Tax & Wealth Advisor: Hybrid, CPA-Driven Growth

KerberRose; Appleton (WI); Hybrid; USD 90,000 - 130,000; Full time

Benefits offered by this job

Health insurance

401(k) matching

Paid time off

Professional development opportunities

Hybrid work opportunities

Job summary

KerberRose Wealth Management is seeking a Tax & Wealth Advisor to join our growing team. This role combines tax preparation, planning, and advisory services to assist individuals, families, business owners, and retirement plan participants in making informed financial decisions.

As part of the Wealth Management team, you will integrate tax strategies into clients’ overall financial plans and coordinate with KerberRose tax professionals to ensure comprehensive advice.

Qualifications

• Bachelor’s degree in Accounting, Finance, or related field.
• Three to seven years of tax preparation experience.
• Strong knowledge of individual and business taxation.
• Experience preparing complex individual tax returns.
• Excellent communication and interpersonal skills.
• Strong organizational skills and attention to detail.
• Ability to manage multiple priorities and deadlines.
• Commitment to delivering exceptional client service.

Responsibilities

• Prepare and/or review individual, trust, partnership, S-corporation, and corporate income tax returns.
• Coordinate the collection and review of tax documentation from clients.
• Ensure tax returns are completed accurately and in compliance with federal and state regulations.
• Stay current on changes in tax laws and regulations that may impact clients.
• Assist clients with responding to tax notices and requests from taxing authorities.
• Identify proactive tax planning opportunities for clients throughout the year.
• Prepare tax projections and scenario analyses.
• Collaborate with Wealth Management Advisors to develop tax-efficient financial planning strategies.
• Assist clients with retirement income planning from a tax perspective.
• Evaluate tax implications of investment decisions, charitable giving strategies, Roth conversions, business transactions, and retirement distributions.
• Participate in client planning meetings and provide tax-related guidance.
• Serve as a dedicated tax resource for the KerberRose Wealth Management team.
• Work closely with advisors to incorporate tax considerations into comprehensive financial plans.
• Support business development efforts by demonstrating the value of integrated tax and wealth management services.
• Collaborate with Client Service Associates and Advisors to deliver an exceptional client experience.
• Help educate advisors and team members regarding tax developments and planning opportunities.
• Act as the primary point of coordination between the Wealth Management team and KerberRose tax specialists.
• Facilitate communication and information sharing among clients, advisors, and tax professionals.
• Coordinate complex tax situations requiring specialized expertise.
• Ensure clients receive consistent and coordinated advice across all service areas.
• Develop and maintain strong relationships with clients.
• Respond to client inquiries in a timely and professional manner.
• Explain complex tax concepts in a clear and understandable manner.
• Demonstrate a commitment to exceptional client service and long-term relationship building.

Skills

Tax preparation

Tax planning

Client advisory

Education

Bachelor’s degree in Accounting, Finance, or related field

Job description

KerberRose Wealth Management is seeking a Tax & Wealth Advisor to join our growing team. This role combines tax preparation, planning, and advisory services to assist individuals, families, business owners, and retirement plan participants in making informed financial decisions.

As part of the Wealth Management team, you will integrate tax strategies into clients’ overall financial plans and coordinate with KerberRose tax professionals to ensure comprehensive advice.