Tax & Wealth Advisor — Hybrid & CPA‑Driven Planning

KerberRose; Green Bay (WI); Hybrid; USD 90,000 - 140,000; Full time

Benefits offered by this job

Competitive compensation

Hybrid work opportunities

Health, dental, vision insurance

401(k) with match

Mentorship and professional growth

Job summary

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

As a key member of the Wealth Management team, you will coordinate with Financial Advisors to integrate tax strategies into comprehensive plans and deliver proactive guidance that enhances long-term client outcomes.

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.

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 retirement income planning from a tax perspective.
• Collaborate with Wealth Management Advisors to develop tax-efficient financial planning strategies.
• Serve as a dedicated tax resource for the KerberRose Wealth Management team.
• Help educate advisors and team members regarding tax developments and planning opportunities.

Skills

Tax preparation

Tax planning

Client advisory

Communication skills

Organizational skills

Attention to detail

Time management

Education

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

Tools

Tax software

Job description

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

As a key member of the Wealth Management team, you will coordinate with Financial Advisors to integrate tax strategies into comprehensive plans and deliver proactive guidance that enhances long-term client outcomes.