Tax Advisor
Drake & Associates
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 five core values: Ultimate Client Experience, Entrepreneurial Spirit, Working Like a Duck, Extreme Ownership, 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.
Vacancy posted a month ago
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