Tax Advisor

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 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.

Apply

Vacancy posted 2 days ago

Similar jobs that could be interesting for youBased on the Tax Advisor in Waukesha, WI vacancy

Seasonal Tax Preparers Needed
...About the Role As a seasonal Tax Associate at H&R Block, you’ll begin a career in tax and client services—no prior tax experience required. With training and support from day one, you’ll work directly with clients to gather information, prepare tax returns, and answer...
Suggested
Hourly pay
Seasonal work
Work at office
Local area
Weekend work
Afternoon shift
H&R Block
Waukesha, WI
2 days ago
Tax Associate
...Tax Associate (42575) Maximise your chances of a successful application to this job by ensuring your CV and skills are a good match. Our client is an organization in the Waukesha County area that's looking for a Tax Associate. Our client is looking for someone...
Suggested
Work at office
Truity Partners
Waukesha, WI
3 days ago
CPA/Senior Tax Preparer
...Job Description A Well-Established CPA firm in the area is looking to add a Tax Senior to their team. This stable and growing firm offers their staff a collaborative and family-oriented environment! This role offers direct access to leadership and client contact...
Suggested
Relocation package
gpac
New Berlin, WI
2 days ago
Audit and Tax Preparer
...Tax Associate Hybrid | Chortek At Chortek, our people come first. We’re a leading professional services and planning firm built on a business‑advisor work model that supports clients across accounting, auditing, tax compliance, technology solutions, and customized M&A...
Suggested
Summer work
Local area
Flexible hours
Chortek
Pewaukee, WI
15 hours ago
Experienced Tax Preparer
...discounts Flexible schedule Opportunity for advancement Signing bonus Training & development Calling all Experienced Tax Preparers! Join our team for an exciting seasonal opportunity that offers flexible schedules. Leverage your tax expertise, business background...
Suggested
Full time
Part time
Seasonal work
Local area
Relocation package
Flexible hours
Shift work
Jackson Hewitt
Waukesha, WI
15 hours ago
Tax Preparer - Full Time or Part-Time (Flexible Hours)
...discounts Flexible schedule Opportunity for advancement Signing bonus Training & development Calling all experienced tax preparers! Join our team for an exciting seasonal opportunity that offers flexible schedules. Leverage your tax expertise, business...
Extra income
Full time
Part time
Local area
Relocation package
Flexible hours
Shift work
Jackson Hewitt Tax Service, Inc.
Waukesha, WI
4 days ago
Tax Associate
$55k - $65k
...Join a team full of growth and opportunity. We are a tax, accounting, insurance, and financial services firm dedicated to providing thoughtfully crafted tax and financial solutions to our clients. We are looking for an experienced staff accountant to join our team. Tax...
Temporary work
Dovetailteam
Pewaukee, WI
1 day ago
CPA/Senior Tax Preparer
...Senior Tax Associate A growing regional CPA firm is hiring a Senior Tax Associate to join its team. If you want to build your tax career at a firm that truly values work-life balance, this is one to look at. They've created a positive, supportive culture where people...
Work at office
gpac
Waukesha, WI
1 day ago
Financial Controller
$100k - $125k
I am looking to hire a full-time Financial Controller for a reputable company here in Waukesha, WI (53188) . This role will be permanent and is looking to interview right away. Pay: $100,000 - $125,000 & Full Benefits Schedule: M-F, 8am – 4pm Hybrid: 100% onsite Responsibilities...
Permanent employment
Full time
Connect Search
Waukesha, WI
3 days ago
Experienced Tax Preparer
...salary Employee discounts Flexible schedule Opportunity for advancement Signing bonus Training & development Calling all Experienced Tax Preparers! Join our team for an exciting seasonal opportunity that offers flexible schedules. Leverage your tax expertise, business background...
Full time
Part time
Seasonal work
Relocation package
Flexible hours
Shift work
Jackson Hewitt - FMX
Waukesha, WI
2 days ago
Seasonal Tax Preparers Needed
We are hiring for a Seasonal Tax Preparer in New Berlin, WI. This role will assist a public accounting firm for the tax season. If you recently graduated with your accounting degree or have experience with individual returns, this could be a good fit for you. Seasonal Tax...
Seasonal work
LHH
New Berlin, WI
2 days ago
Accounting Specialist
Bookkeeper / Accounting Specialist Location: Waukesha, WI Schedule: Monday–Friday, 8:00 AM–4:00 PM | 100% onsite A growing, established service organization in the Waukesha area is looking to add a Bookkeeper / Accounting Specialist to its accounting and administrative...
Work at office
Monday to Friday
Weekday work
Truity Partners
Waukesha, WI
3 days ago
Tax Preparer - Full Time or Part-Time (Flexible Hours)
...Tax Preparer Opportunity Calling all experienced tax preparers! Join our team for an exciting seasonal opportunity that offers flexible schedules. Leverage your tax expertise, business background, and knowledge of tax laws to propel you to the next level. You will provide...
Extra income
Full time
Part time
Local area
Relocation package
Flexible hours
Shift work
Jackson Hewitt
Waukesha, WI
3 days ago
Assistant Controller
$140k - $150k
Excellent opportunity for someone looking to grow into future accounting leadership positions. The company has built a strong reputation around safety, quality, integrity, and customer-focused project execution. Opportunity to work closely with operations and leadership...
CFS
Waukesha, WI
1 day ago
Assistant Controller
$110k - $150k
...implementation, and maintenance of internal controls and accounting policies. Coordinate and support annual financial statement audits, tax filings, and other regulatory reporting requirements. Partner with operational leaders to provide financial insights and support...
Truity Partners
Waukesha, WI
1 day ago
Tax Manager/Wealth Advisor
...Affiliated Financial Advisors, Inc 2600 N. Mayfair Rd. Ste 200 Milwaukee, WI 53226 (***) ***-**** / (***) ***-**** fax Contact:... ...our clients with trustworthy investment services integrated with tax preparation and tax planning in a collaborative, engaging environment...
Full time
Affiliated Financial Advisors
Milwaukee, WI
1 day ago
Assistant Controller
$145k - $165k
Assistant Controller Salary: $145,000-$165,000 + Discretionary Bonus Why You Should Consider This Opportunity: Join a rapidly expanding organization that has more than doubled its revenue and continues to invest in future growth Gain significant visibility...
Immediate start
Creative Financial Staffing
Waukesha, WI
4 days ago
CPA/Senior Tax Preparer
...Tax Senior A well-established CPA firm in the area is looking to add a Tax Senior to their team. This stable and growing firm offers their staff a collaborative and family-oriented environment! This role offers direct access to leadership and client contact. This is...
Relocation package
GPAC
New Berlin, WI
1 day ago
Senior Tax Associate
$75k - $95k
...Senior Tax Associate A well-regarded small/mid-size CPA firm is seeking a Senior Tax Associate to prepare and review returns, mentor staff, and support active client relationships. Highlights ~ Prepare and review individual, S-corp, C-corp, and partnership returns...
Immediate start
Flexible hours
GPAC
Waukesha, WI
4 days ago
Financial Controller
...while monitoring working capital, billing accuracy, and cost controls. Maintain strong internal controls and ensure compliance with tax filings, external audit requests, and day-to-day AR and AP operations. Support budgeting, forecasting, and variance analysis in...
Work at office
Automatic Entrances of Wisconsin
Waukesha, WI
6 days ago
Senior Accounting Specialist
Job Description Job Description Innovative Signs | 10–15 Hours Per Week | Flexible Schedule Innovative Signs is a family-owned business celebrating 25 years of success. We are seeking an experienced, detail-oriented accounting professional to join our team...
Part time
10 hours per week
Flexible hours
Innovative Signs
Waukesha, WI
3 days ago
Tax Accountant
$5,000 per month
...the best. We have a diverse market footprint within the US and across the globe. Our work improves lives. Find out how a career as a Tax Accountant can change yours. A Tax Accountant, you are responsible for the collection of tax-related information and reporting to...
Full time
Temporary work
For contractors
Work at office
Local area
Flexible hours
Michels Corporation
Milwaukee, WI
more than 2 months ago
Assistant Controller
Kforce's client in the Waukesha, WI area is looking for an Assistant Controller. Summary: The Assistant Controller is responsible for overseeing all aspects of cash forecasting, monthly financial close, and financial reporting. This role will also collaborate with FP&A...
Full time
Work at office
Waukesha, WI
7 days ago
Tax Preparer
...make a meaningful difference where you live, work, and play, our door is always open. A Typical Day... Joining H&R Block as a Tax Professional means you will have the support of an expert team dedicated to providing you with the tax training you need to be successful...
Work at office
H&R Block
Milwaukee, WI
3 days ago
Tax Accountant
...Accountant – Tax & Small Business Accounting An established accounting firm is seeking an Accountant to prepare individual and business tax returns and provide accounting support to small business clients. This role combines hands-on tax preparation, financial reporting...
Full time
Robert Half
Greenfield, WI
15 hours ago
Tax Preparer CPA Required
...complexities for our clients, offering a collaborative environment that fosters innovative strategies and operational excellence. Tax Associates will assist in the preparation and filing of federal and state(s) business, individual, and other related tax forms. There...
Lucida Tax + Accounting Solutions
Brookfield, WI
1 day ago
Tax Preparer CPA Required
$25 - $35 per hour
...Ready to make an impact this tax season? We’re looking for a driven and detail-oriented Tax Preparer to join our dynamic team for the 2027 tax season! In this role, you won’t just crunch numbers—you’ll play a key part in helping individuals, businesses, and trusts...
Hourly pay
Work at office
Local area
DBHW Wealth Partners
Brookfield, WI
15 hours ago
Sr. Internal Auditor - To $80K - Waukesha, WI - Job # 3354b
$80k
Sr. Internal Auditor – To $80K – Waukesha, WI – Job # 3354b Who We Are The Symicor Group is a boutique talent acquisition firm based in Lincolnshire, IL & Rockport, TX. Our nationally unique value proposition centers around providing the very best available banking and...
Work at office
Symicor Group
Waukesha, WI
more than 2 months ago
CPA/Senior Tax Preparer
$85k - $115k
...Senior Associate – Tax & Accounting Mueth CPA, LLC is growing, and we’re looking for a Senior Associate to join our team in Waukesha. This is an opportunity to work directly with business owners and individuals on tax compliance, planning, and advisory projects while...
Full time
Mueth CPA, LLC
Milwaukee, WI
1 day ago
Tax Expert - Expert Center (Midwest)
$27 - $41 per hour
...locations across the United States. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to... ...a TurboTax - Local Service Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes...
Work at office
Local area
Monday to Friday
Intuit
Delafield, WI
7 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Tax Advisor. Be the first to apply!