Tax Advisor    

Enjoy a strong work/life balance while providing tax preparation and tax planning services to clients of an investment advisory firm located in Milwaukee’s northern suburbs.

My client is a long-established, full-service financial advisory firm that provides outstanding service to its clients.

The Tax Advisor reviews income tax returns, primarily Form 1040 and related schedules; prepares amended returns; prepares/reviews income tax projections and determines quarterly tax payments; and more.

My client is seeking a Tax Advisor who will manage the department in the near future.

What’s Great About the Company:

  • Long-established, well-rooted, Milwaukee area firm
  • Professional, friendly office team that likes to have fun
  • Conveniently located
  • Benefit package includes dental and health insurance, 401K, matched HSA, potential for profit sharing and bonus.

What’s Great About the Position:

  • Work/life balance! Owner believes in being home for dinner
  • Direct client interaction with professional clients
  • No charge hour goals/budgets. This is all about servicing existing clients
  • Partial and/or full financial support for professional accreditation/continuing education requirements and other education/training opportunities

Qualified Candidates will Possess the Following:

  • Experience preparing individual tax returns, forms and schedules – preferably 5+ years
  • Knowledgeable about federal and state tax law
  • Strong project management experience
  • Minimum Bachelor’s degree in Accounting, CPA preferred
  • Experience working directly with clients
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