Tax Advisor

KeyStone; Eau Claire (WI); On-site; USD 72,000 - 88,000; Full time

Benefits offered by this job

Salary starting at $80,000

Bonuses based on experience and output

Professional licensing support

Continuing education support

In-person year-round work in Eau Clair

Job summary

Keystone is seeking a year-round, full-time Tax Advisor to spend more time consulting with clients than processing returns. You’ll work with families and business owners, alongside our financial advisors, on tax and year-end planning in Eau Claire/Bloomer, WI.

Starting salary is at least $80,000 and total pay plus bonuses depends on experience and production. CPA or Enrolled Agent credentials are preferred, with exam candidates considered, and in-person collaboration is a core part of the role.

Qualifications

• Experience in a firm or planning-oriented tax practice.
• CPA or Enrolled Agent preferred; candidates sitting for the exam or building toward credentialing will be considered.
• Wisconsin experience is a plus.
• Comfort with professional tax software and standard office tools.
• Willingness to work in person year-round from Eau Claire or Bloomer area offices.

Responsibilities

• Lead tax consulting conversations: projections, estimated taxes, entity structure, retirement and year-end planning
• Partner with financial advisors so tax, investment, and estate decisions stay connected
• Prepare and review individual, S corporation, partnership, and related returns as part of a complete client relationship
• Research federal and Wisconsin issues and document positions clearly
• Help improve planning deliverables, checklists, and workflow as the tax practice grows

Skills

Client communication

Detail oriented

Tax planning

In-person work

Collaboration

Education

CPA or EA preferred

Tools

UltraTax CS

Job description

Keystone is growing on both the advisory and tax sides of the firm. We’re looking for a year-round, full-time tax professional who wants to spend more time consulting with clients than processing returns.

Compliance still matters—returns need to be right—but the heart of this role is planning. You’ll sit with families and business owners, work alongside our financial advisors, and help clients act on tax, retirement, entity, and year-end decisions before the return is even on the desk.

Keystone is growing on both the advisory and tax sides of the firm. We’re looking for a year-round, full-time tax professional who wants to spend more time consulting with clients than processing returns.

Compliance still matters—returns need to be right—but the heart of this role is planning. You’ll sit with families and business owners, work alongside our financial advisors, and help clients act on tax, retirement, entity, and year-end decisions before the return is even on the desk.

Tax Advisor Year-round, full-time·CPA or EA preferred·Eau Claire / Bloomer, WI

You May Be a Great Fit If You

• Would rather advise than only prepare
• Like working directly with clients, not only behind a screen of returns
• Are accurate and organized when compliance work does need to get done
• Enjoy explaining tax results and planning ideas in plain language
• Value integrity, accountability, and a small-team environment

What You’ll Do

• Lead tax consulting conversations: projections, estimated taxes, entity structure, retirement and year-end planning
• Partner with our financial advisors so tax, investment, and estate decisions stay connected
• Prepare and review individual, S corporation, partnership, and related returns as part of a complete client relationship—not as a high-volume processing function
• Research federal and Wisconsin issues and document positions clearly
• Help improve planning deliverables, checklists, and workflow as the tax practice grows

What You Bring

• Experience in a firm or planning-oriented tax practice, with comfort in both client conversations and technical work
• CPA or Enrolled Agent preferred; candidates sitting for the exam or building toward credentialing will be considered
• Working knowledge of individual and pass-through taxation; Wisconsin experience is a plus
• Comfort with professional tax software (UltraTax CS experience is helpful) and standard office tools
• Willingness to work in person, year-round, from our Eau Claire or Bloomer area offices

What We Offer

• A year-round consulting role inside an integrated planning firm—not a seasonal prep shop
• Starting salary of at least $80,000; total pay and bonuses depend on experience and production
• Support for professional licensing and continuing education
• A collaborative team and a culture that values accuracy, stewardship, and long‑term client relationships

Keystone Tax / Keystone Financial Advisory is an equal opportunity employer.