Tax & Financial Planning Advisor — Onsite Pewaukee
Job in
Pewaukee, Waukesha County, Wisconsin, 53072, USA
Listed on 2026-06-05
Listing for:
Wisconsin Society of Enrolled Agents
Full Time, Part Time
position Listed on 2026-06-05
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Accounting & Finance
Job Description & How to Apply Below
Wisconsin Society of Enrolled Agents in Pewaukee is seeking an advisor for a financial planning firm. The role focuses on tax preparation, tax strategies, and financial planning to assist clients in optimizing their financial health and wealth building.
The ideal candidate should have IRS AFSP with PTIN, with CPA or CFP preferred. This position can be part-time or full-time based on the candidate's fit. Must be in-office, located in Pewaukee, WI, with no remote work option.
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