Tax Planning & Prep Advisor

DWM Tax Planning; Wisconsin; On-site; USD 50,000 - 60,000; Full time

Job summary

DWM Tax Planning LLC is seeking a Tax Preparer/Tax Advisor to join our growing Wisconsin firm. You will prepare individual returns, meet with clients, and identify planning opportunities in coordination with financial advisors.

This is an in-person role at our Appleton office with occasional travel to Green Bay, WI. We value accuracy, client service, and the ability to manage a busy tax season with a collaborative team.

Qualifications

• At least one year of individual tax preparation experience.
• Active PTIN or ability to obtain one before starting.
• EA or CPA preferred but not required; support for EA credential.

Responsibilities

• Prepare individual income tax returns
• Meet with clients to gather documents, explain results, and answer questions
• Identify tax planning opportunities such as Roth conversions, capital gain timing, charitable giving, and retirement distribution strategy
• Review tax returns and financial plans for planning opportunities
• Coordinate opportunities with the client's financial advisor so tax and investments stay aligned
• Participate in joint meetings with clients and their financial advisor to walk through tax results and planning recommendations
• Assist in developing financial plans
• Prepare quarterly estimate calculations and year-end tax projections
• Stay current on federal and Wisconsin tax law changes
• Handle other planning and tax-related tasks as needed

Skills

Tax preparation

Client communication

Attention to detail

Time management

Tax software

Learning new systems

Planning-oriented

Education

PTIN credential or CPA/EA pursuit

EA or CPA preferred but not required

Tools

Tax software packages

Job description

DWM Tax Planning LLC is seeking a Tax Preparer/Tax Advisor to join our growing Wisconsin firm. You will prepare individual returns, meet with clients, and identify planning opportunities in coordination with financial advisors.

This is an in-person role at our Appleton office with occasional travel to Green Bay, WI. We value accuracy, client service, and the ability to manage a busy tax season with a collaborative team.