Tax Planner & Preparer (Year-Round)

Drake & Associates

Waukesha, WI

Job Description
Job Description
Drake & Associates is a Wisconsin-based financial planning firm that helps families retire with confidence. We're looking for a tax professional who wants more than a busy season: someone who enjoys planning ahead with clients as much as preparing their returns.
Why This Role Is Different
Year-round work. About half your year is proactive planning and client strategy, so the work doesn't stop on April 15.
Focused on individuals. You'll work on individual federal and state returns for families, retirees, and business owners, without a backlog of corporate and partnership filings.
Planning that matters. You'll partner with our Financial Advisors on Roth conversions, retirement income, charitable giving, and capital gains, which are decisions that shape how clients retire.
Built-in client relationships. Our advisors bring you the clients, so you can focus on doing great tax work.
What You'll Do
Prepare and review federal and state individual income tax returns
Meet with clients year-round to find planning opportunities and reduce future tax liabilities
Run tax projections, estimated payments, and scenario analyses to guide client decisionsWork with Financial Advisors to build tax strategy into clients' financial plans
Research complex tax questions and explain the answers in plain language
Help clients respond to IRS and state notices
What You Bring
Required
Active PTIN, or the ability to obtain one before preparing returns
Significant professional tax preparation experience
Strong individual federal and state income tax experience
Experience with tax planning, not just return preparation
Strongly preferred
CPA or Enrolled Agent (EA) credential
Experience with high-net-worth individuals, retirees, and business owners
Experience handling IRS and state notices and representing clients before taxing authorities
Our Values
We're guided by four core values: Ultimate Client Experience, Extreme Ownership, Entrepreneurial Spirit, and Respect the Family . If you take pride in doing the right thing for clients and supporting your team, we'd love to hear from you.

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Vacancy posted 8 days ago

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