Tax Associate

Avaii Wealth Management; Appleton (WI); On-site; USD 52,000 - 75,000; Full time

Job summary

Avaii Wealth Management seeks a Tax Associate to support advisors and tax professionals in delivering comprehensive financial and tax planning solutions. The role blends analysis, client interaction, and planning responsibilities to build wealth efficiently.

The ideal candidate is detail-oriented, client-focused, and eager to grow within a collaborative team culture focused on excellence and continuous learning.

Qualifications

• Bachelor's degree in Accounting, Finance, Financial Planning, Business, or related field.
• 1+ years of experience in financial planning, tax preparation, accounting, wealth management, or related profession.
• Strong analytical and problem-solving skills.
• Excellent written and verbal communication abilities.

Responsibilities

• Prepare individual income tax returns and related tax documents.
• Conduct tax planning analyses to identify opportunities for tax savings.
• Review tax returns and financial plans to uncover planning opportunities.
• Assist with year-end tax projections and tax strategy implementation.
• Research tax law changes and communicate relevant planning implications to advisors and clients.
• Prepare and maintain comprehensive financial plans for individuals and families.

Skills

Analytical thinking

Communication skills

Excel proficiency

Client service

Multitasking

Education

Bachelor's degree in Accounting, Finance, Financial Planning, Business, or related field

Tools

CRM systems

Financial planning software

Job description

About Avaii

At Avaii Wealth Management, we believe financial planning should be clear, comprehensive, and personalized. Our mission is to help clients navigate every stage of life with confidence through integrated financial planning, wealth management, retirement planning, and tax planning services. As an independent, fee-focused advisory firm, we put clients first and provide practical advice in a language they can understand. (Avaii Wealth Management)

We are seeking a Tax Associate who is passionate about helping clients achieve their financial goals through thoughtful planning, proactive tax strategies, and exceptional client service.

Position Summary

The Tax Associate supports our advisors and tax professionals in delivering comprehensive financial and tax planning solutions. This role combines analytical expertise, client interaction, and technical planning responsibilities to help clients build, preserve, and transfer wealth efficiently.

The ideal candidate is detail-oriented, client-focused, and eager to grow within a collaborative team environment dedicated to excellence and continuous learning. (Avaii Wealth Management)

Key Responsibilities

Tax Planning & Preparation

• Prepare individual income tax returns and related tax documents.
• Conduct tax planning analyses to identify opportunities for tax savings and efficiency.
• Review tax returns and financial plans to uncover planning opportunities.
• Assist with year-end tax projections and tax strategy implementation.
• Research tax law changes and communicate relevant planning implications to advisors and clients.
• Prepare and maintain comprehensive financial plans for individuals and families.
• Analyze client financial information, including cash flow, retirement readiness, investments, insurance coverage, and estate planning considerations.
• Assist advisors in developing and implementing planning recommendations.
• Support retirement income and cash flow projections.
• Prepare client meeting agendas, presentations, and follow-up action items.
• Participate in client meetings and assist with ongoing service requests.

Qualifications

Required

• Bachelor's degree in Accounting, Finance, Financial Planning, Business, or related field.
• 1+ years of experience in financial planning, tax preparation, accounting, wealth management, or a related profession.
• Strong analytical and problem-solving skills.
• Excellent written and verbal communication abilities.
• Proficiency in Microsoft Excel and financial software applications.
• Ability to manage multiple priorities and deadlines.

Preferred

• CPA, CFP®, EA, or progress toward obtaining a professional designation.
• Experience preparing individual tax returns.
• Experience with financial planning software and CRM systems.
• Understanding of retirement planning, investment principles, and tax-efficient planning strategies.

What Success Looks Like

Successful candidates will:

• Deliver accurate and actionable financial and tax planning analyses.
• Build trusted relationships with clients and team members.
• Demonstrate a commitment to continuous learning and professional development.
• Embrace Avaii's client-first philosophy and collaborative culture.
• Help clients make confident financial decisions that align with their life goals. (Avaii Wealth Management)

Why Join Avaii?

• Collaborative and supportive team environment.
• Opportunity to work alongside experienced wealth advisors and tax professionals.
• Exposure to comprehensive financial planning and tax strategy work.
• Professional development and career advancement opportunities.
• Meaningful work helping clients achieve financial confidence and peace of mind. (Avaii Wealth Management)

Avaii Wealth Management is an Equal Opportunity Employer.