Tax and wealth Advisor

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

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.