Tax Planning Associate/Advisor

Job ID: 42575

Sector: Accounting

Employment Type: Permanent

Date Added: 09/21/2026

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Our client is an organization in the Waukesha County area that’s looking for a Tax Associate/Advisor. Our client is looking for someone with 1+ years of experience, organized, and motivated. This company offers a collaborative culture, professional growth & development opportunities, and fun company perks/events. This position is hybrid.

The salary for this position is up to $100k.

The Tax Associate/Advisor will be responsible for, but not limited to, the following:

RESPONSIBILITIES

• Work directly with client service teams to provide clients with integrated advisory experience.
• Plan efficient strategies for clients, serving as a primary resource in specialized areas.
• Perform research to solve issues and implement strategies in collaboration with internal teams.
• Prepare for and lead review meetings with current and prospective clients.
• Strategize and evaluate opportunities for planning and workflow efficiency.
• Analyze and prepare client deliverables, advising clients through related processes.
• Establish and maintain relationships with clients to enhance the overall client experience.

The Tax Advisor will possess the following:

EXPERIENCE REQUIRED

• Bachelor’s degree in finance or accounting; CPA designation required.
• 2+ years of relevant tax preparation experience is required; direct experience in the financial services industry a plus.
• Strategic self-starter who is solutions focused with strong analytical skills.
• Demonstrates a sense of urgency, multi-task priorities, and meets deadlines with a high degree of accuracy.
• Focus on being service driven, with excellent written and verbal communication skills, and comfortable working with clients and prospective clients regularly.
• Proficient with Microsoft Office; including Word, Excel and Outlook.

Equal Opportunity Employer

The compensation philosophy reflects the Company’s reasonable expectation at the time of posting. Actual compensation is influenced by a variety of factors including, but not limited to skills, experience level, and overall qualifications. This role may also be eligible to participate in a discretionary incentive program, subject to the rule governing the program.