Tax & Wealth Advisor — Hybrid Role with CPA Perks

KerberRose S.C.; Appleton (WI); Hybrid; USD 85,000 - 150,000; Full time

Benefits offered by this job

Competitive compensation

Paid Time Off and Holidays

Employer Matching 401(k) and Profit-Sh

Professional Certification Incentives

Continuing Professional Education

Wellness Programs and Reimbursements

Student Loan Repayment Program

Job summary

KerberRose Wealth Management is seeking a Tax & Wealth Advisor to join our growing team in a role that blends tax preparation, planning, and client advisory services. You will work closely with Financial Advisors to integrate tax strategies into comprehensive financial plans and serve as a trusted resource for clients.

The position emphasizes client interaction and a move beyond traditional tax compliance into consultative tax planning while remaining actively involved in tax preparation and

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.

Job description

KerberRose Wealth Management is seeking a Tax & Wealth Advisor to join our growing team in a role that blends tax preparation, planning, and client advisory services. You will work closely with Financial Advisors to integrate tax strategies into comprehensive financial plans and serve as a trusted resource for clients.

The position emphasizes client interaction and a move beyond traditional tax compliance into consultative tax planning while remaining actively involved in tax preparation and