Tax Planner & Preparer — Year-Round Client Strategy

Drake & Associates; Waukesha (WI); On-site; USD 65,000 - 100,000; Full time

Job summary

Drake & Associates is a Wisconsin-based financial planning firm seeking a tax professional who enjoys proactive client planning year-round. The role focuses on individual federal and state returns for families, retirees, and business owners, with client relationships built in by the advisors.

You will prepare and review federal and state returns, meet with clients to identify planning opportunities, and partner with advisors on Roth conversions, retirement income, and capital gains.

Qualifications

• Active PTIN or ability to obtain one before preparing returns.
• Significant professional tax preparation experience.
• Strong individual federal and state income tax experience.
• Experience with tax planning, not just return preparation.

Responsibilities

• Prepare and review federal and state individual income tax returns.
• Meet with clients year-round to find planning opportunities and reduce future tax liabilities.
• Run tax projections, estimated payments, and scenario analyses to guide client decisions.
• Work with Financial Advisors to build tax strategy into clients' financial plans.
• Research complex tax questions and explain the answers in plain language.
• Help clients respond to IRS and state notices.

Skills

PTIN active

Tax prep experience

Federal/state tax

Tax planning

Education

CPA credential

Enrolled Agent (EA)

Job description

Drake & Associates is a Wisconsin-based financial planning firm seeking a tax professional who enjoys proactive client planning year-round. The role focuses on individual federal and state returns for families, retirees, and business owners, with client relationships built in by the advisors.

You will prepare and review federal and state returns, meet with clients to identify planning opportunities, and partner with advisors on Roth conversions, retirement income, and capital gains.