax returns 
  • Assist with Tax Planning 

Education and Skills Requirements: 

  • Bachelor’s degree in accounting preferred. 
  • Associate’s degree in accounting with prior work experience will be considered. 
  • Experience with QuickBooks is preferred. 
  • Must be proficient in Microsoft Excel. 
  • Comfortable working across multiple software platforms and with digital documentation. 

Benefits: 

  • 401(k) with 3% Company safe harbor contribution 
  • Flexible spending account 
  • Health and Life insurance 
  • Paid time off 
  • Flexible schedule 
  • Professional development assistance 

Hours:

Our office hours are Monday to Friday 8:00am to 5:00pm (Fridays during the summer we are closed). Flexible scheduling is available after an introductory period depending on the candidate. This is a full-time position requiring 40 hours minimum per week (36 in summer). Additional hours are required during tax season. 

Salary commensurate with experience.

Tax Manager

About Us

JRM CPAs is a well-established and growing mid-sized CPA firm dedicated to providing exceptional tax, accounting, and advisory services to our diverse client base. We pride ourselves on our client-centric approach and our commitment to fostering a collaborative and supportive work environment.

Position Description

We are seeking an experienced Certified Public Accountant (CPA) with a minimum of 2-5 years of tax experience who is looking for an exciting opportunity to potentially become a partner in our firm. As a Tax Manager you will primarily be responsible for building and managing a client base and coordinating client projects to completion. This is a unique chance for a highly motivated and skilled professional to join our team and play a key role in our firm’s growth and success.

Key Responsibilities:

  • Provide expert tax planning, compliance, and advisory services to individual and business clients.
  • Review and prepare complex tax returns and financial statements.
  • Develop and maintain strong client relationships, ensuring high levels of client satisfaction.
  • Mentor and lead junior staff, fostering their professional development.
  • Participate in business development activities to attract new clients and expand the firm’s client base.
  • Collaborate with other partners and team members to drive the strategic direction of the firm.

Qualifications:

  • Certified Public Accountant (CPA) designation.
  • Minimum of 2-5 years of experience in tax preparation, planning, and advisory services.
  • Proven track record of managing client relationships and delivering exceptional service
  • Strong leadership and mentoring skills.
  • Excellent communication and interpersonal abilities.
  • Demonstrated business development skills and a network of potential clients is a plus.
  • Entrepreneurial mindset with a desire to take on a leadership role in a growing firm.

What We Offer:

  • Potential partnership opportunity with a path to ownership.
  • Competitive compensation and benefits package.
  • Flexible work environment with a focus on work-life balance.
  • Supportive and collaborative team culture.
  • Opportunities for professional growth and development.

Please email your resume and cover letter to info@jrmcpa.biz