Tax Associate - Wealth Planning & Client Solutions

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

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.