Tax Planner & Preparer — Year-Round Client Strategy
Listed on 2026-10-08
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Finance & Banking
Financial Analyst
Drake & Associates is a Wisconsin-based financial planning firm seeking a tax professional who enjoys proactive client planning year-round. The role focuses on individual federal and state returns for families, retirees, and business owners, with client relationships built in by the advisors.
You will prepare and review federal and state returns, meet with clients to identify planning opportunities, and partner with advisors on Roth conversions, retirement income, and capital gains.
Our team is growing, and we are hiring a Tax Planner & Preparer — Year-Round Client Strategy in Waukesha, WI, United States.
For the Tax Planner & Preparer — Year-Round Client Strategy position at Drake & Associates, we are reviewing applications now.
Step into the Tax Planner & Preparer — Year-Round Client Strategy role at Drake & Associates in Waukesha, WI, United States and grow with us.
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