Tax Planning Advisor

KeyStone; Eau Claire (WI); On-site; USD 72,000 - 88,000; Full time

Benefits offered by this job

Salary starting at $80,000

Bonuses based on experience and output

Professional licensing support

Continuing education support

In-person year-round work in Eau Clair

Job summary

Keystone is seeking a year-round, full-time Tax Advisor to spend more time consulting with clients than processing returns. You’ll work with families and business owners, alongside our financial advisors, on tax and year-end planning in Eau Claire/Bloomer, WI.

Starting salary is at least $80,000 and total pay plus bonuses depends on experience and production. CPA or Enrolled Agent credentials are preferred, with exam candidates considered, and in-person collaboration is a core part of the role.

Qualifications

• Experience in a firm or planning-oriented tax practice.
• CPA or Enrolled Agent preferred; candidates sitting for the exam or building toward credentialing will be considered.
• Wisconsin experience is a plus.
• Comfort with professional tax software and standard office tools.
• Willingness to work in person year-round from Eau Claire or Bloomer area offices.

Responsibilities

• Lead tax consulting conversations: projections, estimated taxes, entity structure, retirement and year-end planning
• Partner with financial advisors so tax, investment, and estate decisions stay connected
• Prepare and review individual, S corporation, partnership, and related returns as part of a complete client relationship
• Research federal and Wisconsin issues and document positions clearly
• Help improve planning deliverables, checklists, and workflow as the tax practice grows

Skills

Client communication

Detail oriented

Tax planning

In-person work

Collaboration

Education

CPA or EA preferred

Tools

UltraTax CS

Job description

Keystone is seeking a year-round, full-time Tax Advisor to spend more time consulting with clients than processing returns. You’ll work with families and business owners, alongside our financial advisors, on tax and year-end planning in Eau Claire/Bloomer, WI.

Starting salary is at least $80,000 and total pay plus bonuses depends on experience and production. CPA or Enrolled Agent credentials are preferred, with exam candidates considered, and in-person collaboration is a core part of the role.