Tax and wealth Advisor

JobItUs; Green Bay (WI); On-site; USD 65,000 - 95,000; Full time

Job summary

JobItUs in Green Bay, WI, seeks a Tax & Wealth Advisor to collaborate with Financial Advisors, delivering tax preparation, planning, and advisory services for individuals and businesses.

You will review tax returns, identify planning opportunities, support wealth management efforts, and educate clients while maintaining strong relationships and high-quality service.

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

• Prepare and/or review individual, trust, partnership, S-corporation, and corporate income tax returns.
• Coordinate the collection and review of tax documentation from clients.
• Ensure tax returns are completed accurately and in compliance with federal and state regulations.
• Stay current on changes in tax laws and regulations that may impact clients.
• Assist clients with responding to tax notices and requests from taxing 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 planning strategies.
• Assist clients with retirement income planning from a tax perspective.
• Evaluate tax implications of investment decisions, charitable giving strategies, Roth conversions, business transactions, and retirement distributions.
• Participate in client planning meetings and provide tax-related guidance.
• Serve as a dedicated tax resource for the Wealth Management team.
• Work closely with advisors to incorporate tax considerations into comprehensive financial plans.
• Support business development efforts by demonstrating the value of integrated tax and wealth management services.
• Collaborate with Client Service Associates and Advisors to deliver an exceptional client experience.
• Help educate advisors and team members regarding tax developments and planning opportunities.
• Develop and maintain strong relationships with clients.
• Respond to client inquiries in a timely and professional manner.
• Explain complex tax concepts in a clear and understandable manner.
• Demonstrate a commitment to exceptional client service and long-term relationship building.

Skills

Communication skills

Interpersonal skills

Attention to detail

Organization

Multitasking

Education

Bachelor’s degree in Accounting or Finance

Job description

theTax&WealthAdvisor works closely with Financial Advisors to integratetaxstrategies into clients’ overall financial plans.

Key Responsibilities

TaxPreparation & Compliance

• Prepare and/or review individual, trust, partnership, S-corporation, and corporate incometaxreturns.
• Coordinate the collection and review oftaxdocumentation from clients.
• Ensuretaxreturns are completed accurately and in compliance with federal and state regulations.
• Stay current on changes intaxlaws and regulations that may impact clients.
• Assist clients with responding totaxnotices and requests from taxing authorities.

TaxPlanning & Advisory

• Identify proactivetaxplanning opportunities for clients throughout the year.
• Preparetaxprojections and scenario analyses.
• Collaborate withWealthManagement Advisors to developtax-efficient financial planning strategies.
• Assist clients with retirement income planning from ataxperspective.
• Evaluatetaximplications of investment decisions, charitable giving strategies, Roth conversions, business transactions, and retirement distributions.
• Participate in client planning meetings and providetax-related guidance.

WealthManagement Team Collaboration

• Serve as a dedicatedtaxresource for theWealthManagement team.
• Work closely with advisors to incorporatetaxconsiderations into comprehensive financial plans.
• Support business development efforts by demonstrating the value of integratedtaxandwealthmanagement services.
• Collaborate with Client Service Associates and Advisors to deliver an exceptional client experience.
• Help educate advisors and team members regardingtaxdevelopments and planning opportunities.

Client Relationship Management

• Develop and maintain strong relationships with clients.
• Respond to client inquiries in a timely and professional manner.
• Explain complextaxconcepts in a clear and understandable manner.
• Demonstrate a commitment to exceptional client service and long-term relationship building.

Requirements

• Bachelor’s degree in Accounting, Finance, or related field.
• Three to seven years oftaxpreparation experience.
• Strong knowledge of individual and business taxation.
• Experience preparing complex individualtaxreturns.
• 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.

Preferred

• CPA designation or CPA candidate.
• Experience working with high-net-worth individuals and business owners.
• Familiarity with financial planning concepts andwealthmanagement services.
• Experience withtaxplanning andtaxprojection strategies.
• Interest in developing broader financial planning and advisory expertise.

Success in This Role

The successfulTax&WealthAdvisor will:

• Provide accurate and timelytaxpreparation services.
• Identify meaningfultaxplanning opportunities that benefit clients.
• Serve as a valued partner toWealthManagement Advisors.
• Build lasting client relationships based on trust and expertise.