Advisor Financial Planning Firm

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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