Integrated Tax & Wealth Planner

MM Management Consultant; Green Bay (WI); On-site; USD 65,000 - 90,000; Full time

Job summary

The Tax & Wealth Advisor is seeking a qualified tax professional to join the Wealth Management team in a collaborative, client-focused role. You will prepare complex returns and provide proactive tax planning within integrated financial plans.

Work closely with advisors to deliver tax-efficient strategies, respond to client inquiries, and educate clients on tax developments. A strong service mindset and attention to detail are essential.

Qualifications

• Bachelor’s degree in Accounting, Finance, or related field.
• Three to seven years of tax preparation experience.
• Strong knowledge of individual and business taxation.
• Experience preparing complex individual tax returns.
• Excellent communication and interpersonal skills.
• Strong organizational skills and attention to detail.
• Ability to manage multiple priorities and deadlines.
• Commitment to delivering exceptional client service.

Responsibilities

• Provide accurate and timely tax preparation services for individuals, trusts, partnerships, S-corporations, and corporations.
• Coordinate collection and review of tax documentation from clients.
• Ensure tax returns comply with federal and state regulations and stay current on tax law changes.
• Assist clients with responses to tax notices and requests from authorities.
• Identify proactive tax planning opportunities for clients throughout the year.
• Prepare tax projections and scenario analyses.
• Collaborate with Wealth Management Advisors to develop tax-efficient financial plans.
• Assist clients with retirement income planning from a tax perspective.
• Evaluate tax implications of investments, charitable giving, Roth conversions, and business transactions.
• Serve as a dedicated tax resource for the Wealth Management team.
• Incorporate tax considerations into comprehensive financial plans.
• Support business development by demonstrating value of integrated tax and wealth management services.
• Develop and maintain strong client relationships and respond to inquiries professionally.
• Explain complex tax concepts clearly and educate clients and team members on tax developments.

Skills

Tax preparation

Client communication

Organizational skills

Interpersonal skills

Education

Bachelor's degree in Accounting/Finance

Job description

The Tax & Wealth Advisor is seeking a qualified tax professional to join the Wealth Management team in a collaborative, client-focused role. You will prepare complex returns and provide proactive tax planning within integrated financial plans.

Work closely with advisors to deliver tax-efficient strategies, respond to client inquiries, and educate clients on tax developments. A strong service mindset and attention to detail are essential.