Hybrid Tax & Wealth Advisor for Client Planning

KerberRose S.C.; Green Bay (WI); Hybrid; USD 60,000 - 80,000; Full time

Benefits offered by this job

Competitive compensation

Paid Time Off

401(k) matching

Health, Dental, Vision insurance

Professional development opportunities

Job summary

KerberRose Wealth Management is seeking a Tax & Wealth Advisor to help clients with tax preparation and financial decisions. This role involves collaborating with Financial Advisors and serving as a resource for tax-related queries.

The ideal candidate will have 3-7 years of tax preparation experience and strong communication skills. Benefits include competitive compensation, health insurance, and flexible work opportunities.

Qualifications

• 3-7 years of tax preparation experience.
• Strong knowledge of individual and business taxation.
• Experience preparing complex individual tax returns.

Responsibilities

• Prepare and review various tax returns.
• Identify tax planning opportunities for clients.
• Develop relationships with clients and respond to inquiries.

Skills

Tax preparation

Client advisory

Communication skills

Organizational skills

Attention to detail

Team collaboration

Education

Bachelor’s degree in Accounting, Finance, or related field

Job description

KerberRose Wealth Management is seeking a Tax & Wealth Advisor to help clients with tax preparation and financial decisions. This role involves collaborating with Financial Advisors and serving as a resource for tax-related queries.

The ideal candidate will have 3-7 years of tax preparation experience and strong communication skills. Benefits include competitive compensation, health insurance, and flexible work opportunities.