Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Tax & Wealth Advisor: Hybrid, CPA-Driven Growth

KerberRose

KerberRose Wealth Management is seeking a Tax & Wealth Advisor to join our growing team. This role combines tax preparation, planning, and advisory services to assist individuals, families, business owners, and retirement plan participants in making informed financial decisions.

As part of the Wealth Management team, you will integrate tax strategies into clients’ overall financial plans and coordinate with KerberRose tax professionals to ensure comprehensive advice.

#J-18808-Ljbffr
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Tax & Wealth Advisor: Hybrid, CPA-Driven Growth in Appleton, WI vacancy
  •  ...KerberRose Wealth Management is seeking a Tax & Wealth Advisor to join our growing team. This unique...  .... Preferred CPA designation or CPA candidate...  ...to the continued growth and success of the Wealth...  ...Opportunities Flexible and Hybrid Work Opportunities... 
    Suggested
    Flexible hours

    KerberRose

    Appleton, WI
    2 days ago
  • $184k - $276k

     ...SummaryAs the Audit & Tax Marketing Lead, you...  ...for our high-growth Audit and Tax practices...  ...firm as a trusted advisor in a competitive landscape...  ...with the firm's hybrid work model, this...  ...public accounting (CPA) firm that provides...  ...of 12,000 quality-driven professionals enjoying... 
    Suggested
    Internship
    Seasonal work
    Work at office
    Local area
    Flexible hours
    Shift work
    3 days per week

    Grant Thornton

    Appleton, WI
    5 days ago
  •  ...Certified Public Accountant (CPA) to join our team on-site in Neenah...  .... In this role, you will lead tax preparation and filing,...  ...our clients. As a key client advisor, you will collaborate closely...  ...proactive solutions that drive growth and financial health. Accounting... 
    Suggested

    Endries Otto, LLC

    Appleton, WI
    4 days ago
  • $108k - $143k

     ...Group Location: Appleton, WI (Hybrid available) At Boldt, we...  ...numbers, you'll serve as a trusted advisor to project teams, bringing...  ...We create opportunities for growth, fulfillment, and reaching full...  ...success and your future Purpose ‑Driven : ESG‑focused work aligned... 
    Suggested
    Work at office

    The Boldt Company

    Appleton, WI
    8 days ago
  •  ...Sikich is seeking an Indirect Tax Specialist in Menasha, WI. This hybrid, temp-to-perm role focuses on sales and use tax compliance, requiring strong Excel skills and ability to interpret tax regulations. The ideal candidate will maintain records, support audits, and... 
    Suggested
    Permanent employment
    Temporary work
    Flexible hours

    Sikich

    Menasha, WI
    2 days ago
  • $27 - $41 per hour

     ...unique opportunity combines tax expertise,...  ...will serve as a trusted advisor, empowering customers to...  ...primary driver of local growth, you will own your market...  ...EA (Enrolled Agent), CPA (Certified Public Accountant...  ...Entrepreneurial and self-driven with a business ownership... 
    Work at office
    Local area
    Monday to Friday

    Intuit

    Appleton, WI
    3 days ago
  • As the Corporate Tax Manager, you’ll be a...  ...consulting experience CPA or JD/active law...  ...as needed #LI-CL2 #hybrid At Grant Thornton,...  ...and Grant Thornton Advisors LLC (not a licensed...  ...of 12,000 quality-driven professionals enjoying...  ...exceptional career-growth opportunities and a... 
    Internship
    Seasonal work
    Work at office
    Local area
    Flexible hours
    3 days per week

    Grant Thornton

    Appleton, WI
    5 days ago
  • $65k - $140k

     ...solving skills - In-depth. Influence skills - In-depth. Data driven decision making - In-depth. Salary $65,000.00 - $140,000.00...  ..., we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued,... 
    Contract work
    Part time
    Local area

    Bmo

    Appleton, WI
    1 day ago
  • $5,000 per month

     ...Tax AccountantBrownsville, WI Corporate Office; Milwaukee, WI; Neenah, WIImproving America...  ...Top 400 ContractorsOur steady, strategic growth revolves around a commitment to qualityWe...  ...for the type(s) of vehicles which may be driven and an acceptable driving record as determined... 
    Temporary work
    Work at office
    Local area
    Flexible hours

    Michels

    Neenah, WI
    1 day ago
  •  ...oversee planning to completion, and help grow client relationships while maintaining high service standards. Requirements include CPA license, a bachelor’s in Accounting or related field, and 5+ years in public accounting with nonprofit experience. You’ll join a collaborative... 
    Flexible hours

    KerberRose S.C.

    Appleton, WI
    4 days ago
  •  ...registrations, and complete Thrivent’s comprehensive advisor onboarding program. After onboarding, you...  ...’re: Self-disciplined, independent and driven to succeed. Motivated by helping others...  ...and opportunity for professional growth as you build your business. Well‑being programs... 
    Local area

    Thrivent

    Appleton, WI
    5 days ago
  •  ...Senior Vice President, Lead Wealth Advisor About the Company A nationally recognized wealth...  ...management, retirement planning, tax strategies, estate planning, insurance,...  ...exceptional resources, collaboration, and growth potential. The candidate should be an entrepreneurial... 
    Immediate start

    Confidential

    Appleton, WI
    2 days ago
  •  ...The Boldt Company is seeking an Estimating Manager in Appleton, WI (Hybrid) to lead both projects and people from preconstruction through constructability. You will mentor a team of 4-5 estimators and collaborate with Project Executives to deliver accurate, financially... 
    Relocation package

    The Boldt Company

    Appleton, WI
    11 hours ago
  • $17 - $28.96 per hour

     ...critical to our success. If you thrive in an environment where your growth and development are encouraged and supported, then Associated...  ...to guide your career path. We foster a supportive, team-driven culture where your contributions make a real difference. **Apply... 
    Hourly pay
    Full time
    Immediate start

    Associated Banc‑Corp

    Appleton, WI
    2 days ago
  •  ...critical to our success. If you thrive in an environment where your growth and development are encouraged and supported, then Associated...  ...to guide your career path. We foster a supportive, team‑driven culture where your contributions make a real difference. We welcome... 

    Associated Bank

    Appleton, WI
    5 days ago
  •  ...: At Oshkosh, you'll be part of a purpose-driven organization that builds products and solutions...  ...with Microsoft Office Suite.Active CPA strongly preferred; CPA candidates in progress...  ...opportunities to support team member growth and success.Oshkosh is committed to working... 
    Permanent employment
    Full time
    Work at office

    Oshkosh

    Appleton, WI
    6 days ago
  •  ...AccountantAre you an experienced accounting professional that is detail-driven and delivers results through accuracy, leadership, and...  ...productive peer relationships built on trust and mutual respect.Growth-Minded: Willing to develop self and others, demonstrating potential... 
    Local area

    Illinois Tool Works

    Appleton, WI
    4 days ago
  •  ...We PRIDE ourselves on our Core Values of: Performance - HBS is driven to achieve exceptional results in all aspects of our business....  ...Fair Wage, Retirement Plans, Benefits with HSA Compatible Plans) Growth Opportunities Community Involvement Personal Development Employee... 
    Full time

    Heartland Business Systems

    Little Chute, WI
    5 days ago
  •  ...should have 1-3 years of audit experience, excellent communication skills, and attention to detail. This position offers the potential for hybrid work arrangements and a competitive benefits package, including medical, dental, and volunteer time off. #J-18808-Ljbffr... 
    Full time

    Fox Communities Credit Union

    Appleton, WI
    5 days ago
  • Andy Wescott - State Farm Agent is hiring an Account Associate to support daily operations and grow the agency through strong client relationships and proactive service. You will educate clients on coverage options and help align products to meet their needs. Join a...

    Andy Wescott

    Appleton, WI
    5 days ago
  • $61k - $119k

     ...Financial Advisor Opportunity At Northwestern MutualBecoming a financial...  ...—including investments for growth, insurance for protection, and...  ...contractors3 for income tax purposes, and a statutory employee...  ...SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment... 
    Full time
    Contract work
    For contractors
    Work at office

    Northwestern Mutual

    Appleton, WI
    2 days ago
  • $51.4k - $79.2k

     ...will play a critical role in delivering data-driven financial insights that support strategic...  ...opportunities and drive profitable growth. YOUR IMPACT: These duties are not...  ...completed) additional professional licenses (CPA CMA CFA etc.) Familiarity with financial... 
    Permanent employment
    Full time
    Internship
    Work at office

    Oshkosh

    Appleton, WI
    20 days ago
  • $129.5k - $194.3k

     ...vision is to help create the products that build a better world. Driven by a passion for excellence, we partner with leading Aerospace/...  ...through various development programs designed to accelerate your growth. Plexus offers a comprehensive benefits package designed to... 
    Contract work
    Work experience placement
    Work at office

    Plexus

    Neenah, WI
    4 days ago
  •  ...BMO Financial Group in the United States seeks a Financial Advisor to provide planning and guidance, selling managed products and services...  ..., and collaborating with partners to ensure compliant, data-driven outcomes for clients’ personal and commercial banking goals.... 

    BMO U.S.

    Appleton, WI
    2 days ago
  •  ...next step in your career? We're seeking a driven Financial Accountant to join our team in a...  ...card transactions. Administer sales and use tax compliance, vendor documentation, and...  ...our people and provide opportunities for growth and advancement. Accountability & Integrity... 

    Galloway Company

    Neenah, WI
    4 days ago
  •  ...H&R Block, Inc. is seeking a seasonal Experienced Tax Professional to prepare accurate tax returns and guide clients through complex tax scenarios. You will interview clients, identify savings opportunities, and deliver empathetic, consultative service in a local tax... 
    Seasonal work
    Work at office
    Local area

    H&R Block

    Appleton, WI
    5 days ago
  •  ...investment accounts. Prepare specific monthly journal entries, sales tax returns, and warranty expense account analysis. Analyze and...  ...term disability programs and tuition assistance. #LI-AO #LI-Hybrid #Appcast ADA Statement & EEO Statement In developing... 
    Temporary work
    Internship
    Local area
    Worldwide

    A.O. Smith

    Appleton, WI
    1 day ago
  •  ...and we are committed to investing in their growth and development. The Personal Banker...  ...branch, serving as a trusted financial advisor who reflects Nicolet’s culture, values, and...  ...(mortgage, commercial banking, wealth) to ensure a comprehensive financial experience... 
    Temporary work
    Work at office
    Local area

    Nicolet Bank

    Appleton, WI
    3 days ago
  • $50k - $75k

    Job Description Job Description Tax Advisor DWM Tax Planning LLC, affiliated with Dreyer Wealth Management Appleton, Wisconsin | Full-time | In person | $50,000 to...  ...clients, in person and on the phone. Preferred EA or CPA, or progress toward either. If you don't have a... 
    Full time
    Summer work
    Work at office
    Monday to Friday
    Monday to Thursday

    DWM Tax Planning

    Appleton, WI
    3 days ago
  •  ...sales pipeline. Work collaboratively with a team focused on growth and delivering an outstanding customer experience. What We're...  ...positive attitude and strong work ethic. A competitive, goal-driven personality with a desire to succeed. Excellent communication... 

    Josh Carter - State Farm Agent

    Neenah, WI
    7 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Tax & Wealth Advisor: Hybrid, CPA-Driven Growth. Be the first to apply!