Tax Planner & Preparer — Year-Round Client Strategy
Drake & Associates
Drake & Associates is a Wisconsin-based financial planning firm seeking a tax professional who enjoys proactive client planning year-round. The role focuses on individual federal and state returns for families, retirees, and business owners, with client relationships built in by the advisors. You will prepare and review federal and state returns, meet with clients to identify planning opportunities, and partner with advisors on Roth conversions, retirement income, and capital gains. #J-18808-Ljbffr Drake & Associates
Vacancy posted 1 day ago
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