Advisor Opportunity in Financial Planning Firm

WSEA Members may post a complimentary job posting. Non-members may post a job for $100. Job postings remain on the website for 30 days, are emailed to all members and non-members, and are shared on social media. Advisor Opportunity in Financial Planning Firm Job Posting May. 21, 2026 Looking for an advisor that will utilize tax preparation, along with tax strategies and financial planning . This role focuses on optimizing clients' financial health through proactive tax minimization and integrated wealth building to ensure client's lifelong financial success. Core Responsibilities Tax Preparation & Filing: Preparing and electronically filing accurate federal and state tax returns for individuals/professionals and small businesses (primarily Scheule C & S Corporations). Advanced Tax Strategies: Designing tax-saving strategies for current and future years. Financial Planning Integration: Merging tax planning with broader financial objectives, including retirement planning, investment tax-efficiency, and comprehensive planning personalized for each client. Qualifications & Requirements Credentials: Must have a minimum of the IRS annual AFSP with a PTIN, but Enrolled Agent, CPA and/or CFP completed or in process highly desired. Software Proficiency: Drake Tax Software preferred, along with experience with financial planning concepts and software programs is helpful. Communication Skills: Strong analytical ability and the interpersonal skills to translate complex tax laws and financial planning concepts into actionable advice for clients Part-Time or Full-Time Option: Depending on the right candidate, this position can be structured for a part-time or full-time capcity. What is most important is the desire and ability to be of value to our clients. Relocation/Virtual Option: Must be in office, located in Pewaukee, WI. No virtual or remote work option at this time. Compensation: Compensation will depend on qualifications #J-18808-Ljbffr Wisconsin Society of Enrolled Agents