Tax Preparer / Tax 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

Job Description

Tax Preparer / Tax Advisor

DWM Tax Planning LLC

About Us

DWM Tax Planning LLC is a new tax preparation and planning firm affiliated with Dreyer Wealth Management, an independent, client-focused wealth advisory firm with locations in Appleton, WI, and Green Bay, WI. Dreyer Wealth Management helps individuals and families make confident financial decisions through thoughtful financial planning and investment management, and DWM Tax Planning extends that work to the tax side. This is a new position, and the person we hire will help shape how the practice is built.

What You’ll Do

• 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 those opportunities with the client's financial advisor so the tax and investment sides stay aligned
• Participate in joint meetings with clients and their financial advisor to walk through tax results and planning recommendations together
• 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

What We’re Looking For

• 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; we will support your pursuit of the EA credential
• Comfortable working directly with clients, not just with returns
• Strong attention to detail and the ability to manage a heavy caseload during tax season without letting quality slip
• Comfortable with tax software and willing to learn new systems
• Interest in the planning side of tax work

Pay

• $50,000 to $60,000 per year, depending on experience and credentials
• Annual bonus based on company performance, profitability, and number of returns filed

Benefits

• Paid time off and paid holidays
• Bonuses based on company performance and profitability
• No Fridays in Summer
• Quarterly team-building outings

Schedule

• Full time: Monday through Friday: 8:00 AM to 4:30 PM
• Summer: Monday through Thursday: 8:00 AM to 4:30 PM
• Possible additional hours during tax season
• Flexibility in work hours depending on needs

Work Location

• In person: 331 E Washington St, Appleton, WI 54911
• Occasional travel to our Green Bay, WI location

All advancing candidates must successfully complete a background check and fingerprinting, which is required because of our affiliation with a FINRA member broker-dealer.