Tax Advisor: In-Person, Flexible Summers, EA Support

DWM Tax Planning; Appleton (WI); On-site; USD 50,000 - 75,000; Full time

Benefits offered by this job

Annual bonus

Retirement plan with employer match

Paid time off and paid holidays

Four-day work weeks in summer

Support for EA credential

Quarterly team outings

Job summary

DWM Tax Planning LLC, affiliated with Dreyer Wealth Management, is seeking a Tax Advisor in Appleton, WI. The role focuses on preparing individual federal and Wisconsin tax returns and integrating tax planning with client services.

You’ll work primarily in the Appleton office with occasional trips to Green Bay. Competitive pay with an annual bonus, 4-day summers, and support for EA credential are offered to the right candidate.

Qualifications

• At least one year of experience preparing individual income tax returns.
• Active PTIN or ability to obtain one before start date.
• Comfortable working directly with clients, in person and on the phone.

Responsibilities

• Prepare individual federal and Wisconsin income tax returns.
• Meet with clients to gather documents and explain results.
• Identify planning opportunities and coordinate with advisors.
• Assist in building and updating financial plans.

Skills

Tax preparation

Client interaction

Education

EA or CPA, or progress toward either

Job description

DWM Tax Planning LLC, affiliated with Dreyer Wealth Management, is seeking a Tax Advisor in Appleton, WI. The role focuses on preparing individual federal and Wisconsin tax returns and integrating tax planning with client services.

You’ll work primarily in the Appleton office with occasional trips to Green Bay. Competitive pay with an annual bonus, 4-day summers, and support for EA credential are offered to the right candidate.