Tax Preparer / Tax Advisor

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.