Tax Advisor

Job Description

Job Description

** Tax Advisor **

** DWM Tax Planning LLC, affiliated with Dreyer Wealth Management **

Appleton, Wisconsin | Full-time | In person | $50,000 to $75,000 per year plus annual bonus

** About DWM Tax Planning **

DWM Tax Planning LLC is the tax practice of Dreyer Wealth Management, an independent wealth advisory firm with offices in Appleton and Green Bay, Wisconsin. Dreyer Wealth Management helps individuals and families make confident financial decisions through financial planning and investment management. We started the tax practice so our clients can get tax preparation and planning from a team that already understands their full financial picture.

This is a ** ****** new practice and a new position. You'll have a real say in how the practice is built, from establishing processes and procedures to what we take on next.

** Position Summary **

The Tax Advisor prepares individual income tax returns for the firm's clients and works alongside our financial advisors to bring tax planning into every client relationship. The role blends technical tax work, direct client contact, and planning analysis. Your clients are the firm's existing planning clients, so the caseload is manageable and the focus is on quality and strategy rather than volume.

This position is based primarily in our Appleton office located at 331 E Washington St. Day-to-day work, client meetings, and team collaboration all take place in Appleton, with occasional trips to our Green Bay office.

The right person is detail-oriented, comfortable speaking with clients, and interested in the planning side of tax work, not only compliance.

** Key Responsibilities **

• Prepare individual federal and Wisconsin income tax returns.
• Meet with clients to gather documents, explain results, and answer questions.
• Review tax returns and financial plans to identify planning opportunities such as Roth conversions, capital gains timing, charitable giving strategy, and retirement distribution planning.
• Prepare quarterly estimated tax calculations and year-end tax projections.
• Research federal and Wisconsin tax law changes and explain what they mean for our clients and advisors.

** Financial Planning and Client Work **

• Coordinate tax recommendations with each client's financial advisor to ensure the tax and investment sides of their finances remain aligned.
• Join client meetings with the financial advisor to walk through tax results and planning recommendations together.
• Assist in building and updating financial plans.
• Prepare tax-related meeting materials and follow-up items.

** Qualifications **

• At least one year of experience preparing individual income tax returns.
• Active PTIN, or the ability to obtain one before your start date.
• Comfortable working directly with clients, in person and on the phone.
• Strong attention to detail and the ability to stay organized and accurate during tax season.
• Proficiency with tax software and a willingness to learn new systems.
• Ability to pass a background check and fingerprinting, required because of our affiliation with a FINRA member broker-dealer.

** Preferred **

• EA or CPA, or progress toward either. If you don't have a credential yet, we'll support you in earning your EA.
• Experience with tax planning, not only return preparation.
• Working knowledge of retirement planning and tax-efficient investment strategies.

** What Success Looks Like **

• Returns are accurate, filed on time, and clearly explained to clients.
• Planning opportunities are identified and passed to the advisor before year-end, not discovered after the fact.
• Clients see you as part of their advisory team, not a separate preparer they visit once a year.
• The practice has a clear, repeatable process that you helped design.

** Pay and Benefits **

• $50,000 to $75,000 per year, depending on experience and credentials.
• Annual bonus based on company performance, profitability, and number of returns filed.
• Retirement plan with employer match.
• Paid time off and paid holidays.
• Four-day work weeks in summer (no Fridays).
• Support for earning your EA credential, if needed.
• Quarterly team outings.

** Schedule and Location **

• Monday through Friday, 8:00 AM to 4:30 PM. Monday through Thursday during the summer.
• Possible longer hours during tax season, balanced by a lighter schedule the rest of the year.
• Primary location: 331 E Washington St, Appleton, WI 54911.
• Occasional travel to our Green Bay office.

** Why Join Us **

• A new role where your decisions help shape the practice.
• Work alongside experienced wealth advisors on real planning questions, not just returns.
• An established client base from day one, with no need to build a book or sell products.
• A schedule that recognizes tax season is hard and gives time back in the summer.
• Support for earning your EA and growing into a senior planning role as the practice grows.

Candidates who advance will complete a background check and fingerprinting before an offer is finalized.